Financial guidance that puts your goals first.
Welher Investment helps families and businesses across Punjab build wealth through insurance, mutual funds, tax planning and estate planning — recommendations weighed against your life, not our commission.
Four services, one client-first standard
Every recommendation is weighed against your income, obligations and timeline before it reaches you.
Insurance
Health, life and general cover selected for real protection — not the highest commission.
Compare cover →Mutual Funds
SIP and lump-sum guidance across ten AMCs, matched to your risk appetite and timeline.
Explore funds →Tax Planning
Individualised strategies that combine instruments and timing to keep more of what you earn.
Plan your taxes →Estate Planning
A systematic approach to succession, so what you've built stays protected for who's next.
Start planning →We put your interests first. Always.
Goal-First Approach
Every recommendation is mapped to a specific goal — not a commission target.
Transparent & Unbiased
You'll always know exactly how we earn and what you're invested in.
A Real Person, Always
A dedicated point of contact you can call — not a chatbot or a call centre queue.
Ongoing Reviews
We check in and rebalance as your life and goals change, not just at sign-up.
Illustrative corpus from a disciplined ₹10,000/month SIP over 15 years at an assumed 12% CAGR.
"We fully trust Lovkesh with our hard-earned money and rely on his guidance to move towards our goals." — Devesh Pathak, Founder & CEO
A simple four-step journey
Discovery Call
We listen to your goals, income and risk comfort — no forms, just an honest conversation.
Tailored Roadmap
A structured roadmap with fund recommendations, insurance gaps and clear milestones.
Seamless Execution
We help you start SIPs and complete paperwork end-to-end, digitally or in person.
Ongoing Review
Regular check-ins and rebalancing keep your portfolio matched to your current reality.
Our mission, vision & values
What We Do
Mutual funds, tax strategy, estate structuring and insurance — chosen for your situation, not sold off a shelf.
Our Mission
Valued, trusted guidance and long-lasting relationships built on quality, ethical, personalised service.
Our Vision
To be a trusted name helping individuals and small businesses build a lasting financial edge.
Core Values
Transparency, integrity and a client-first standard — held since 2015.
Trusted with decisions that matter
"We fully trust Lovkesh with our hard-earned money and rely on his guidance to move towards our goals."
Devesh Pathak
Founder & CEO"Lovkesh suggested good options for our health and life insurance needs — useful, especially long-term."
Jyotika Singh
Retailer"Lovkesh and team can be trusted for better guidance on small to medium-sized investments."
Himanshu Yadav
Product Engineer
Ready to put your finances in trusted hands?
Let's Start Now →Talk to us before you invest a rupee
Call us
+91 85680 68000
Email us
contact@welherinvestment.com
Visit us
Gazzi Gulla, Rowtary Chowk, Opp. Petrol Pump, Jalandhar – 144004, Punjab
