Your single point access to virtually all mutual fund schemes from all fund houses in the market.
With our Trading & Demat Account services, get paperless access to Mutual Funds, Direct Equity.
An initial public offering (IPO) is the first time a company issues shares to the public. This is when a private company decides to go ‘public‘.
Get easy access to diverse debt products from the of the leading companies, institutions in India.
At Investment Wealth Fundas, our vision is to provide you with the most ideal solutions in wealth management for your overall financial well-being. It is our mission to reach to a maximum number of clients and make a positive, worthwhile impact in their lives and help them achieve their responsibilities and financial goals in life.
Going beyond planning and execution services, we believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & goals in life. All this while, we would ensure that you are always updated, informed and in control of your wealth.
We are driven to provide you with simple, balanced and uncluttered professional advice that adds value to your quality of life and results in actionable solutions. We practice a client focused, need-based, process oriented approach . We follow wealth Creation Strategies of Risk Minimization & Return Maximization.
Mr. Narayanan Head of Equities – BNP Paribas Asset Management India Pvt. Ltd.
Ms. Lakshmi Iyer Chief Investment Officer ( Debt ) & Head Products, Kotak Mahindra Asset Management Company Ltd.
Mr. Mayank Prakash Team Lead – Fixed Income, BNP Paribas Asset Management India Pvt. Ltd.
See what our customers have to say about Wealth Fundas services.
“I came to know about wealthfundas. They advised me how to invest in Mutual Funds. Suggested me four funds. Turned it into Good Returns Just By Simply Investing Through SIP. Dear Friends – got good advice from Wealthfundas like to share with you too, Don't Put All Your Eggs In One Basket.”
"Equity and Mutual Funds looks attractive for generating wealth. I always wanted to invest in Mutual Funds since many years, but never knew where and how to start!! . Then I came to know of Wealth Fundas and I am really happy with their services and investment guidance. It is a great learning experience for novice people like me."
"I am very much thankful to wealthfundas for his continuous support even beyond the office hours. Wealthfundas is always there wherever I needed his expertise. All my Investment decisions were taken only after discussion with Wealthfundas team. Last one year with Wealthfundas was a Wonderful Journey And Hope To Continue The Same In Years To Come. Best Wishes To Wealthfundas-Together We Will Grow!"
"Like most women still rely on their husbands/father to go about their investments or financial plans . Thanks Wealth Fundas for Updating my School of Thought & excellent guidance how to start saving & investment for Child Education & Retirement etc."
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The Investments Are Handled In Accordance With Goal Mapping.
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