Personal finance done the right way.

wealthbox homepage hero image
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

sustainable investing blog wealthbox.co.in
Do Good, Do Well: Unveiling the World of Sustainable & Impact Investing
Feeling the urge to invest your hard-earned money, but also wanting to make a positive impact on the world? You’re not alone! Enter the exciting world of sustainable and impact...
Read More
women ceos blog wealthbox.co.in
Unstoppable She-EOs: The Rise of Women Investors and Financial Empowerment
The financial landscape is experiencing a remarkable shift – the rise of women investors! But this isn’t just a trend; it’s a revolution, driven by empowered women taking...
Read More
money myths blog wealthbox.co.in
Money Myths Be Gone! Busting Common Scams & Protecting Your Financial Fortress
We all want to make smart financial decisions, but let’s face it, the world of finance can be… confusing. Enter money myths and scams – lurking in the shadows, ready to trip up...
Read More

Our Platform Partners

sebi logo wealthbox

Our Valuable Partners

Scroll to Top