Wealthy | Best mutual fund portfolios

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.

Mutual funds, ELSS, Section 80C, tax-saving, SIP, systematic investment plan, mutual fund, Axis Long Term Equity mutual fund, DSP Blackrock small and mid cap mutual fund, ICICI Prudential value discovery mutual fund, Reliance ELSS mutual fund, ICICI ELSS mutual fund, Reliance medium term mutual fund, Aditya Birla MNC mutual fund, Motilal oswal mutual fund, Mirae asset mutual fund, moneycontrol, myCAMS

Refer & earn Rs 500 for each successful referral
Paper-less KYC
Tax-saving statement in 3 minutes

How is Wealthy different
Auto-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 required
Paper-less - Wealthy's investment process is completely paper-less. You can start investing in a matter of few seconds
Goal-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 target
Ease 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 promise
Zero 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 questions
Safe 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.

Media mentions
NDTV - Online investing with the likes of Wealthy.in could be the next big thing
Economic Times - Wealthy.in is leveraging technology to make the investing process paperless
Moneycontrol - Wealthy has cracked the algorithm to identify investment options that are tailor-made to address individual needs

Customer love
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
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213 total

What's New

- Bug fixes
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Additional Information

March 13, 2019
Current Version
Requires Android
5.0 and up
Content Rating
Interactive Elements
Shares Info
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