Clients From
60+ Companies
Pooja Srivatsav
Product Manager, Cure.Fit
Ishan Roy
First Officer, Camper & Nicholsons Crew
Saakshi Shrivastava
HR Generalist, CareerNinja
Is This You?
We've got you
How We Can Help
We develop a personalised plan for you to achieve your financial aspirations
Proactive investment management.
We don't just set and forget your portfolio; we actively track, monitor, and adjust it to ensure it remains aligned with your financial aspirations.
Personalized insurance guidance.
We explain the benefits of various life and health insurance policies and help you choose the right option that best protects you and your loved ones.
Professional tax planning & filing.
We help you select the right tax regime and identify strategies to maximise your tax savings.
Access to 14+ Years of Investment Experience
Ankit Agrawal
Founder, Wealthup
Achieved Financial Independence at the age of
29 Years
Proven Investing Experience of
14+ Years
Investment Banker, Swiss Bank (UBS) New York for
6+ Years
Backed By The Best
Wealthup is backed and supported by
Transforming Lives - Financially
Pravallika Valiveti
Knowledge Manager
Light for The World
"Ankit has knowledge about basically all things finance. We spoke about life insurance, health insurance, mutual funds, fixed deposits, taxes- it’s everything in one package, which is really helpful."
Sarthak Jha
Lead Product Engineer
Gold Setu
"The value that Wealthup has added to my finances is crazy. Technically all the savings that I have, the credit goes to Wealthup."
Ishan Roy
First Mate
Camper & Nicholsons Crew
"Whenever I have wanted something, Ankit is always available and present and to me, that’s really valuable. Go for it, do it, because that’s the best thing you can do for yourself."
Ridam Agarwal
GGI Impact Fellow
Global Governance Initiative
"Usually, the general consensus is to go to a CA but with the family CA, neither can I be completely honest nor does he answer my questions, I have no idea about what is happening with my finances. However, Ankit has always responded and answered my queries in a way that made me feel like this is a safe space for me."
Pooja Srivatsva
Product Manager
Ula
"On a daily basis, I don’t generally have the time, energy or expertise to follow up on my investments, insurance, or taxes. With Wealthup, I just need to give my details and all of my needs are taken care of. It’s a huge burden off my shoulders."
Rahul Bhandare
Head Copy
Pixelfox
"The topic of finance always seemed very daunting and challenging for me to get into. But, with Wealthup, I could finally start my investment journey."
Saakshi Shrivastava
Human Resources
CareerNinja
"With Wealthup, I was able to invest a lot of my money and because of that, I’m seeing such an abundance of it."
Rhythm Sharma
Software Engineer
Weekday
"I no longer need to worry about my finances, I don’t need to read blogs, watch videos or follow anything else, Wealthup does it for me."
Pravallika Valiveti
Knowledge Manager
Light for The World
"Ankit has knowledge about basically all things finance. We spoke about life insurance, health insurance, mutual funds, fixed deposits, taxes- it’s everything in one package, which is really helpful."
Sarthak Jha
Lead Product Engineer
Gold Setu
"The value that Wealthup has added to my finances is crazy. Technically all the savings that I have, the credit goes to Wealthup."
Trusted By
Clients
From
60+ Companies
Here’s why our interests
are aligned with yours
We make more money when your investments grow with us.
Our fee increases when the value of your investments increase. This happens in two ways: when your investments generate great returns, their value rises, and when you see great returns, you choose to invest more money with us.
We only suggest options that we personally invest in.
We only recommend products that are best for you, not because they pay us more. We will not offer any options that our team does not personally invest in.
We want you to spread the word about us!
When you are happy with us, you tell people about Wealthup, and we grow without spending money on expensive ads!
“You are the average of the five people
You spend the most time with.” ~Jim Rohn
So, why not spend time with others who are highly motivated to
make their financial aspirations a reality!
Apply to join - The Financial Freedom Circle on WhatsApp
- Online and offline events
- Weekly Q&A sessions with Ankit
- Discussions with like-minded peers
- All our latest tools and resources
Read Our Blog
Frequently Asked Questions
1.
Wealthup guides you in creating a comprehensive financial plan across financial goal planning, investment planning, insurance planning, tax saving etc.
We start with understanding your current financial situation, identifying gaps and then guiding you in filling those gaps.
After your personalised plan is created, your progress is regularly monitored and you receive prompts on what changes are needed so you can relax and focus on other things that matter to you.
2.
We don't charge anything to the clients because when you transact with us (e.g., invest in mutual funds) or buy financial products (e.g., insurance) we get a small fee from the mutual fund company or insurance company. This is how Wealthup makes money.
3.
Financial services are built on trust. We only suggest products that are best for you and do not offer any options that our team does not personally invest in.
Our clients are well educated and with access to the internet will easily find out if the products being sold to them are bad. It is in our interest to ensure their money is growing and they are buying the right products; otherwise, our business will not survive in the long term.
Wealthup's founders left their comfortable jobs abroad and came back to India with the vision of helping people live more prosperous and stress-free lives. They started the company so people get unbiased and personalized advice to reach their financial goals faster. You can read more about their story here .
4.
Your money is 100% safe. All your investment amount goes directly to Bombay Stock Exchange and insurance premium goes directly to insurance companies. We only act as an intermediary and cannot do any transactions on our behalf.
5.
Wealthup is for ambitious people who are serious about growing their wealth. On the work front, they are busy being exceptionally good at their job, and on the personal front, enjoying life with their friends and family. They want a trusted financial expert to help them plan and monitor all aspects of their finances under one roof.
There is no minimum amount to get started with us and no lock-ins, so you can get started with whatever amount you are comfortable with.