Expert-guided mutual fund investments tailored to your goals. From SIPs to lump-sum, we help you navigate every market condition.
Avg. Annual Return
18.4%
Active SIPs
2,400+
Comprehensive mutual fund solutions designed for every stage of your financial journey.
Start investing with as low as Rs. 500/month. Harness the power of rupee cost averaging and compounding over time.
Deploy larger amounts strategically with our market-timing guidance. Ideal for bonuses, windfalls, and goal-based investing.
Save up to Rs. 46,800 under Section 80C with a 3-year lock-in. Equity-linked savings with potential for wealth creation.
Get a customized portfolio aligned with your risk appetite, time horizon, and financial goals. Regular rebalancing included.
Child's education, dream home, retirement — we map every rupee to a specific goal and track progress with you.
Systematic Transfer Plans for staged deployment. Systematic Withdrawal Plans for regular income in retirement years.
14+
Years
Founded in 2010, WealthAxis has grown from a single-desk operation to one of the most trusted mutual fund distribution houses in the region. We believe wealth creation is not about timing the market — it's about time in the market, guided by the right advice.
Our team holds CFP and NISM certifications, ensuring you get advice that's both qualified and compliant.
We earn through commission from AMCs — no hidden fees, no mis-selling. Your returns come first, always.
Track investments online while having a dedicated advisor just a call away. Best of both worlds.
Curated fund recommendations across categories based on our rigorous selection process.
Tell us your goals, risk appetite, and investment horizon.
We craft a personalized fund portfolio just for you.
KYC, bank mandate, and NACH — all online in 10 minutes.
Your SIP begins. We monitor, review, and rebalance.
See how your money grows with disciplined investing
Rs. 10,000
12.0%
15 Years
Total Invested
Rs. 18,00,000
Wealth Gained
Rs. 32,49,576
Total Value
Rs. 50,49,576
I started a Rs. 5,000 SIP in 2018 through WealthAxis. Today my portfolio is worth over 14 lakhs. The patience and guidance from the team made all the difference during the 2020 crash.
Rajesh Kumar
Software Engineer, Bangalore
As a first-time investor, I was nervous. WealthAxis explained everything in simple language, helped with KYC, and set up my child's education fund. Five years in, I'm glad I took that first step.
Priya Mehta
Teacher, Mumbai
We moved our entire retirement corpus from FDs to a balanced mutual fund portfolio through WealthAxis. The post-tax returns are significantly better, and the quarterly reviews give us confidence.
Dr. Suresh Patil
Retired Professor, Pune
Book a free, no-obligation consultation with our certified financial planner. No pressure, no jargon — just honest advice.
Whether you're a first-time investor or looking to optimize an existing portfolio, we're here to help. Reach out through any channel.
302, Trade Tower, MG Road,
Pune, Maharashtra 411001
+91 98765 43210
+91 20 2553 8800
invest@wealthaxis.in
support@wealthaxis.in
Mon – Sat: 9:30 AM – 6:00 PM
Sunday: Closed