Introducing your personal
wealth manager

MANAGE YOUR WEALTH

Track & manage wealth from one place

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360 Degree View

See how your (& your family members’) existing investments are performing

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In-depth analysis

Receive actionable insights on your wealth portfolio

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Portfolio Management

Effortlessly manage investments for relatives and family members

INVEST IN YOUR FUTURE

Invest your capital based on time-tested principles

Invest in a wide range of financial products based on your needs. Empower your investments with our proprietary technology & in-house research capabilities.

ELSS
Tax Saver

Invest in diversified ELSS portfolio for higher returns

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Methodology:

  Research-backed fund selection and risk adjusted portfolio design

Min. Investment:

 2.5K

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Diversified
Portfolio

Meet your financial goals with diversified MF investment

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Methodology:

 Research-backed fund selection and risk adjusted portfolio design

Min. Investment:

 5K

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Smart
Switch

Invest lump sum capital based on your debt-equity risk profile

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What’s more?

  Systematic debt to equity movement of capital for lower risk

Min. Investment:

 2L

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GET PERSONAL ATTENTION

Avail a dedicated wealth manager for all financial needs

A life-long relationship for achieving your financial goals.

Know More

MOBILE APP

Manage wealth. On the go.

people rely on Wealthy for their financial success

Portfolio Range

  • 1-10L

    45%

  • 50L+

    20%

Popular Cities in India

Bangalore

Mumbai

Delhi

Hyderabad

Wealth under Advisory

3,300cr+

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Standard disclaimer: Mutual fund investments are subject to market risks and past returns are not a guarantee of future returns.

Our take on disclaimer: Yes, investing is a risky subject and you may also lose money. But each one of us is losing more money by not participating in markets. Key to good investing is asset allocation, discipline and avoiding bad apples. After that, volatility or ups and downs is the second nature of the market. Sticking to your asset allocation and avoiding that animal called greed is the best way to ensure that your money grows and grows well.

WealthyIn Customer Services Private Limited

AMFI Mutual Fund Distributor - ARN 106846

Buildwealth Technologies Private Limited

IRDAI Corporate Insurance Agent - CA0711

WealthyIN Broking Private Limited

Website Details: NSE/BSE/SEBI/CDSL/SCORES/AMFI
Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing WealthyIN Broking Private Limited, Registered Office: PN Plaza, 1090/B, Ground Floor, 18th Cross Road, 3rd Sector, HSR Layout, Bengaluru - 560 102, Karnataka, India Phone: +080- 48520671 website: www.wealthy.in For investor queries: wbservice@wealthy.in, for grievances: wbgrievance@wealthy.in   Compliance Officer (Stock Broker & DP): Rakhesh Raghunath Email: compliance@wealthy.in, For DP related to wbkyc@wealthy.in, please ensure you carefully read the Risk Disclosure Document as prescribed by SEBI Corporate Identity Number: U67110KA2022PTC159371, SEBI Stock Broker Registration No: INZ000308532, Depository Participant: IN-DP- 737-2022 Member: NSE TM ID 90293, BSE TM ID 6798, RA License - SEBI Reg No: INH000012175.

Attention Investors

1. Submission of nomination details/declaration for opting out of nomination for investors is mandatory for all individual Trading and Demat accounts. If you have not submitted your choice of nomination, please provide the same on or before 30th September 2023, failing which the trading account shall be frozen for trading and demat account shall be frozen for debits.

2. Linking PAN with Aadhaar is mandatory !. To avoid restrictions in operating your demat & trading account, please link your PAN with Aadhaar before 30th June, 2023.

3. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.

4. Prevent Unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day .......... Issued in the interest of investors

5. ASBA - No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.

6. We would like to bring to your attention that unauthorised / illegal SMSs maybe sent in the name of WealthyIN, recommending certain scripts. We advise you to exercise caution and verify its authenticity before you act on a recommendation received via SMS or email.All SMSs/ email recommendations for the day that are sent by WealthyIN, can be verified by visiting our trading site.

7. Message from Exchanges and Depositories : The mentioned 6 KYC attributes ( Name, Address, PAN, valid Mobile number , valid Email id & Income Range) shall be mandatory in a client profile w.e.f August 1’st 2021 for newly registered clients and September 30,2021 for existing clients. Accounts without the mentioned 6 KYC attributes shall be considered as non-compliant accounts. Issued in the interest of investors.

8. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 01, 2020.

9. Update your email id and mobile number with your stock broker / depository participant and receive OTP directly from the depository on your email id and/or mobile number to create a pledge.

10. Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.

What is SCORES?

SCORES is an online platform designed to help investors to lodge their complaints, pertaining to the securities market, online with SEBI against listed companies and SEBI registered intermediaries. All complaints received by SEBI against listed companies and SEBI registered intermediaries are dealt through SCORES. Filing complaints on SCORES – Easy & quick a. Register on SCORES portal b. Mandatory details for filing complaints on SCORES : i. Name, PAN, Address, Mobile Number, Email ID c. Benefits : i. Effective communication ii. Speedy redressal of the grievances

e-Voting facility for Shareholders

Buildwealth Technologies Pvt. Ltd. Copyright 2019, All Rights Reserved. View Privacy Policy

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ELSS
Tax Saver

Invest in diversified ELSS portfolio for higher returns

Diversified
Portfolio

Meet your financial goals with diversified MF investment

Smart
Switch

Invest lump sum capital based on your debt-equity risk profile

Portfolio
Review

Get rid of the dead investments in your existing portfolio

Retirement Income
Plan

Preserve your capital while earning a stable income from it

Portfolio Management
Services

Invest a lump sump in professionally managed stock portfolio