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Beskrivelse
Invest directly, with confidence.
Wealthzi is your trusted digital wealth partner – built for investors who want zero-commission access to curated portfolios, powerful tools, and comprehensive financial products under one roof.
Whether you're managing personal goals or your family’s financial future, Wealthzi gives you the clarity, control, and expert-backed insights you need to grow your wealth – the right way.
Key Features for Investors
🔒Zero Commission. Direct Investing.
Save more by investing in direct plans of mutual funds – no hidden fees, no commissions.
📊Complete Portfolio at One Place
Track your entire investment journey with detailed reports, insights, and real-time updates.
👨👩👧👦Family Portfolio Management
Easily manage and view investments of all your family members from a single login.
🛒All-in-One Cart for Transactions
Lump sum, SIPs, switches, redemptions – execute multiple transactions in a single go.
🎯Goal-Based Recommendations
Get personalized, goal-linked investment suggestions based on your financial needs.
📚Diverse Investment Products
Choose from Mutual Funds, Fixed Deposits, Bonds, PMS, Insurance & more – all in one place.
📥Quick & Paperless Onboarding
Open your account with seamless eKYC – secure, fast, and 100% digital.
📈Powerful Research & Insights
Understand your portfolio better with Zi Score-based analysis and expert reviews.
Why Choose Wealthzi?
✔ SEBI Registered RIA – transparent, unbiased, and client-first
✔ Direct mutual fund investments – more returns, less cost
✔ Detailed family & individual reporting
✔ Real-time tracking with personalized dashboards
✔ Backed by a team with 15+ years of wealth management expertise
✔ Secure platform with advanced encryption and privacy protocols
Supported Mutual Fund Houses
You can invest in direct schemes from all major AMCs including:
ICICI Prudential MF
HDFC MF
SBI MF
Kotak Mahindra MF
Nippon India MF
Aditya Birla Sun Life MF
Axis MF
UTI MF
Tata MF
DSP MF
Mirae Asset MF
Bandhan MF
HSBC MF
Franklin Templeton MF
Invesco MF
Canara Robeco MF
Edelweiss MF
PPFAS MF
Quant MF
Motilal Oswal MF
Sundaram MF
Baroda BNP Paribas MF
LIC MF
Mahindra Manulife MF
PGIM India MF
Union MF
Bajaj Finserv MF
WhiteOak Capital MF
JM Financial MF
Bank of India MF
360 ONE MF
ITI MF
NJ MF
Navi MF
Helios MF
Samco MF
Quantum MF
Trust MF
Groww MF
Old Bridge MF
Shriram MF
Zerodha MF
Taurus MF
Angel One MF
✨ Ready to take control of your financial future?
Download Wealthzi and experience seamless wealth management with zero commissions and full transparency.
🌐www.wealthzi.com | SEBI RIA Registration No: INA000018133
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Yderligere oplysninger
- Version: 1.9
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