About Us

Who We Are

At Fiduciary Wealth, we believe financial planning is not just about numbers — it’s about people, dreams, and life goals. Founded 7 years ago by Anup Baxla, a seasoned wealth management professional with over 20 years of industry experience, our mission has always been clear: help clients grow, protect, and enjoy their wealth with complete confidence.

We’ve proudly guided salaried professionals, business owners, and families from all walks of life, designing strategies that turn ambition into reality. Whether it’s funding your child’s education, preparing for a comfortable retirement, or multiplying your investments, we’re here every step of the way.


Our Journey

Anup Baxla’s career began in banking and insurance, where he spent decades understanding client needs, assessing risks, and creating tailored financial plans. Over time, he saw that many people were overwhelmed by financial choices, unsure of whom to trust, and often settling for generic advice.

That’s why Fiduciary Wealth was born — a company that would stand by its fiduciary promise to always put the client’s interest first. Since then, we’ve grown into a trusted name in mutual funds, insurance solutions, and comprehensive wealth management.


What We Stand For

  • Trust First – We act as true fiduciaries, meaning your best interest is at the heart of every decision.
  • Tailored Strategies – Every client has a unique story; your plan should reflect that.
  • Long-Term Commitment – We're not here for quick wins; we’re here for your life’s financial journey.
  • Clarity & Education – We make sure you understand your plan, every step of the way.


What We Do

Mutual Fund Investments
Carefully selected and monitored portfolios designed to grow steadily while managing risk.

Insurance Planning
Protect your family and assets with life, health, and critical illness coverage that truly fits your needs.

Wealth Management
Holistic financial strategies combining growth, protection, and tax efficiency.

Life Goal Planning
From home ownership to children’s education to retirement — we turn goals into actionable financial roadmaps.


Frequently Asked Questions

1. Why should I choose Fiduciary Wealth over other advisors?
We are true fiduciaries — which means our first responsibility is to act in your best interest. With over 20 years of industry expertise and 7 years as Fiduciary Wealth, we design personalized strategies, not one-size-fits-all products. Our goal is your long-term financial success, not short-term sales.

2. Are mutual funds safe?
Mutual funds, like any investment, carry market risk — but with the right portfolio selection, asset allocation, and monitoring, they are a proven way to grow wealth over time. We match your investments to your goals, time horizon, and risk appetite, ensuring you stay on track.

3. How do I know which insurance plan is right for me?
We start by understanding your life stage, dependents, financial commitments, and future needs. Based on this, we recommend only the coverage that’s truly necessary, without overloading you with unnecessary policies.

4. How much do I need to start investing?
You don’t need to be wealthy to start building wealth. With mutual funds, you can begin with a small monthly SIP and increase over time. What matters most is starting early and staying consistent.

5. I already have some investments. Can you still help me?
Absolutely. We can review your existing portfolio, identify gaps or underperforming assets, and restructure your plan for better returns, protection, and tax efficiency.

6. Do you charge a consultation fee?
Our initial consultation is completely free. We use that time to understand your goals and share how we can help — no obligation, no pressure.

7. What makes your wealth management approach different?
We look at your entire financial picture — income, expenses, assets, liabilities, and goals — to create a strategy that balances growth and security. We also review your plan regularly to adapt to market changes or life events.

8. Is my information kept confidential?
Yes. We follow strict privacy protocols. Your financial and personal details are never shared without your consent.


Our Promise to You
When you work with Fiduciary Wealth, you gain more than an advisor — you gain a partner who treats your goals as if they were our own. We’ll guide you with honesty, keep you informed, and celebrate each milestone you achieve along the way.

Your future is too important to leave to chance. Let’s build it together.

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