Mutual Funds
Investors receive units in proportion to their contribution to the fund, determined by the amount they invest.
Equity
Equity is the value of ownership in an asset
Fixed Deposit
Fixed deposits, offered by major financial institutions, provide guaranteed interest rates.
World Stocks
Indian investors can diversify beyond the Indian stock market by investing in US stocks such as S&P 500, Dow Jones, Nasdaq, or other listed companies.
IPO
An Initial Public Offering (IPO) is when a private company goes public by selling a portion of its stake to investors.
SIP
SIP entails investing a fixed amount regularly, avoiding market timing. This averages the investment cost, acquiring more units during market lows and fewer during highs.
Expert Team
A dedicated team
of experts to
help you stay on track.
Always make the right investment choice and stay on track with your investment goals with our team’s combined experience of over 27+ years in the investment industry.
What Our Clients Say
Bhaskar Rao
It has been a great pleasure to interact with Anil Bharadwaj in my personal wealth management given my busy schedule as a police officer I cannot follow the markets regularly. With your “WealthBox” Initiative you have ensured good, stable, and honest growth of my personal finance, "God bless you!", and growth-oriented", your interventions have never been invasive always positive & growth oriented
Vaisakh Shankar
I am very glad to have been introduced to Anil via my school classmate back in 2017. I just started my corporate career back then. Being very new to the concept of investing in general, I remember Anil being extremely patient and lucid in explaining the importance of early financial independence. He makes the process of SIP investment very smooth, constantly advises me on the markets, and encourages me to invest more at the right time. I completely trust his advice and mentorship and would without doubt strongly recommend the professional services that he offers through his company WealthBox. He has been very instrumental in shaping my financial stability at an early age
VyasRaj Sosale
Anil is one of the Best Financial Advisors I have known. He is a Dedicated, Hard working Person and always well-updated about the current market trend. Most Importantly very friendly and approachable with his clients. I definitely recommend Anil Bharadwaj to my friends and family. My Best Wishes to WealthBox.💐👍
Jyothi Vyasaraj
I have been interacting with Anil for the last half a decade. He has been the most sensible and informative Financial Advisors I have come across. The motto of WealthBox as he says, is to secure his investor's funds and get good returns. He has been very successful in achieving the same. I rate WealthBox 10/10 👍
M N Rama Rao
Mr. Anil Kumar Bharadwaj of WealthBox Has been guiding me in investments for more than a decade. After a lifetime of managing a Small-Scale Industry and at an advanced age I was indeed lucky to meet this young energetic man who can be implicitly trusted to safeguard the hard-earned money in advising good investments and ensure good returns. He is always available and keeps in constant contact. For those looking for a highly principled and disciplined advisor - "Here is the MAN!"
Dr. Capt. Ravishankar Sharma
“Investing with WealthBox is a hassle-free, very safe, convenient way of saving especially for a busy professional like me. SIP is a smart investment for a longer period wherein you can regularly save every month and forget it and wait for the power of compounding to show its miracle. It's much better than investing in traditional ways
DR. Dathathri H. A
The investment was never so fast, secure, comfortable, and realistic. Kudos to Anil Bharadwaj. In-depth knowledge of current affairs, making tailor-made and make decisions make all the difference. Gives satisfactory response to the queries. Go for WealthBox, an innovative platform for all your needs. Keep up the good work
Harish K M
My association with Anil was more than 5 years when I had to exit from a company share which was maintained as a hardcopy. He supported me in converting to the DEMAT account. He also guided me in identifying the right mutual funds & equities to invest in and creating portfolios based on financial goals. I am very happy with my engagement with WealthBox and wish them great success
Udaya Ragavan
With multiple philosophies & options for investments in the market, it takes a lot of conviction and gut to encourage the investors towards value investing. Anil Bharadwaj the CEO carries the necessary experience & knowledge to ensure that the people who invest with him end up achieving the goals for which the investments are made. He ensures to use the technology to provide his customers the best service and ease of investing. I am a proud investor with WealthBox
Kumarswami Japnnavar
It has been a wonderful experience investing with WealthBox. The journey has started past few years with WealthBox, they are taking care of my funds very well
Dr. Madhusudana N
I have been a client of WealthBox for the last 2 years. Mr. Anil and his team deliver truly professional financial planning services and put their client’s interests first which is very important. He tailored financial structures specifically to suit our situation and future needs. I have been more than happy with the results. I’d happily recommend him to anyone wanting a holistic personalized service
Krishna Joyis S
The advice and support provided by WealthBox and the team are amazing. These days most advisors are short-sighted and looking for immediate success, but many times short-sighted moves may end you with big failures in the long term. I have been seeking advice from Anil for a quite long time and his suggestions have always proved successful in the long term and pragmatic
Chethan Rao S
I got a very good response in terms of Anil and Swathi from WealthBox taking ownership and taking an interest in helping me with investment. After a good amount of discussion, they both understood my requirements and planned to build a portfolio. Thanks to all their efforts and service
Dr. Chandan M C
I have been associated with WealthBox since 2018. The honest services have fetched me good returns. Their way of handling financial investment, consultancy, advice, and services is unmatched, and much appreciated and it aptly suits current market trends. Thank you WealthBox team!
Akhil M R
I have been investing with WealthBox for the past 3 years and I am very much satisfied with their service. Mr. Anil is very knowledgeable and suggests the right funds based on various factors considering the client's needs. I have reaped good profits from the funds he suggested. I honestly recommend Mr. Anil and his firm for any advice on investments
Pavan Badarinath
WealthBox is a one-stop shop for all your market-related instruments. Based on my experience, The selection of mutual funds has been made easy for any type of investor. I have recommended WealthBox to multiple investors in my network