People at WealthX understand you, your relationship with money, your current financial situation and your goals and aspirations. We provide solutions depending on the various dynamics and work together to achieve your goals.

In one of the most popular and relatively simple forms of investing in mutual funds, there are 1200+ schemes to choose from. If we add more products to the portfolio, building a portfolio that suits your requirements will be challenging. We at WealthX are a team of qualified and experienced professionals who can make this complex process very simple for you to get the best out of your portfolio.

People generally use these terms interchangeably, considering them the same, but they are not. What makes them different is their ability to beat inflation. The one with the potential to beat inflation is considered an investment. Globally, only two asset classes, equity and real estate (land), can beat inflation. Having at least one of them in your portfolio is significant.

As per the regulations, in any investment products we deal in, your money gets invested in your name itself. Therefore, when you exit the investments, the money will come to you directly. However, these are market-linked products. Volatility is in its DNA, but these are the best-performing products in the long term.

WealthX offers you both options. We recommend that one should start building a portfolio with mutual fund investments. Once you have enough in a mutual fund portfolio to fund your life goals, the excess amount can be invested in more volatile products like direct stocks. A strong and well-funded mutual fund portfolio is essential for your life goals.

Ideally, the first step to start building your portfolio is to protect yourself for your family. Build a strong insurance portfolio with various products like term plans, health insurance and personal accident, to name a few. This, in turn, protects the future of your loved ones. After that, start building an investment portfolio that suits your requirements in order to achieve your goals.

Our job is to give you investment suggestions after considering all your inputs. Finally, the choice rests with you. We suggest a portfolio that resonates with LIC’s tagline – ‘Zindagi ke sath bhi, Zindagi ke baad bhi.’ So, our investment portfolio will help you to achieve all you want – Zindagi ke sath and our insurance portfolio will help your family to achieve all you ever wanted for them – ‘Zindagi ke baad bhi.’

We welcome all investors irrespective of the amount they wish to invest. You may start investing with us with as little as Rs. 500 per month. We are confident that you will return with more to invest in the future!

We work as product (mutual fund) distributors per SEBI’s categorisation. Hence, we earn commission out of the products that we suggest/distribute. To stay transparent in our policy and avoid any conflict of interest, we provide all the information, including the revenue from the options suggested for your portfolio.