A decade of guidance built around your goals, not our targets.
Welher Investment has spent over ten years helping families and businesses across Punjab make sense of mutual funds, tax planning, estate planning and insurance — one honest conversation at a time.
When I started Welher Investment in 2015, I had one rule for myself: never recommend anything I wouldn't put my own family's money into.
That rule hasn't changed. Every plan we build still starts with a real conversation about your goals, your obligations and your timeline — not a product we're trying to move. Ten years and 3,000+ families later, that's still the only pitch we make.
Our Mission
To provide valued, trusted guidance across tax planning, estate planning, mutual funds and insurance — and to build strong, long-lasting relationships with our clients through quality, cost-effective, personalised service, held to a high ethical standard.
Our Vision
To be a trusted name in tax planning, estate planning, mutual funds and insurance — helping individuals and small to medium-sized businesses manage their financial requirements and build a lasting, sustainable edge.
The values behind every recommendation
Transparency
You'll always know exactly how we earn and what you're invested in.
Integrity
Recommendations are shaped by your situation, never by what pays us more.
Client-First, Always
Every plan starts with your goals — not a product we need to move.
Long-Term Relationships
We check in and rebalance as your life changes, not just at sign-up.
From one office in Jalandhar to 3,000+ families
Welher Investment is founded
Started in Jalandhar with a single promise: guidance shaped around the client, not the commission.
AMFI registration secured
Formally registered as a Mutual Fund Distributor under ARN 192117, regulated by SEBI and AMFI.
Crossed 1,000 families guided
Word of mouth, not advertising, became our biggest source of new relationships.
3,000+ families, one standard
Still guided by the same client-first principle we started with a decade ago.
