Smart investing made easy and personal

Invest in data-driven and actively managed mutual fund portfolios. Setup personal goals and let Wealthy help you get there on time.

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Our Goal,

We work hard to get the details right,

so you can focus on the big picture.

Investment methodology based on proven principles

Asset Allocation

Depending on your investment horizon and acceptable risk-level, we help allocate money in right proportion across debt and equity

Mutual Fund Selection

We analyse returns, volatility (for risk) and correlation (for diversification) to choose a combination of mutual funds that provide you the best returns while protecting your capital

Active Rebalancing

We help maintain the asset allocation throughout the life of your investment. Disciplined rebalancing helps reduce volatility and improve returns

Fund Review

Our team conducts periodic performance review of each portfolio. Basis review, changes are made in constituent funds or allocation model to help you stay on-track

Built for better returns

Better solutions for all your wealth management needs

Long term savings
Tax saving
Near term goals
Emergency fund

Fixed Deposit 8 - 10%

Rs 4.7L 5 years

8 - 10%

5 years



Wealthy - Long term portfolio 18 - 20%

Rs 6.3L

18 - 20%

Rs 4.7L 5 years

5 years
Rs. 10000 invested for years
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Your money is safe and secure

Safe & secure

Your money is transferred directly to regulated mutual fund companies without ever coming to Wealthy’s bank account. We employ bank grade security to protect your personal information

Paperless & flexible

Start investing in less than 3 minutes in a completely paper-less manner. Invest one-time or setup monthly (SIP) contributions for your portfolios

Withdraw anytime

Withdraw money at the tap of a button and get money back to your bank account within 3 working days. Pause your monthly contributions or edit amount and date right from your Wealthy dashboard

The most hassle-free investing experience ever!

For any questions, our team of trained experts is always at your service. Just tap on the chat button at the bottom right of your screen

Award winning mobile experience

Start something new or track and manage your Wealthy account on our Android and iOS apps

Calculate the potential growth of your savings

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