Wealthzi

Wealthzi – Direct Investing. Smarter Decisions. Greater Wealth. Invest directly, with confidence. Wealthzi is your trusted digital wealth partner – built for investors who want zero-commission access to curated portfolios, powerful tools, and comprehensive financial products under one roof. Whether you're managing personal goals or your family’s financial future, Wealthzi gives you the clarity, control, and expert-backed insights you need to grow your wealth – the right way. Key Features for Investors Zero Commission. Direct Investing. Save more by investing in direct plans of mutual funds – no hidden fees, no commissions. Complete Portfolio at One Place Track your entire investment journey with detailed reports, insights, and real-time updates. Family Portfolio Management Easily manage and view investments of all your family members from a single login. All-in-One Cart for Transactions Lump sum, SIPs, switches, redemptions – execute multiple transactions in a single go. Goal-Based Recommendations Get personalized, goal-linked investment suggestions based on your financial needs. Diverse Investment Products Choose from Mutual Funds, Fixed Deposits, Bonds, PMS, Insurance & more – all in one place. Quick & Paperless Onboarding Open your account with seamless eKYC – secure, fast, and 100% digital. Powerful Research & Insights Understand your portfolio better with Zi Score-based analysis and expert reviews. Why Choose Wealthzi?

• SEBI Registered RIA – transparent, unbiased, and client-first
• Direct mutual fund investments – more returns, less cost
• Detailed family & individual reporting
• Real-time tracking with personalized dashboards
• Backed by a team with 15+ years of wealth management expertise
• Secure platform with advanced encryption and privacy protocols Supported Mutual Fund Houses You can invest in direct schemes from all major AMCs including: ICICI Prudential MF
  HDFC MF
  SBI MF
  Kotak Mahindra MF
  Nippon India MF
  Aditya Birla Sun Life MF
  Axis MF
  UTI MF
  Tata MF
  DSP MF
  Mirae Asset MF
  Bandhan MF
  HSBC MF
  Franklin Templeton MF
  Invesco MF
  Canara Robeco MF
  Edelweiss MF
  PPFAS MF
  Quant MF
  Motilal Oswal MF
  Sundaram MF
  Baroda BNP Paribas MF
  LIC MF
  Mahindra Manulife MF
  PGIM India MF
  Union MF
  Bajaj Finserv MF
  WhiteOak Capital MF
  JM Financial MF
  Bank of India MF
  360 ONE MF
  ITI MF
  NJ MF
  Navi MF
  Helios MF
  Samco MF
  Quantum MF
  Trust MF
  Groww MF
  Old Bridge MF
  Shriram MF
  Zerodha MF
  Taurus MF
  Angel One MF

Ready to take control of your financial future?

Download Wealthzi and experience seamless wealth management with zero commissions and full transparency. www.wealthzi.com | SEBI RIA Registration No: INA000018133