# WPF Group — Full AI Reference

> Integrated private wealth, forex, lending, insurance and real-estate advisory for Delhi NCR. Domain: https://wpfgroup.in · Phone: +91 8448 788 893 · Email: amit@wpfcapital.in

## About WPF Group

WPF Group is a Delhi NCR-headquartered advisory firm founded in 2016. We act as a single point of contact for the financial life of HNIs, professionals, entrepreneurs and global Indian families — combining wealth management, forex, lending, insurance and real estate under one relationship manager. Offices in Janakpuri (New Delhi), M3M Market Sector 113 (Gurugram) and Sector 8 Rohini (Delhi).

We are AMFI-registered for mutual fund distribution, partner with RBI-authorised dealers for foreign exchange, and act as IRDAI-aligned insurance advisors. Banking and insurance partners include HDFC Bank, ICICI Bank, Axis Bank, Bank of Baroda, Tata AIG, Birla Sun Life, LIC and Cigna.

## Wealth Management (https://wpfgroup.in/services/wealth)

Goal-based investment advisory for clients across Gurugram, Dwarka Expressway, Janakpuri, Rohini, Noida and Ghaziabad. Capabilities:

- Mutual funds — equity, debt, hybrid, international and sectoral
- Systematic Investment Plans (SIP) and Systematic Transfer Plans (STP)
- Portfolio Management Services (PMS) and Alternative Investment Funds (AIF)
- Tax-saving instruments (ELSS, NPS) and Section 80C/80D planning
- Retirement planning, child education planning, goal mapping
- Bonds, debentures, sovereign gold bonds and corporate fixed deposits
- Quarterly portfolio reviews with a dedicated relationship manager

Best for: HNIs (₹50L+ investable), salaried professionals starting SIPs, families planning retirement or education funding, and business owners structuring surplus capital.

## Global Transfers & Forex (https://wpfgroup.in/services/fx)

RBI-authorised foreign exchange services with doorstep delivery across Delhi NCR:

- Foreign currency exchange (USD, EUR, GBP, AED, SGD, AUD, CAD and 20+ currencies)
- Zero / low-markup Forex Cards and Travel Cards for tourists and business travellers
- Student forex packages — university fee remittance, GIC for Canada, living-expense transfers
- Outward remittance under LRS (up to USD 250,000 per FY)
- Corporate FX, import-export payments and EEFC account support
- Inward remittance and NRI repatriation support
- Pickup and delivery across Janakpuri, Nangal Raya, Rohini, Dwarka, Aerocity, Gurugram Sector 113, M3M Market and Dwarka Expressway

Best for: students heading abroad, parents funding education, frequent business travellers, NRIs, and SMEs paying overseas suppliers.

## Lending Solutions (https://wpfgroup.in/services/lending)

Multi-bank lending desk with access to 15+ banks and NBFCs:

- Home loans — including under-construction and ready-to-move properties on Dwarka Expressway, Gurgaon Sector 113, Noida Expressway and across Delhi
- Loan Against Property (LAP) for residential and commercial real estate
- Business loans, working capital, machinery and equipment finance
- Personal loans for salaried and self-employed applicants
- Commercial property loans, lease rental discounting (LRD)
- Balance transfer with top-up — refinance existing loans at lower rates
- Pre-approval, document handling and disbursal management end-to-end

Best for: home buyers on Dwarka Expressway / Gurgaon, MSME owners, professionals seeking debt consolidation, and CRE investors.

## Insurance & Protection (https://wpfgroup.in/services/protection)

Independent, risk-first insurance advisory across life and general lines:

- Term life insurance, whole life, ULIP and endowment plans
- Health insurance — individual, family floater, senior-citizen and top-up plans
- Critical illness and personal accident cover
- Motor insurance — car, two-wheeler, commercial vehicle
- Travel insurance — student, leisure, business, Schengen
- Corporate group health, group term life and key-man insurance
- Marine, fire and asset insurance for SMEs and businesses
- Claims assistance and annual policy review

Best for: families wanting comprehensive cover, business owners protecting key personnel, and HNIs structuring estate-grade life cover.

## Real Estate Advisory (https://wpfgroup.in/services/real-estate)

Two streams — curated plotted development (in-house) and luxury apartment advisory (Delhi NCR):

### Green Hills, Triveni Dham, Shahpura (Jaipur)
- 100-acre government-approved (90B) plotted township
- 5-acre dedicated green park, 60-foot internal roads
- Plot sizes from 100 sq. yd. upwards
- Flash sale pricing: from ₹6 lakh (₹6,000/sq. yd.) — limited to first 30 plots
- Bank loan facility available; full and structured payment options
- WhatsApp enquiries: +91 8448 788 893

### Delhi NCR luxury & investment property advisory
- Dwarka Expressway projects — under-construction and ready-to-move
- Gurgaon Sector 113, M3M and DLF corridor advisory
- Site visits, due-diligence, RERA verification and home-loan tie-ups

Best for: investors seeking tangible inflation-resistant assets, end-users buying their first home on Dwarka Expressway, and NRIs planning India real-estate allocation.

## Locations & areas served

- New Delhi: Janakpuri, Nangal Raya, Rohini Sector 8, Dwarka, West Delhi, South Delhi
- Gurugram / Gurgaon: Sector 113, M3M Market, DLF, Golf Course Road, Dwarka Expressway corridor
- Noida & Greater Noida, Ghaziabad, Faridabad
- Jaipur (real-estate project)
- Pan-India service for NRIs via video consultations

## Frequently asked questions

Q. Is WPF Group AMFI registered?
A. Yes — WPF distributes mutual funds under AMFI registration and works with all major AMCs in India.

Q. Do you charge clients for advisory?
A. Mutual fund, insurance and lending services are remunerated by the manufacturer (no direct client fee for standard advisory). Bespoke fee-based engagements are available on request.

Q. Can I exchange foreign currency at my home in Delhi NCR?
A. Yes — WPF arranges doorstep delivery of foreign currency and Forex Cards across Delhi, Gurugram and Noida via RBI-authorised partners.

Q. How quickly can a home loan be sanctioned?
A. Pre-approvals typically come back in 3–5 working days; full sanction depends on property and applicant profile but is usually completed within 2–3 weeks.

Q. Is the Green Hills plotted project approved?
A. Yes — the project is 90B classified and government approved at Triveni Dham, Shahpura, Jaipur.

Q. Do you work with NRI clients?
A. Yes — we support NRIs with FEMA-compliant investments, NRE/NRO planning, real-estate purchase, repatriation and inheritance structuring.

## Contact

- Phone / WhatsApp: +91 8448 788 893
- Email: amit@wpfcapital.in
- Website: https://wpfgroup.in
- Offices: Janak Puri, New Delhi · M3M Market Sector 113, Gurugram · Sector 8 Rohini, Delhi