Wealthy is an easy to use online investment service that helps you grow your money in way that is personalised, unbiased and proven. With Wealthy, your money is invested in data-driven and scientifically designed portfolios of low-cost mutual funds. Our service leverages best practices in investment management from across the world and is designed to help you earn the best possible returns on your money.
One place to track your mutual fund investments
On Wealthy.in, you can now also track all your mutual funds. No need to manually enter your transactions. Just sign-up and start tracking your portfolio in a matter of few minutes. Consolidated holding, return values and NAVs are updated on a daily basis. Bought more or sold some? No problem, just press sync button on your tracker and it's done.
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Refer & earn Rs 500 for each successful referral
Tax-saving statement in 3 minutes
How is Wealthy differentAuto-rebalancing
- Wealthy's algorithms do monthly re-balancing of all your portfolios which have an active monthly contribution (SIP). Our algorithms also review your fund-basket on a regular basis and recommend changes if requiredPaper-less
- Wealthy's investment process is completely paper-less. You can start investing in a matter of few secondsGoal-tracking
- With Wealthy's new dashboard, you can setup custom targets for each of your portfolio and our algorithms will actively help you achieve your targetEase of use
- Our customers love us for the simplicity of our user experience
How it works
Download the app and click on 'Get Started'
and let Wealthy take care of the rest.
You can do the following with your personalised investment plans:Invest anytime
- Invest monthly (SIP) or one time. Add more money whenever you want.Track on the go
- Track your investment progress from Mobile or Web app at all times.Withdraw anytime
- No Lock in periods. Get your money back into your bank account in 3 days.*Tax-saver offering of ELSS funds has a lock-in period of three years
Our promiseZero effort
- Opening an investment account with us is 100% paperless. No physical forms, photocopies or photographs.Always available
- Chat with us or email us and our team will help you sort out any questionsSafe and secure
- Your money is invested directly with mutual fund companies without ever coming to our bank account. Wealthy uses bank-grade security to manage your money and your personal data is not shared with anyone.
- Online investing with the likes of Wealthy.in
could be the next big thingEconomic Times
is leveraging technology to make the investing process paperlessMoneycontrol
- Wealthy has cracked the algorithm to identify investment options that are tailor-made to address individual needs
By @appadappajappa - Thank you @roadtowealthy for taking away my headache of tax-saving investments - sorted out my ELSS in a minute :)
By @rustedendorphi - @AgarwalAditya @roadtowealthy @ravishanker_ It's indeed great!
By @_kkumar - Just rebalanced my #portfolio and signed up for SIPs using @roadtowealthy - boy the other guys sold me some bad products! #investing #goals