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

wealthbox.co.in blog investment
Investment Options for HUFs: Mutual Funds vs. Portfolio Management Services (PMS)
Hindu Undivided Families (HUFs) have unique investment needs that require careful consideration to optimize their financial growth. Mutual Funds and Portfolio Management Services (PMS)...
Read More
wealthbox blog India savings schemes for boy child
Post Office Saving Schemes for the Boy Child in India
While the girl child has often had more dedicated saving schemes, there are also post office saving schemes available for the boy child in India. If you’re looking to secure your...
Read More
wealthbox blog India Post NSC
Post Office National Savings Certificate (NSC) Explained
Confused about investing in Post Office National Savings Certificates (NSC)? Let’s uncover the essentials of NSC, covering eligibility, benefits, interest rates, and more. Financial...
Read More

Our Platform Partners

sebi logo wealthbox

Our Valuable Partners

Scroll to Top