Cafe de WEALTH Distributor LLP

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Better Investment Behaviour. Better Financial Outcomes.

A structured approach to investment behaviour and long-term wealth creation.

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Managing AUM

Markets fluctuate, emotions follow, and investment decisions often suffer. At Cafe De Wealth, we help investors develop the discipline, perspective, and confidence needed to stay committed to their financial journey. Our focus on Investment Behaviour Management empowers clients to make better decisions and create lasting wealth over time.

Invest Simply, Monitor
Easily, Grow Consistently.

Access Your Investments Anytime, Anywhere

Download the App and Stay Connected to Your Investments.

Secure & Reliable

Designed for Investors

Effortless Portfolio Tracking

Advanced Security Standards

Smooth & Hassle-Free Experience

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Duration —

Invested —

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Monthly SIP Amount

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Expected Return (% p.a.)

Aim Higher Than the Benchmark

PMS, AIF, SIF and Mutual Fund opportunities can play an important role in enhancing portfolio outcomes when selected thoughtfully. Through a disciplined approach and access to carefully curated strategies, we help investors identify opportunities aligned with their objectives and risk profile.

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Fund Performance

Additional Services

Will Planning

Ensure your Will is legally valid and officially registered with the authorities. Our experts manage end-to-end paperwork, compliance, and...

Legal Consultation

Access one-on-one guidance from senior estate and succession lawyers who help you navigate complex legal decisions around Wills, trusts, and inheritance with

Family Trust

Establish a legally sound private family trust to ring-fence wealth, ensure smooth succession, and protect assets from litigation, creditor claims, and...

IEPF Recovery

Recover unclaimed dividends, shares, and matured deposits transferred to the Investor Education and Protection Fund. We manage the end-to-end claim process with IEPF authority on your behalf.

Hear from our satisfied customers

At Cafe de WEALTH, every interaction is built on trust, experience, and long-term commitment.

Excellent Advice, Prompt Communication, and a clear understanding of my Financial Goals. Truly appreciate your work.

Niraj Choubey

Extremely knowledgeable and experienced in their domain. I highly recommend these professionals if you're considering investing in mutual funds. I’ve personally started a SIP based on their guidance. What sets them apart is their transparency—they clearly explain every detail, including the risks involved due to market fluctuations. Best of all, their service comes with no AMC or hidden charges, unlike many others. Kudos to the team, and thank you once again for your exceptional support!

Sandeep Singh

They have experienced of market cycle with realistic approach of market, really need such person in equity market which help to create wealth as per individual appetite of risk, kudos to team CDW

Pratibha Singh

Great initiative by Sushil and Sudhir sir.. Their years of experience in market and mutual funds helped me a lot.. Worth taking their service..

Prateeksha Gond

Trustworthy and reliable services. You will get confidence on their advice. Best place to plan your financial stability in future.

Tribhuwan Pandey

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Frequently Asked Questions

Can NRIs invest in Mutual Funds in India

NRIs have been granted general permission by RBI for investing in units of the schemes of domestic mutual funds. However PIOs need to attach a copy of PIO card with the application forms at the time of investing.
Investment can be either through online mode or through an appointed Power of Attorney (POA) in India.

Is there any additional compliance requirement

Few countries such as US and Canada have restricted investments by NRIs in Mutual Funds without relevant disclosures. Mutual fund houses have to undergo compliance requirement under Foreign Account Tax Compliance Act (FATCA )

Any particular requirement wrt Bank account

Investments can be done either through Non Resident Ordinary (NRO) or Non Resident External (NRE) bank account.

What set of documents are required

Documents required to fulfill KYC requirement are as follows-

Duly filled CKYC form by investor
Copy of PAN card
Address proof
One passport size photograph
Copy of Passport
Overseas Address proof
Copy of Bank Statement

What about Taxation

NRIs will not have to pay double taxation if India has signed DTAA (double taxation avoidance treaty) with the respective country.

For e.g. India has signed DTAA with US. Hence, NRI can claim tax relief in US if he/she has already paid taxes in India.

Important Points

Details of local bank account will only be required, any foreign bank details will be rejected.
Tax will be deducted at the source on the capital gains made on investment
Your investment into mutual funds carry the right of repatriation of the amount invested and amount earned, only until your remain NRI
The compliance requirement in the USA and Canada are more stringent which requires adherence to FATCA guidelines.

Why should NRIs invest in India

India is one of the fastest growing economies of the world. Hence in the long term, the return on investment would be worth it and there is certainly no reason for not investing.

Plus, if you are already investing in your current place of stay, this will enable geographical diversification resulting in better risk management.

Forex gains, easy online investment procedure and tax efficiency from indexation are major advantages of mutual funds.

Moreover, through investment in India you can also play an active role in the India economic growth story.

What is the process of completing KYC on Cafe de WEALTH

If a client’s KYC is not registered, same can be done either in online (through Video KYC) or offline mode for individuals. And for non individual entities offline mode will work which will involve filling up of certain forms. Just share your PAN number with us and we will let you know the next steps !

How much does Cafe de WEALTH Distributor LLP charge for its services

We do not charge anything from our clients. We earn our revenue from mutual fund companies and Stock broking platforms.

What are the risks involved in Investing

There are various risks involved in Investing like market risk, credit risk, liquidity risk, geo-political risk, credit risk etc. However, the right risk management tools can keep these risks at bay. Investors are requested to understand the schemes in full detail before investing.

