Wealth Today, Wealthier Tomorrow

Index	Value	Change
Initializing market data...

Last updated: --

Indicator	Value
GDP Growth Rate	7.8%
Interest Rate	Average 6.45% - 6.70%
Inflation Rate	3.21% Dec 2025
Unemployment Rate	4.9%
Government Debt to GDP	82%
Balance of Trade	$ (27.1) Billion
Current Account to GDP	$(13.2) Billion (1.3% of GDP)
Credit Rating	S&P Global - BBB
Per Capita Income	$3051 (Nominal, 2026 est)
IIP Growth Rate	4.8% YOY November 2025
PMI	56.9 January 2026

Books

Discover our investment and wealth management books

Our books provide expert insights on financial planning, investment advisory services, and building long-term wealth through smart investment decisions.

Rupees to Riches: Investing Smart in Emerging Markets

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The Everyday Investor: Building Wealth without the Jargon

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Investment Matrix: A Systematic Path to Superior Returns

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Compounding Calm-The Mindset of Investing

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Investment Plans

Average CAGR Returns as of 11 Jan 2026

DIY Investment Membership

₹999 per year

What You Get:

Annual risk profiling
5 model portfolios (20–25 funds)
Portfolios by risk, time horizon & goal type
Suggested allocation & fund list (choose as per your risk)
Annual portfolio updates

Who Is This For?

Self-directed investors who prefer structured model portfolios.

By Risk:

Conservative • Moderate • Aggressive

DIY Investment Membership

₹1,999 per year

What You Get:

Annual risk profiling
12 model portfolios (40–60 funds, select at purchase)
Portfolios by risk, time horizon & goal type
Suggested allocation & fund list (choose as per your risk)
Annual portfolio updates

Who Is This For?

Self-directed investors who prefer structured model portfolios.

By Risk:

Conservative • Moderate • Aggressive

DIY Investment Membership

₹2,499 per year

What You Get:

Annual risk profiling
20 model portfolios (40–60 funds, select at purchase)
Portfolios by risk, time horizon & goal type
Suggested allocation & fund list (choose as per your risk)
Annual portfolio updates

Who Is This For?

Self-directed investors who prefer structured model portfolios.

By Risk:

Conservative • Moderate • Aggressive

By Goal:

Retirement • Child Education • Tax Saving • Wealth Creation • Income Generation • Short Term Parking

Model Portfolios & Funds

Mixed of Global Funds

2 Large Cap, 1 Mid Cap, 1 Small Cap, 1 Global Fund

3Y 19.65%

5Y 27.025%

10Y 17.105%

Large Cap

5 Large Cap

3Y 18.58%

5Y 22.21%

10Y 14.12%

Flexi Cap

5 Flexi Cap

3Y 22.79%

5Y 27.11%

10Y 17.65%

Small Cap

5 Small Caps

3Y 22.17%

5Y 31.7%

10Y 19.8%

Mid Cap

5 Mid Caps 50, Top100

3Y 24.28%

5Y 30.39%

10Y 18.20%

Banking and Finance

5 Top Funds

3Y 20.5%

5Y 24.81%

10Y 15.37%

Crorepati Fund

5 Crorepati Funds

3Y 19.30%

5Y 26.67%

10Y 17.58%

Regular Monthly Income Using SWP

3 Top Funds

3Y 18.31%

5Y 21.79%

10Y 14.69%

Regular Monthly Income

3 Top Funds

3Y Fixed Annual Dividend Yield 8.18 - 18.89%

5Y 21.95%

10Y 13.54%

Compounding Core Wealth Allocation Strategy

3Y 37.86%

5Y 54.46%

10Y 27.6%

Billing:

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Balanced Growth Strategy

3Y 14.21%

5Y 14.07%

10Y 13.85%

Billing:

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Prudent Growth Strategy

3Y 10.64%

5Y 10.57%

10Y 15.21%

Billing:

Subscribe Now Read More

Wealth+ India Vision 2030 Research Strategy

3Y 23.5%

5Y 17.16%

10Y 13.2%

Billing:

Subscribe Now Read More

Note: Each stock has different returns. This is average returns are taken. Where returns may differ as shown due to allocation of stocks.

Note: Please note that these figures are derived from back tested data, representing hypothetical performance based on historical models rather than actual live trading results. This research aims to provide long-term investors with a disciplined framework for capturing structural themes like digital infrastructure and energy transition.

