FAQ

Wealthplys is a SEBI registered investment advisor that provides research-backed stock advisory portfolios, mutual fund analysis, and personalized financial planning. We focus on risk-managed asset allocation to help you reach your long-term financial goals.

You can contact us via email at support@wealthplys.com or drop a message through our Contact Us form. Our team of certified experts will respond within 7 working days.

Yes! You can subscribe to both our DIY Stock Advisory plans and our Personalised Goal Planning models simultaneously, depending on your portfolio size and requirements.

A subscription ensures you get continuous, real-time adjustments, rebalancing updates, and regular reviews of your portfolio to align with changing market conditions and maintain optimal asset allocation.

Along with research strategies, subscribers get access to Wealthplus Financial GPT, custom stock portfolio reviews, tactical asset allocation guides, risk profile checkups, and periodic expert reviews.

You get active advisory recommendations, access to our client tracking dashboard, rebalancing alerts, tax-optimization advice, retirement planning support, and legacy planning, depending on your selected tier.

Wealthplys offers transparent, conflict-free advice backed by robust quantitative and qualitative research, aiming to generate risk-adjusted outperformance (alpha) while minimizing hidden costs.

You can choose based on your investable surplus and preference. For self-directed equity investments, choose our DIY Stock Advisory. For hands-held custom allocation, select a Personalised Goal Planning plan based on your portfolio size (e.g., Wealth Advisory or AUA-based models).

Portfolios are built using scientific asset-allocation models. We assess your risk tolerance, select high-quality securities or mutual funds, and dynamically rebalance them as market conditions evolve.

We offer DIY Stock advisory (e.g., Compounding Core Wealth, Balanced, Prudent) and Personalised Goal Planning models (including Fixed Fee, Tiered, and AUA-Based models).

Advisory pricing is either structured as a fixed annual fee (e.g., ₹12,000 to ₹50,000 depending on complexity) or as an AUA (Assets Under Advice) model starting from 0.25% to 1.00% annually.

Subscription fees are billed in advance. You can cancel your subscription renewal at any time. Refund terms are governed by our refund policy, adhering to SEBI guidelines.