We Maximize your Wealth

We Are fastest growing mutual fund Distributor

MUTUAL FUNDS | BONDS | PMS | DIRECT EQUITY | LOANS

What We Do

Services we Provide

Your mutual fund Investment through our personalized services.

Systematic Investment Plan (SIP)

A Systematic Investment Plan (SIP) is a disciplined approach to investing where you invest a fixed amount of money in a mutual fund at regular intervals.

Tax saving Investment

An equity-linked savings scheme or ELSS is a tax-saving investment under Section 80C of the Income Tax Act, 1961.

STP

A Systematic Transfer Plan (or STP) gives you the option to shift your investments from one mutual fund scheme to another.

SWP

Systematic Withdrawal Plan (Or SWP) is a redemption plan that allows you to withdraw a fixed amount from your fund at regular intervals.

DTP

Dividend Transfer Plan (DTP) Dividend Transfer Plan (DTP) is a facility that allows investors to invest the dividend earned in a mutual fund investment into another scheme of the same mutual fund.

Switch

A switch is redemption from one scheme and a purchase into another combined into one transaction.

About us

We are The Best Finance Agency in the Area

Wealthoo is a fin tech startup company which empower both advisor and investor to utilize best potential of technology and research to create wealth from mutual fund investment.

Our expert team consistently track the market and fin-tech arena to provide the best tool to utilize the full potential of the our advisor skills that could mutually rewarded to our partners and investor.

Our cutting edge technology driven platform provides real time tracking of investment of our clients as well the assets under advisor to our expert associate partner community.

Our support team executives are available 24X7 to provide support to our partner and clients.

Our Mission

To create better a technology driven investment ecosystem to mobilize the savings in the financial market to boost the economy and create wealth for our clients and partners.

To create life long relationship with our investors, customers and stakeholder

Our Vision

To become the world class organization and create greatest values for our investors, Customer and stakeholders.

Our Advance and Innovative Features

Expert Support

Paper less process/E-KYC/Online Transaction

Real Time Tracking of NAV

27X7 Customer Support System

Our Clients

Trusted by World’s Best Companies

Testimonials

What Our Client are Saying

Satyendra Kushwah Engineer

Amazing website and company for mutual fund investment in India. Personalized service with Expert Advice available for your best benefit.

Yamini Patil Doctor

Amazing website and company for mutual fund investment in India. Personalized service with Expert Advice available for your best benefit.

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