WEALTH
Mitra.
Expert-guided investment strategies for every Indian who dreams of financial freedom.
15,000+
Active Investors
₹2,400 Cr
Assets Under Management
18.4%
Avg. Annual Returns
12+
Years of Excellence
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Scalable
Solutions.
Whether you're starting with ₹500 or managing crores, WealthMitra has a plan crafted for your financial goals.
Starter SIP
Begin your wealth journey today.
- SIP from ₹500/month
- Top 5 Equity Funds
- Monthly Portfolio Report
- Mobile App Access
- Dedicated Advisor
- Tax Harvesting
Growth Advisory
Accelerate returns with expert guidance.
- SIP from ₹1,000/month
- Full Mutual Fund Suite
- Weekly Portfolio Review
- Dedicated SEBI Advisor
- Tax Harvesting
- Goal-Based Planning
Premium Wealth
Comprehensive wealth management for HNIs.
- Unlimited Portfolio Size
- PMS & AIF Access
- Daily Advisory Calls
- Estate & Tax Planning
- Offshore Investments
- Dedicated Wealth Manager
All plans include SEBI-registered advisory · No hidden charges · Cancel anytime
Fund Categories
Mutual
Funds.
Curated fund recommendations across risk profiles, backed by 12+ years of market expertise and real-time research.
Retirement Corpus
₹2.4 Cr
Avg. corpus built in 20 years
₹5,000
Monthly SIP
20 Yrs
Investment Period
Retirement Planning
Build Your
Golden Years.
India's retirement crisis is real — 85% of working Indians have no formal retirement savings. WealthMitra's goal-based retirement plans ensure you never run out of money.
Goal Calculator
Know exactly how much to invest monthly to hit your retirement target.
Inflation Shield
Portfolios designed to beat inflation by 4–6% annually over the long term.
NPS Integration
Combine NPS with mutual funds for maximum tax efficiency under Sec 80C.
Family Planning
Estate planning and wealth transfer strategies for your family's future.
Client Stories
Trusted by
Thousands.
15,000+
Happy Investors
4.9/5
Google Rating
98%
Renewal Rate
“WealthMitra helped me build a ₹45 lakh corpus in just 8 years with a ₹8,000/month SIP. My advisor Priya Sharma was exceptional — she understood my risk appetite and customised everything.”
Rohan Mehta
Senior Software Engineer, Pune
₹45 Lakh
Portfolio
8 Years
With Us
Your Financial Freedom Awaits
Start
Investing.
Join 15,000+ Indians who chose WealthMitra to build their financial future. Your first consultation is free.
SIP from ₹500 · No lock-in · SEBI Registered