🥇 Wealth Advisory

Comprehensive

₹25,000 per year

Yearly

Minimum Portfolio: ₹10 lakh

What You Get:

Risk profiling
Comprehensive financial plan
Asset allocation strategy
Direct mutual fund selection (as per the risk profiling)
Direct Stock Advisory (as per the risk profiling)
Tax optimization
2–3 review meetings
Rebalancing support

Subscribe now

🥈 Elite Wealth Plan

Premium

₹50,000 per year

Yearly

Minimum Portfolio: ₹50 lakh+

What You Get:

Risk profiling
Retirement modelling
Comprehensive financial plan
Asset allocation strategy
Direct mutual fund selection (as per the risk profiling)
Direct Stock Advisory (as per the risk profiling)
Estate planning coordination
Tax strategy discussion
Debt restructuring advice
Rebalancing Support
Quarterly review

Subscribe now

MODEL 1: Fixed Fee – Goal-Based Advisory

Simple & Scalable

₹12,000 per year

Yearly

Best For: Salaried professionals (₹8L–₹25L income)

What You Get:

Risk profiling
Goal calculation (retirement, child, house)
Asset allocation
Direct mutual fund/ stocks portfolio (as per the risk profiling)
2 review calls/year
Rebalancing support

Subscribe now

MODEL 2: Tiered Subscription

Basic • Standard • Premium

🥉 Basic — ₹3,999/yr

Model portfolio (3 risk categories)
Annual rebalance
Email support

Choose Basic

🥈 Standard — ₹7,999/yr

Personalized portfolio
Goal planning
1 review call
Rebalancing

Choose Standard

🥇 Premium — ₹18,000/yr

Full financial plan
Retirement modelling
Tax planning
2–3 review calls
Ongoing support

Choose Premium

MODEL 3: AUA-Based Model

Long-Term Wealth Builder

Best For: Clients with ₹1 crore+ portfolios

Minimum Portfolio: ₹1 crore

Total Wealth Management

1% of AUA

Subscribe now

Mutual Fund Direct only

0.25% of AUA

Subscribe now

Direct Stock Advisory only

1% of AUA

Subscribe now

MODEL 4: Niche Premium Online Planning

High Income, Low Clients

₹25,000 per year

Yearly

Pick One Niche:

IT professionals • Doctors • NRIs • Business owners

What You Get:

Full financial plan PDF (25 pages)
Retirement projection
Tax planning strategy
Insurance review
Asset allocation
2–4 calls/year

Subscribe now

More Products

SEBI Registered INA000021474

Zero Hidden Fees Transparent pricing, always

15+ Years Of advisory excellence

AI-Powered Advisory Smart wealth management

Why Choose Wealthplys?

At Wealthplys, we simplify wealth creation through AI-powered investment advisory and comprehensive financial planning services. Our wealth management platform offers smart, secure, and cost-effective investment solutions designed to help you achieve your financial goals. With expert portfolio management, personalized investment strategies, and curated mutual fund recommendations, we provide professional investment advisory services that make wealth management accessible to everyone. Here's what makes us different:

💸 Low-Cost Investing Cut out hidden charges with direct access to funds and ETFs. Leverage data-backed strategies to build diversified portfolios tailored to your goals.
🤖 AI-Driven Insights Our smart AI engine suggests the best investment paths tailored just for you. Benefit from handpicked mutual funds chosen by seasoned financial professionals.
📈 Better Returns, Lesser Risk We use modern portfolio theory to balance risk and maximize returns. Stay informed with clear, honest advice and no hidden agendas.
🔒 Secure & Reliable With over 15 years of experience, your investments are in safe hands. We align your investments with your life goals — not just market trends.
🌟 Expertly Curated Portfolios are designed and managed by seasoned professionals. Expertly Curated Portfolios are designed and managed by seasoned professionals.

See How We Compare

AI Chatbot for Personalized Investment Advice

Not Sure Where to Invest? Let Our AI Guide You!

Experience the future of financial planning with our AI-powered investment advisory platform. Get personalized wealth management guidance, expert investment strategies, and professional portfolio management recommendations tailored to your financial goals and risk profile.

Interactive AI-powered chatbot to analyze user risk appetite & goals.
Offers personalized investment recommendations in real-time.
Conversational UX to increase engagement & lead conversion.

