Our Services & Investor Charter
Discover our advisory approach, commitment to transparency, and the rights and responsibilities of investors.
Our Investment Products
Choose between DIY Stocks & Personalised Goal Planning to grow your wealth systematically.
Compounding Core Wealth Allocation Strategy
Moderate volatilityRecommended Minimum
Recommended minimum: Not available
Balanced Growth Strategy
Low volatilityRecommended Minimum
Recommended minimum: Not available
Prudent Growth Strategy
Low volatilityRecommended Minimum
Recommended minimum: Not available
Wealth+ India Vision 2030 Research Strategy
Moderate volatilityRecommended Minimum
Recommended minimum: Not available
Note: Indicated returns are illustrative and not guaranteed. When investing, XIRR allocation may differ due to duration of trades.
Past performance does not guarantee future returns. The securities quoted are exemplary and not recommendatory. Investments based on statistical analysis; actual performance may vary. SEBI Registered Investment Advisor: INA000021474. Please read all related documents carefully before investing.
Our Advisory Approach
About WealthPlys
We are committed to delivering exceptional financial planning services through integrity, excellence and transparency.
Our Vision
To be the most trusted financial planning partner, empowering individuals to achieve financial freedom.
Our Mission
To provide high-quality financial advice and wealth management services based on deep understanding.
Investor Charter
All details are as per SEBI circular
Services Offered
- • Financial Planning
- • Investment Advisory
- • Portfolio Review
Rights of Investors
- • Right to transparent advice
- • Right to privacy & data security
- • Right to fair treatment
Responsibilities
- • Provide accurate information
- • Read documents carefully
- • Understand risks involved
Grievance Redressal Mechanism
How we handle your concerns
Reach out to us at support@wealthplys.com
Response Time
Within 7 working days
SEBI SCORES
Lodge a complaint through the official SEBI SCORES system if not resolved.
Complaint Status / Grievance Disclosure
Transparent reporting of complaints
| Sr No | Received From | Pending at Start | Received | Resolved | Pending at End |
|---|---|---|---|---|---|
| 1 | Directly from investors | 0 | 0 | 0 | 0 |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 |
| 3 | Other Sources | 0 | 0 | 0 | 0 |
| Total | 0 | 0 | 0 | 0 |
Data updated as on 7th May 2026. Updated within 7th of succeeding month after each half-year.