How often do I receive my portfolio reports

Beginning of every month a detailed Portfolio report is shared with all the investors. It provides information on portfolio performance in all possible ways.

How often will my portfolio be reviewed

Ideal time to review the portfolio is every 6 months. And we do not charge anything for these reviews ! And in case any financial matter needs to decided at your end, we are always there for you.

Is it safe to invest money with Cafe de WEALTH Distributor

Absolutely. Cafe de WEALTH Distributor LLP will always accept investments in the name of respective Mutual fund companies, Asset management companies and NBFCs. Thus your money and investments are never held with Cafe de WEALTH Distributor LLP directly and you are always the rightful owner of the investments.

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What we do

Mutual Funds

Mutual Funds offer a flexible way to participate in equity, debt, or hybrid opportunities based on your financial goals and time horizon. They help in creating long-term growth or generating relatively stable returns through diversification. We assist in selecting suitable options, tracking performance, and aligning investments with your evolving needs. Our approach focuses on clarity, consistency, and disciplined execution.

PMS / AIF / SIF

Unlock exclusive investment opportunities through Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Specialized Investment Funds (SIF). These professionally managed solutions are designed for investors seeking customized strategies, diversification, and potential long-term wealth creation. Benefit from expert fund management, access to unique asset classes, and investment approaches tailored to your financial goals and risk profile.

Life Insurance

Life Insurance plays an important role in providing financial protection and continuity for your family. It helps ensure that financial responsibilities are taken care of even in unforeseen situations. We help in identifying suitable coverage based on your needs and life stage. Our focus is on clarity in benefits, costs, and long-term suitability.

Corporate Fixed Deposits

Corporate Fixed Deposits offer an opportunity to earn fixed returns over a defined period. They can be considered for adding stability and predictable income to your overall portfolio. We assist in evaluating options based on credit quality, tenure, and return expectations. The aim is to balance safety with reasonable returns.

Investing for Retirement

Retirement investing helps in building a financial cushion to support your lifestyle in later years. It focuses on disciplined investing and gradual accumulation over time. We assist in structuring investments aligned with your time horizon and expected needs. The goal is to help you move towards financial independence with confidence and consistency.

Demat Account Opening

Open your Demat account quickly and securely to start investing in stocks, mutual funds, ETFs, and other financial instruments with ease. Enjoy a seamless onboarding process and manage your investments from a single platform.

Why Choose Us

Client-First Approach

Everything we do is aligned with your financial goals and priorities. We begin by understanding your needs in detail, ensuring every step remains relevant to your journey.

Transparent Process

Clear communication with complete clarity on products and services. You always stay informed about where your money is invested, with no hidden terms or confusion.

Wide Product Access

Access to a diverse range of mutual fund options across categories. This enables flexibility to select suitable options based on different goals and comfort levels.

Goal-Oriented Investing

A structured approach to help you stay on track toward your life goals. Whether it’s retirement, education, or wealth creation, investments are aligned with clear milestones.

Experienced Team

Backed by strong industry exposure and practical market understanding. Our experience helps navigate different market conditions with discipline and consistency.

Easy & Digital

Seamless onboarding, tracking, and transactions at your fingertips. Enjoy a smooth and convenient experience with easy access anytime, anywhere.

Ongoing Support

Regular updates and assistance whenever you need it. We stay connected to ensure your investments continue to align with your changing needs.

Long-Term Focus

Committed to building sustainable wealth over time. We encourage disciplined investing with a focus on consistency rather than short-term movements.

Blog / Insights

Stay informed with timely insights, market updates, and thoughtful perspectives

Why prepare for Retirement

Retirement marks a new chapter in life—a time to relax, pursue hobbies, and enjoy the…

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Why Invest During Bad Times

In the world of investing, timing the market is often less effective than time in…

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Role of Mutual Fund in attaining…

In the pursuit of financial independence, the right investment tools can make all the difference.

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About Us

At Cafe de WEALTH, we offer a powerful suite of financial solutions tailored for the evolving needs of Global Indians. From investments and insurance to long-term goal planning.

Quick Links

Our Services

MF Tools

Call

+91-9889273331
+91-9415522336

Email

cafedewealth1@gmail.com

Address

Lg-2 Lda Complex, Vibhav Khand, Gomti Nagar, Lucknow-226010

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Funds Distributor | ARN – 285669 | Initial Date of Registration: 20-01-2024 | Validity: 19-01-2027

Mutual Fund Tools

Financial Calculators

Better Investment Behaviour. Better Financial Outcomes.

year experience

Families

Managing AUM

Invest Simply, Monitor Easily, Grow Consistently.

Access Your Investments Anytime, Anywhere

Secure & Reliable

Designed for Investors

Effortless Portfolio Tracking

Advanced Security Standards

Smooth & Hassle-Free Experience

Get the Mobile App Now

Aim Higher Than the Benchmark

Fund Performance

Additional Services

Will Planning

Legal Consultation

Family Trust

IEPF Recovery

Hear from our satisfied customers

Frequently Asked Questions

Ready to grow your money?

What we do

Why Choose Us

Client-First Approach

Transparent Process

Wide Product Access

Goal-Oriented Investing

Experienced Team

Easy & Digital

Ongoing Support

Long-Term Focus

Blog / Insights

Why prepare for Retirement

Why Invest During Bad Times

Role of Mutual Fund in attaining…

About Us

Quick Links

Our Services

MF Tools

Call

Email

Address

Invest Simply, Monitor
Easily, Grow Consistently.