I am a working professional, and want a Rs. 40L corpus in the next 5 years.
“But, I don't know how to get there!”
I have just started earning. I want to make my First SIP investment.
“How should I start?”
I am a retired/about to retire person and I have Rs. 50L investments and Rs. 35K monthly expense.
“Help me generate monthly income.”
I've been investing on my own since last few years, but I'm getting below average returns.
“Please review my portfolio and give recommendation.”
We'll need Rs. 1.5 crore in 8-10 years for our kids higher education and wedding.
“Give us a long-term investment plan!”
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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
Wealth experts with 20+ years experience
Our team combines decades of wealth management and technology experience to empower your financial journey.
Rs. 500cr+
Assets Managed
5000+
Happy Customers
10K+
Transactions
Backed by trust. 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+
Assets Managed
5000+
Happy Customers
10K+
Transactions
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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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