Start your Investments
Start savings with Smart SIP
Build your Portfolio
Know your Financial Health

Features

Register and Start your Saving Journey

Customized Investment Plans

Track Your Financial Progress

Automated Online Transaction Platform

Why Us

Save Money

  • No registration fee on joining.
  • No additional distributor commissions.

Save Time

  • Invest and maintain all your finances under a single login id.
  • Personal finance tools including an expense tracker

Secure

  • 256-Bit SSL Encryption for all network communication
  • Two step authentication for login

Tax Efficient

  • Save Tax with Investment.
  • We optimise your portfolio to maximize tax savings.

Advisory

  • No registration fee
  • No additional distributor commissions

Unbiased

  • Dedicated programs & tools to provide financial reports and advices in real-time.

shop for your investments

Investment Advisory Services

Wealthfund is a leading online personal finance and investment platform. Clients will be able to access an easy to navigate networth dashboard alongside a wide array of saving products available in India for investments.

Wealthfund also offers a customised portfolio to help you with your financial planning. Additionally we have a range of tools like a budget and expense tracker to help you on your way to better savings.

Pricing Plans

Basic Plan

FREE

Regular Mutual funds Offers

Investment recommendations

Account Aggregation

Expense tracker

Goal based Investment plans

 

 

Standard Plan

0.15% On Transaction Amount

Direct Mutual funds Offers

Investment Advisory

Account Aggregation

Expense tracker

Goal based Investment plans

Portfolio Rebalancing

Testimonial

The ease of navigation through the website as well as the response time of the support team is commendable. The overall process seems so simple that a novice will be able to understand it easily and will start investing without any hassle. The dashboard summarised my investment portfolio brilliantly. I don’t think I have ever seen such a platform which makes my life so easy. Kudos to the WealthFund team!!!

Anuj Sharma

Easy to understand website and self-explanatory.. These are two things I really like to focus on while selecting an investment related services. Wealthfund’s website is not only very detailed, but it covers every aspects of investments process. The customisation of one’s investment criteria/ objective is what makes it so different from others. It brings out the best possible options for investment requirement. I don’t see myself looking out for another alternative for a foreseeable future.

Shubham

I’m glad that I opted for Wealthfund’s services. The advisors are up to date with the current market trend and are very professional. I really like dealing with my representative whether it’s about buying a MF or liquidating it. The reactiveness of the team, proved very beneficial for me, as it resulted in capital gains above my expectations during last 6 months. I wish the team all the best for the much needed growth and recognition in the market.

Rishab Ratra