Wealthzi

Wealthzi – Direct Investing. Smarter Decisions. Greater Wealth. 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