Financial Planning Made Easy
Get guidance on every aspect of your finances to achieve your financial goals quickly.
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Total Life Coverage
2 Cr+
Total Health Coverage
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Are you on track for creating long-term wealth?
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Savings
The portion of income not spent on monthly expenditures. It's the money set aside for future use.
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Is this you?
Can’t find reliable experts I can trust with my money.
Neha (name changed), 26, Blr
With wealthup all my finances are taken care of in one place. I don’t have to find multiple experts who I can trust and share my details with many people. It’s a huge burden off my shoulders.
I want to become financially free - but how?
Veer (name changed), 28, Hyd
I saw that Wealthup’s founders were financially free and it really resonated with me. I wanted that too and finally I have someone to guide me how!
Tired of generic advice found in videos & blogs.
Shivi (name changed), 32, Hyd
I contacted Wealthup because I was just done with self-paced courses and watching videos online. Honestly, they were giving me FOMO and increasing my anxiety instead of helping.
I should invest but always procrastinate!
Raj (name changed), 23, NCR
For me investing or taking any action was always “I’ll do it tomorrow” but that tomorrow never came. Finally, I just needed someone to push me so I can get started.
We feel you.
How we can help
Wealthup creates a comprehensive step-by-step plan to help you emergencies achieve your financial goals and protect you and your investments from risks.
Investment Management
Investing lumpsum and SIP as per your risk profile to achieve your financial goals.
Tax Savings
Selecting the best tax regime and tax saving options as per your need.
Life Insurance
Identifying the right life insurance policy to protect your loved ones.
Health Insurance
Selecting the best health insurance policy for you and your family.
Transforming lives - financially!
Simrin Sirur
Journalist
The Print, Gurugram
"I was afraid to learn about investments and savings because it seemed to fly over my head, but Ankit was extremely patient and walked me through everything... I now feel more confident to handle my own money,"
Rajeev Ranjan
Software Engineer
Microsoft, Hyderabad
"My wife and I were planning for some joint financial goals and it was helpful to run them by Ankit. He was able to offer much-needed clarity on how to think about our decisions. We feel much more confident now about our financial plans."
Ankita Bansal
Regional Marketing Manager
Chai Point, New Delhi
"Ankit and Medha have been so supportive to motivate me to start even if it's with the smallest amount. It's because of them, I strongly feel that managing finances efficiently is a much needed life skill."
Aditya Kamboj
Vice President
HSBC, Mumbai
"Discussions with the wealthup.me team especially Ankit were an eye-opener and gave me an entirely new perspective of managing my own finances."
Nandita Kalita
Software Engineer - Frontend
Rubrik, Bengaluru
"Without their help, I wouldn’t have been able to figure out the right places to invest so as to get higher returns and also do some tax savings. They have real knowledge about finance and are always ready to help."
Anuj Khanna
Operations & Experience Design
Practo, Bengaluru
"They very well understand the financial habits of millennials and Gen-Z and have a perfect approach for those who are starting to care about balancing living their life while becoming rich!"
Simrin Sirur
Journalist
The Print, Gurugram
"I was afraid to learn about investments and savings because it seemed to fly over my head, but Ankit was extremely patient and walked me through everything... I now feel more confident to handle my own money,"
Rajeev Ranjan
Software Engineer
Microsoft, Hyderabad
"My wife and I were planning for some joint financial goals and it was helpful to run them by Ankit. He was able to offer much-needed clarity on how to think about our decisions. We feel much more confident now about our financial plans."
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Ready to transform your finances?
Our Blog
Simplifying financial jargon for you.
Financial Planning For Long Term Wealth Creation
The Ultimate Guide To Buying Health Insurance
The Ultimate Guide To Buying Life Insurance
Our Partners
FAQs
Wealthup helps you build a strong financial plan so you can make most of your money.
We start with understanding your current financial situation, identifying gaps and then guiding you in filling those gaps.
We cover all aspects of personal finance including tax saving, investments, insurance, loans, budgetting etc.