Wealthfund Services Private Limited

on or simple grocery shopping, your spending will be updated automatically in your Wealthfund account. Now you can track and manage your money more efficiently than ever before. Supported with live graphics and data, it also allows you to trace the flow of expenses on real-time basis. Goal Based Investment Advisory

Wealthfund also helps you to undertake strategic planning for future goals, such as a child’s education, vacations, and even retirement. Clients can choose from a set of pre-defined investment portfolios that are customized keeping his/her risk and return expectations in mind. Tax- Saving Investment Portfolios and Schemes

Once a client adds his/her financial details to our platform, the program evaluates the amount to be invested and suggests suitable tax-saving investment portfolios and schemes. Suggested plans, be it SIP or Mutual Fund, are also based on the expected risk tolerance and return objectives of the client.