I need a Rs. 40L corpus
in the next 5 years.
“But, I don't know how to get there!”
I want to make my First SIP investment.
“How should I start?”
I'm retiring with Rs. 50L and have Rs. 35K monthly expenses.
“Help me generate monthly income.”
My investments are giving below average returns.
“Please review my portfolio and give recommendation.”
We'll need Rs. 1.5 crore for our kids' future.
“Give us a long-term investment plan!”
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Wealth creation is made smooth with an easy-to-use interface to transact in and research mutual funds, FDs, bonds, portfolio management services and AIFs along with automated portfolio review and tracking.
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Wealth experts with 20+ years experience
Our team combines decades of wealth management and technology experience to empower your financial journey.
Sanjeev Johari
Director - Financial Planning
Pradeep Pillai
Co-founder, Head of Wealth
Yogesh Kumar
Director, Wealthzi
Aditya Kachru
Association Director, Advisory
Harshit Singh
AVP Operations
Sanjeev Johari
Director - Financial Planning
Pradeep Pillai
Co-founder, Head of Wealth
Yogesh Kumar
Director, Wealthzi
Aditya Kachru
Association Director, Advisory
Harshit Singh
AVP Operations
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Team with decades of wealth management and technology experience in managing Rs. 2,500 crore worth assets of 1000+ high net-worth clients.
Rs. 500cr+
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5000+
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Read success stories from Wealthzi Customers.
4x his investments
in last 3 years
B Madan, 55Y
CFO, Listed Company
Wealth up by 107%
since Feb 2020
MSR Kumaraswamy, 52Y
Sr Engineer
2x his investments
in less than a year
S Berry, 37Y
Executive
Networth up by 68%
in 18 months
S Agarwal, 43Y
Works with BIG4
Doubled wealth
in last 2 years
S Bhasin, 52Y
Journalist
Wealth up by 75%
in 2 years
K Jerath, 41Y
Media Professional
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