About Us

Wealthvriksh is a one stop solution for financial advisory and wealth management founded by veterans of financial services industry with rich and wide experience in the Indian financial sector having worked in large...

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"NEVER DEPEND ON SINGLE INCOME, MAKE INVESTMENT TO CREATE A SECOND SOURCE"

— WARREN BUFFET

Online Services

Portfolio Login

Check Your Investment, Scheme wise comprehensive report, Asset Allocation & much more. Know more

Invest Online

Now invest any time & any where in the mutual fund schemes of your choice without any hassles. Know more

E-KYC / E-FATCA

Download KYC and FATCA Forms and check your KYC status.
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Financial Calculators

SIP, Goal, Education, Marriage, Retirement, SIP Delay, Lumpsum, Cost of Living & many more. Know more

Our Product & Services

Mutual Funds

A mutual fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. Read more

Insurance

Insurance enables those who suffer a loss or accident to be compensated for the effects of their misfortune. The payments come from a fund of money contributed. Read more

Fixed Income

FDs are one of the oldest and most common methods of investing. When it comes to assured returns, choosing the right type of savings scheme makes all the difference. Read more

Financial Planning

Financial Planning is a service that looks at an individual’s investment needs through a step by step approach. The Financial Planning service is ideal for individuals. Read more

Wealth Management

Wealth Management is a comprehensive mix of Asset, Debt, Tax and Risk Management Strategies into one single financial solution. This is ideal for clients. Read more

NRI Services

India enjoys one of the largest inflows from its Non-Resident population who seem keen to send money back to their loved ones and also invest in the emerging India story. Read more

Check out the Power of SIP

Market Watch

  • Mutual Fund News
  • World Indices
  • Forex Rates

Testimonials

How does Wealthvriksh helps you

Investment Goals

1st Step towards Financial Nirvana is deciding your investments Goals.

Risk-Profiling

Wealthvriksh will help you understand your ability to bear risk and identify the asset classes to match your investment needs.

Investment Plan

Invest monthly through an SIP or whenever you have the money in our Identified & Researched best funds.

Financial Nirvana

Wealthvriksh does not stops until you achieve your Goals & attain Financial Nirvana.