Wealthfund- Your savings companion
A one-stop solution to all your investment needs, Wealthfund is a leading advisory platform that works alongside you to manage and grow your savings, implementing our tailored portfolios for your financial planning. Expense Tracker
Link your bank account, credit or debit cards and enjoy free tracking of purchases and other expenses on the go! Be it a transacti
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.
