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What we do
Investment Review
Fund Selection
SIP Solutions
Portfolio Reporting
Goal-based Investing
Inflation will eat your savings if you don't invest wisely. We help you map your life goals
Retirement
Children's Education
Vacation
Emergency Fund
Marriage
Home Purchase
Investment products available to you
We will handpick the right investment options to help you grow your wealth
Mutual Funds
SIP or lumpsum investment based on your goals.
Fixed Deposits
Bank & Private FDs for stability.
Bonds & Debentures
Fixed income securities for conservative growth
Stocks
Gold Bonds| Pre-IPO| F&O
PMS/AIFs
For HNIs with higher risk appetite
Insurance - Term & Health
To secure your family’s future & protect your savings
SIP & Lumpsum Calculator
Your future savings
Potential value of investment after 7 years
₹0
Investment Amount ₹0
Potential value of investment after 7 years
₹0
Investment Amount ₹0
Your investments are managed via the Wealthy App a SEBI-registered, secure, and trusted investment platform used by over 1,00,000+ investors.
₹6000 cr
in investments executed
20+
offices across India
What you get
with the Wealthy App
One app for all investment products listed above
Real-time portfolio tracking
Add & manage family portfolios
Track external portfolios