A Simple Identity. A Simple Philosophy.

Guiding investors for over 15 years in making the right investment decisions through expert financial planning, comprehensive wealth management, and AI-powered investment advisory services. Our portfolio management expertise and personalized investment strategies help clients build long-term wealth through smart mutual fund investments and strategic financial planning.

Invest For Good

Framework Driven

Skin In The Game

Experts having experience in Advisory
Since 2010

Trusted by Happy Investors

Asset Under Advisory

Personalized Strategy

Real-Time Insights

About us Know our team

Wealth + Video Feed

Reduced term loan calculator and fee based advisory for mutual fund and other investment strategies

Holistic Insurance Cover Analysis | WealthplysGPT

Risk Profiling Calculator WealthplysGPT

How Well Informed Financial Planning and Investment strategy makes Raj Wealthier

Best retirement plans India | retirement income strategy | retirement calculator India

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Best Advisory Platform For Direct Investments

Platform for alpha investment opportunities beyond from regular investments

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Knowledge Center

Latest Investment Insights & Smart Money Tips

Security & Trust

15+ Years of Advisory Experience

Zero Hidden Fees

India's Top Fund Houses

Direct Fund Investments Advisory

Our Blogs

The Circular Revolution: How Plastic Recycling is Powering "Indian Vision 2030"

Navigating the Unknown: How Geopolitics & Global Conflict Could Impact India's Economy Context: Global uncertainty as of 2026

Beyond the Storm: $5 Trillion Milestone to Become the World's 3rd Largest Economy by 2028 in an Uncertain Era

Success Stories

Hear how Wealth+ helped users invest smarter and grow their wealth.

I was working hard but struggled to grow my investments. Wealth+ helped me create a systematic investment plan as per my risk profiling. Over time, my portfolio began outperforming traditional savings. Also I really appreciate their personalized services in terms of managing my overall wealth with maintaining risk reward. Now, I feel empowered and financially secure, all thanks to WealthPlys.

Pavan Raghav

Noida

I was hesitant to invest, fearing mistakes and losses. Wealth+ provided a structured system and personalized advisory service support that made investing easy. After consistent investments for 4 years, my wealth started multiplying. Now, I invest with confidence, using WealthPlys as his roadmap to success.

Piyush Sharma

Dehradun

I wanted to buy a home and accumulate retirement funds but did not know where to start investing. Wealthplys simplified my journey with goal-based investment plans and easy -to-follow advice. My steady investments compounded perfectly over the years. Today, I own my dream home and feeling secure with enough retirement funds without worrying about my further survival, recommend Wealthplys to everyone.

Kishan Lal

Mayur Vihar, Delhi

I was always afraid of making wrong investment decisions. Wealthplys guided me step by step with a clear investment matrix and risk management. With their personalized investment services and wealth management expertise-my investment started performing steadily. Today, I invest without worry and looking forward to achieving my financial goals, fully supported by Wealthplys.

Prakash Kumar

Indirapuram, Ghaziabad

Wealth Today, Wealthier Tomorrow

Books

Investment Plans

DIY Investment Membership

DIY Investment Membership

DIY Investment Membership

Model Portfolios & Funds

Mixed of Global Funds

Large Cap

Flexi Cap

Small Cap

Mid Cap

Banking and Finance

Crorepati Fund

Regular Monthly Income Using SWP

Regular Monthly Income

Compounding Core Wealth Allocation Strategy

Balanced Growth Strategy

Prudent Growth Strategy

Wealth+ India Vision 2030 Research Strategy

🥇 Wealth Advisory

🥈 Elite Wealth Plan

MODEL 1: Fixed Fee – Goal-Based Advisory

MODEL 2: Tiered Subscription

MODEL 3: AUA-Based Model

MODEL 4: Niche Premium Online Planning

Why Choose Wealthplys?

AI Chatbot for Personalized Investment Advice

Not Sure Where to Invest? Let Our AI Guide You!

A Simple Identity. A Simple Philosophy.

Invest For Good

Framework Driven

Skin In The Game

Experts having experience in AdvisorySince 2010

Trusted by Happy Investors

Asset Under Advisory

Personalized Strategy

Real-Time Insights

Wealth + Video Feed

Knowledge Center

Security & Trust

Our Blogs

Success Stories

Video Success Stories

Divyanshu

Chat With Us

Experts having experience in Advisory
Since 2010