Services
What services do we provide?
We help you to invest in
- Mutual Funds
- Fixed Deposits
- Insurance
- Bonds
- Debentures
- Portfolio Management Services
- Shares and Stocks
After you join us, our wealth partner (Vanya Bhadani) will contact you, ask you about your investment preferences and suggest Investment plans that will suit your needs the best. You simply need to click on accept and your investment will automatically begin. Join using the link below and we will get in touch with you.
Create Account
Clicking on the button provided above
Download App
Download the Wealthy App and complete KYC
Fill Google Form
Fill and submit the questionnaire sent by us specifying your requirement
Investment Proposal
Get a customized investment proposal on WhatsApp, Email and on the App
Our mission
Our mission is to provide clear and concise financial advice along with end-to-end support to help you grow your wealth.
Our values
We strive to help our clients become more financially literate and to simplify the process of Financial Planning and Investments for them.
Our team
Consisting of a group of Chartered Accountants and MBAs committed to ongoing market research and analysis to offer you the most suitable solution for your needs.