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Welcome to India’s most Trusted and
Holistic financial advisor.
In WealthApp, you will find your own personal guide – be it for help with saving money, making mutual fund investments or carrying out tax saving investments – we cover you all along.
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What is
WealthApp?

WealthApp is a user-friendly platform that provides you with investment advisory services to select and invest in top mutual funds in India. While foraying into this world may seem daunting but at WealthApp, our financial consultants can help you with financial planning to make the right decisions about money – which sets you on path to achieve your financial aspirations. Should you require, our financial consultants also guide you on the best tax saving mutual fund investments and their benefits.

We also realize that every individual is different, and they have various doubts and concerns. This is why we’ve gone through a great effort to create personalized mutual fund portfolio plans across not just equity funds and debt funds, but also one-time and SIP (systematic investment plan) investment modes, tailored to your specific needs. Further, if you are thinking about tax saving investments, you could consider tax saving mutual funds, also known as tax savings funds (ELSS – equity linked savings schemes) for proper tax planning. You choose just what you like.

Why us?

WealthApp realizes the constraints of the working professional and is built so that they spend only the absolute necessary amount of time on the portal and continue on with their schedules. We know that you don’t have time to waste, so we get right to it with our recommendations of equity and debt mutual funds.

Financial planning

Customized Portfolio Plan

We understand that every individual is unique and has different requirements. Which is why, we have an extensive number of curated mutual fund and tax saving fund portfolios that are derived from in-depth research and aligned to your individual needs.

Tax saving investments

Man & Gorithm

An algorithm is able to assign you a category but we also supplement it with human intuition. WealthApp, your friendly robo-advisory firm, introduces a healthy mix of fully automated algorithm systems along with an experienced team to ensure a well-rounded approach to your financial needs.

Financial Consultant

An Intuitive Tool

We believe that a singular focus on your investment portfolio is not sufficient to create long term wealth. One also needs to minimize expenses like taxes, loan rates etc. along the way. WealthApp is actively in the process of creating tools to address these matters. This makes WealthApp one of the only holistic personal financial advisory platforms in India.

Robo advisors Bangalore

Security & Transparency

We pride ourselves on the fact that our information security is top notch and our operations, fully transparent. You can rest assured that your financial security is our top priority.

Did you know that if you had invested Rs. 1.5 lacs every year for the last 20 years in some of the tax saving ELSS mutual funds, the value of your investment today could be well over 5 cr.

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Who is
it for?

General Investor

Young Guns

You have some money saved up. It looks good, but you’ve been thinking about making this money grow by investing it in the best performing mutual funds in India, perhaps with even a goal such as tax savings investments in mind. ‘Where and how to invest the money’ are some of the top questions on your mind.

Working Professional

Family Guy

You’ve given up the wild parties for leisurely drinks and getting used to spending time with the family. Your list comprises of dream vacations, a new ride to work or a new house alongside doing enough tax saving investments and wealth building. You’ve set up some life goals and you want to make sure you’re making the right decisions to follow through.

Seasoned Investor

Bend it like Buffet

Let’s be honest, you don’t really need us. You already know the top mutual funds to invest into, or the best tax saving funds to pick and even have the know-how to decide between a one-time versus SIP mode of investing. You’ll probably go for our accredited DIY module, leave us in shock and awe, wait for the reports and spend the rest of the day, counting the cash.

How does
WealthApp Work?

Should you choose WealthApp, we realize the responsibility that you’re entrusting us with. And it’s only fair that you know how we go about it. Let’s give you a bird’s eye view of how things work.

What are the odds of making money?

Stay Invested for a year - 70% chance
Stay Invested for 5 years - 86% chance
Stay Invested for 10 years - 95% chance

Moral of the Story - Stay Invested!

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Mutual Fund Investment Plan

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What is Mutual Fund?

A mutual fund is a sum of pooled money collected from a number of investors for the purpose of investment into stocks, bonds, money market instruments and other securities. A professional team manages and invests the monies on behalf of the investors towards a pre-specified objective for a small fee. Investors can choose among the best mutual funds based on their financial goals and time durations.

Mutual Fund Investments are governed by SEBI. All mutual funds in India are mandatorily required to follow strict regulations that have been laid out by SEBI to protect the interests of the investors

Why Mutual Funds?

Mutual Funds are professionally managed pools of money, collected and invested for the purpose of generating capital gains and/or a regular source of income for the investors. A typical fund holds a number of securities selected by an expert to provide you the benefit of diversification at a fractional cost. Mutual Funds are the best investment instruments where each investor has a proportionate share in the gains/losses of the fund. You can on set up an online investment in mutual funds within minutes for as low as Rs. 500/- per month. There are different types of mutual funds each suitable for different financial goals and time durations.

Mutual Funds Sahi Hai, Get Started Now!!!