Plans Built
for You.
From first-time SIP investors to seasoned HNI portfolios — WealthMitra offers transparent, goal-aligned investment plans with zero hidden charges.
No commitment required
₹500
Min. SIP Amount
18.4%
Avg. CAGR (10yr)
200+
Fund Options
0%
Exit Load (Most Plans)
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Choose Your
Journey.
Growth Advisory
For investors serious about growing wealth with expert guidance.
₹416/month billed annually
No lock-in period · Cancel anytime · SEBI Registered
What's Included
- SIP starting from ₹1,000/month
- Full mutual fund suite (200+ funds)
- Dedicated SEBI-registered advisor
- Weekly portfolio review calls
- Tax-loss harvesting strategies
- Goal-based planning (retirement, home, child)
- Priority WhatsApp + phone support
- Quarterly detailed performance report
Not Included
- PMS & AIF access
- Offshore investment options
- Estate planning services
Fund Universe
200+ Curated
Funds.
Every fund is hand-picked by our research team. Past performance reviewed quarterly. Risk-adjusted for your profile.
Yes, absolutely. WealthMitra allows SIPs starting from ₹500/month in select equity and hybrid mutual funds. You can increase your SIP amount at any time without any charges.
Yes. WealthMitra Financial Services Pvt. Ltd. is a SEBI Registered Investment Advisor (RIA) with registration number INA000012345. All advisors on our platform are individually NISM-certified.
The Premium Wealth plan is designed for investors with a minimum portfolio value of ₹25 lakhs. The plan fee is ₹24,999/year, and you get a dedicated senior wealth manager assigned to your account.
Yes, you can upgrade or downgrade your plan at any time. Upgrades take effect immediately (prorated billing), while downgrades take effect at the next billing cycle.
WealthMitra charges zero platform fees on most equity mutual funds. Some ELSS funds have a 3-year lock-in period by regulation. Certain debt funds may have exit loads within 30–90 days — these are always disclosed before investment.
Your investments are held directly in your name with SEBI-registered AMCs (Asset Management Companies). WealthMitra is only an advisor — we never hold your money. Funds are regulated by SEBI, AMFI, and the RBI.
Ready to Begin?
Your First Step
is Free.
Book a 30-minute free consultation with a SEBI-registered advisor. No obligations, no sales pitch — just honest financial guidance.