wealthbox homepage goal tracker
Goal Tracker

Set goals and track your progress

Achieving your long-awaited dreams is made easy now with our app. 

Easy Setup

Setup and onboard quickly and easily

With our video KYC feature, complete the onboarding process in 30 minutes, setup your account and start investing.

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.

Happy Customers
0 +
Assets Under Management
1 Bn+
SIP Counts
0
Cities globally
0 +

What Our Clients Say

Latest Posts

mutual fund
What Are the Benefits and Risks of Investing in Small-Cap Mutual Funds in India?
Small-cap mutual funds have emerged as powerful wealth creators in India’s investment landscape, captivating investors with their potential for explosive growth. These funds,...
Read More
mutual fund
How to Review and Adjust Your Mutual Fund Investment Portfolio Regularly
In the dynamic landscape of mutual fund investments, a set-it-and-forget-it approach rarely delivers optimal results. Regular portfolio reviews and strategic adjustments are essential...
Read More
Close-up of tax-related items including coins, calculator, and word 'taxes' on a green background.
Tax Implications of Investing in Mutual Funds in India: A Complete Guide
Investing in mutual funds has become increasingly popular among Indian investors seeking wealth creation opportunities beyond traditional fixed deposits and real estate. However, understanding...
Read More

Our Platform Partners

sebi logo wealthbox

Our Valuable Partners

Scroll to Top