Explore the world of Financial Opportunities

Our primary job has been to render personalized service to our Clients by understanding his or her specific financial goals in life and help them achieve those goals. Here we understand the needs and wants of investors through financial analysis and suggest appropriate solutions based on their objectives and goals and educating them of the future requirements which can be unseen with hectic day-to-day work.

We take it upon us to help you achieve your short, medium and long term goals in an a simple and systematic way We enumerate the financial goals for the family , and set a monetary value for each goal, time and inflation adjusted. Considering the current portfolio of the family, we arrive at the required amount of investment for each goal taking into account their comfort levels and risk bearing capacity....

While our investor's hard earned money has to be invested in the right investment for a long period of time, thereby ensuring compounding returns and rupee cost averaging benefits can be seen over a period of time. Starting early investing and staying invested for as long as possible are the best formulas to see the above two benefits in an investment. We can make a real difference to the investor and their family's future.

We look at money management with a holistic view. We aim to grow the money rather than making money from nowhere. We chase good returns, and not necessarily the Best returns.

We at Wealthinfy certainly take pleasure in making our clients wealthier.

We will always be delighted to provide you with best of services, and customised financial solutions to your needs, say whatever it may be. Come with your scattered investment information and walk out free with a easy-to-read reports.

We take pride in the fact that we are managing & enjoying the trust and confidence of more than 100+ satisfied investors who would testify the growth of their assets under our care.

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Our Achievements
600+

Clients

600+

Clients

WHAT WE DO

We offer the following value-added services when you make your investments through us!

We ensure that you and your family is always protected through adequate life insurance. We will help you choose the best plan, complete the formalities, and ensure that you pay the premium due on time every time.

We will help you identify your life's financial goals, and help you set a monetary value for the same considering the time frame and inflation.

We will help you put in place a multi-Asset investment programme to enable you reach your financial goals. In the process you get adequate exposure to Corporate Deposits, Government schemes, Insurance plans, Bonds, Stocks and shares, Equity and Debt mutual funds, Gold ETFs, NPS. etc

Once the investment programme is put in place with your concurrence - we

  • Enable periodic review of the same.
  • Enable you have online review of your portfolio of all your investments, with access to our online portal.
  • Provide you with Annual report of your portfolio both in hard copy and soft copy form.
  • Suggest changes required, if any, so that the investment journey is productive.
  • Provide you with all data in the prescribed format for your income tax filings.
  • Ensure that your correct address and contact details is enabled in all investments.
  • You can visit our website at www.wealthinfy.com and analyse all the mutual fund schemes in the market including the ones you have invested on various parameters, and make sure you have invested in the best.
  • Enable you to see all your investments ( even those made through channels other than us) at one place in our portal. You, then, get an instant idea of your NETWORTH!
  • Ensure that redemptions/maturity proceeds of your investments reach you in time. We take care of all the relevant paperwork.

We regularly update you with all news in the world of investments and money management.

In case of unfortunate demise of an investor, we will assist with all the formalities so that the investments are transferred to the name of the Joint Investor/Nominees.

We will regularly highlight the need for a WILL and help you put in place one, so that the assets reach the correct person after your lifetime.

We have tie-up with professional Chartered Accountants, we help providing tax consulting from CAs

We have tie-up with Advocates specialised in Estate Planning services and writing WILL for the assets.

WE help you save on capital gains tax on sale of property by enabling investments into Capital Gains Bonds floated by the government.