I am a working professional, and want a ₹40L corpus in the next 5 years.
“But, I don't know how to get there!”
I am a working professional, and want a ₹40L corpus in the next 5 years.
“But, I don't know how to get there!”
I am a working professional, and want a ₹40L corpus in the next 5 years.
“But, I don't know how to get there!”
I am a working professional, and want a ₹40L corpus in the next 5 years.
“But, I don't know how to get there!”
I am a working professional, and want a ₹40L corpus in the next 5 years.
“But, I don't know how to get there!”
Create Wealth with Wealthzi
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.Join over 10,000 customers who trust wealthzi to take control of their financial future.Get FREE financial guidance and invest in best investment options
Sanjeev Johari
Director- Financial Planning
Pradeep Pillai
Co founder, Head of Wealth
Yogesh Kumar
Director, Wealthzi
Aditya Kachru
Associate Director, Advisory
Harshit Singh
AVP, Operations
Wealth experts with 20+ years experience
Backed by trust. Team with decades of wealth management and technology experience in managing ₹2,500 crore worth assets of 1000+ high net-worth clients.
₹500cr+
Assets Managed
5000+
Happy Customers
10K+
Transactions
in last 3 years
since Feb 2020
in less than a year
in 18 months
in last 2 years
in 2 years
Frequently Asked Questions
If you got any query? Here you go! Don't hesitate to ask any Question!
We are happy to help with your questions.
How do I import and track my external mutual funds on Wealthzi?
How to start a SIP on Wealthzi?
How do I approve the SIP auto-debit mandate?
What is the minimum SIP amount?
Is Wealthzi Safe?
What is Zi Methodology?
What is the framework of building portfolio on Wealthzi?
Why risk profile is important?
What are all assets I can track and invest on Wealthzi App?
How should I choose whether to go for SIP or Lumpsum?
Why should I invest through Wealthzi?
Can I setup SIP, SWP and STP on Wealthzi?
Can I choose not to invest or exit from the recommended portfolio?
Can I Top Up or redeem after initial lumpsum investment?
What is the ideal time period for investment?
What is the minimum investment amount to start?
Does Wealthzi charges fees for the services?
Are returns from investment on Wealthzi app guaranteed?
Why Wealthzi investments experts required, when one invests only for long term?
How can I start with investing via Wealthzi app?
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Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
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