Wealth Care

Wealth Care

Insurance & Portfolio Management

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Wealth Care

Wealth Care

All Types of Insurance & Portfolio Management

Wealth Care is a trusted financial services company offering comprehensive insurance solutions and loan services in Surat, Gujarat. We help individuals and businesses secure their future with expert guidance.

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Contact Us

Lalji Vaid

+91 88662 23468

Vijay Gathiya

+91 88666 74181

Sandip Gathiya

+91 84603 53160
wealth2024care@gmail.com

107, Tulsi Arcade, Sudama Chowk Pase, Motavarachha, Surat - 394101

© 2026 Wealth Care. All rights reserved.

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Trusted Financial Partner

Secure Your Wealth
With Expert Care

All Types of Insurance & Portfolio Management. Expert guidance for insurance, loans, and portfolio management tailored to your financial goals.

Call NowGet Free Consultation

5+

Years of Experience

5000+

Happy Clients

50+

Insurance Products

9+

Loan Products

Wealth Care
Secure
Trusted
Growth
Why Choose Us

Your Trusted Financial Partner

We combine years of experience with personalized service to deliver the best financial solutions for you and your family.

Years of Experience

Decades of expertise in insurance and financial services, helping clients make informed decisions.

Fast Approval

Streamlined processes ensure quick loan approvals and insurance policy issuance.

Trusted Advisors

Our certified advisors provide personalized guidance tailored to your financial goals.

Best Financial Solutions

Access to top insurers and lenders with competitive rates and comprehensive coverage.

Our Services

Complete Financial Solutions

From protecting your assets to fueling your dreams, we offer end-to-end financial services.

Insurance Services

Comprehensive insurance coverage including life, health, vehicle, factory, and commercial insurance from leading providers.

  • Life & Health
  • Vehicle Insurance
  • Factory & Fire
  • Work Insurance
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Loan Services

Flexible loan solutions for homes, businesses, education, agriculture, and machinery with competitive interest rates.

  • Home & Mortgage
  • Business Loans
  • Car & Education
  • Agriculture CC/OD
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Investment Services

Grow and preserve wealth with investment solutions including DMAT, SIP, SWP, invoice discounting, bonds, and FDs.

  • DEMAT Account
  • SIP & SWP
  • Invoice Discounting
  • Government Bonds
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Insurance

Insurance Categories

Protect what matters most with our comprehensive range of insurance products.

Life Insurance

Secure your family's financial future with comprehensive life insurance plans.

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Medical Insurance

Health coverage for individuals and families with cashless hospitalization benefits.

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Loans

Loan Categories

Flexible financing solutions to help you achieve your personal and business goals.

Agriculture CC/OD

Cash credit and overdraft facilities tailored for agricultural businesses and farmers.

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Investment

Investment Categories

Build a balanced portfolio with investment products tailored to wealth creation and income generation.

DEMAT Account

Open and manage dematerialized trading accounts for secure equity, IPO, and mutual fund investments.

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SIP

Build wealth steadily with systematic investment plans tailored to your financial goals.

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Our Process

Simple 4-Step Process

Getting started with Wealth Care is easy. We guide you through every step.

1

Consultation

Free consultation to understand your needs and financial goals.

2

Documentation

We guide you through all required paperwork with minimal hassle.

3

Approval

Fast processing and approval from trusted partners and institutions.

4

Support

Ongoing support for claims, renewals, and financial planning.

Testimonials

What Our Clients Say

Don't just take our word for it — hear from our satisfied clients.

“Wealth Care helped me get the perfect business loan with great interest rates. Their team was professional and supportive throughout.”

Rajesh Shah

Business Owner

“Got my home loan approved within days. Lalitbhai and his team made the entire process smooth and stress-free.”

Priya Mehta

Homeowner

“Excellent factory insurance coverage at competitive premiums. They truly understand business insurance needs.”

Amit Patel

Factory Owner

FAQ

Frequently Asked Questions

Find answers to common questions about our services.

Ready to Secure Your Financial Future?

Get a free consultation with our expert advisors. We're here to help you find the perfect insurance and loan solutions.

Get Free ConsultationCall +91 8866223468

Car Insurance

Comprehensive and third-party car insurance with quick claim settlement.

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Bike Insurance

Two-wheeler insurance with affordable premiums and roadside assistance.

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Commercial Vehicle Insurance

Coverage for trucks, buses, and commercial fleets with liability protection.

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Personal Accident Insurance

Financial protection against accidental death, disability, and medical expenses.

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Business Insurance

Protect your company against liability, property loss, and business interruption risks.

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Key Person Insurance

Secure your business by protecting critical executives and key team members against unexpected loss.

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Employee Insurance

Offer group health or employee benefit plans that help retain talent and support your workforce.

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Fire Insurance

Safeguard your property and assets against fire and allied perils.

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Home Loan

Affordable home loans with competitive interest rates and flexible repayment options.

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Mortgage Loan

Unlock the value of your property with secured mortgage loans for various needs.

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BT + Top-up Loan

Balance transfer with top-up facility to reduce EMI and access additional funds.

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Business Loan

Fuel your business growth with working capital and expansion loans.

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CC / OD

Cash credit and overdraft facilities for businesses to manage working capital.

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Car Loan

Drive your dream car with easy car loans and attractive interest rates.

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Education Loan

Invest in education with loans covering tuition, living expenses, and more.

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Machinery Loan

Finance industrial machinery and equipment for manufacturing businesses.

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SWP

Withdraw regular income from your investment portfolio while keeping the principal invested.

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Invoice Discounting

Improve cash flow by unlocking working capital against invoices awaiting payment.

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Government Bond

Invest in secure government debt instruments with predictable returns and low risk.

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Fixed Deposit

Secure fixed returns with flexible tenures and guaranteed interest on deposit investments.

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View All Investment Services