Financial Planning Made Easy

Get guidance on every aspect of your finances to achieve your financial goals quickly.

1 K+

Users

14 Cr+

AUA

25 Cr+

Total Life Coverage

2 Cr+

Total Health Coverage

Start your financial journey by checking where you stand today

Are you on track for creating long-term wealth?

Check your SALECOIN score now!

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Savings

The portion of income not spent on monthly expenditures. It's the money set aside for future use.

Get a free Financial Health Check.

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.

How we can help
Investment Management

Investment Management

Investing lumpsum and SIP as per your risk profile to achieve your financial goals.

Tax Savings

Tax Savings

Selecting the best tax regime and tax saving options as per your need.

Life Insurance

Life Insurance

Identifying the right life insurance policy to protect your loved ones.

Health Insurance

Health Insurance

Selecting the best health insurance policy for you and your family.

Transforming lives - financially!

Ready to transform your finances?

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.

That's the best part - it’s free! We get paid via our partners when you transact via us.
Your money is 100% safe. We will never ask you to transfer any investment funds to our account or hold any of your money. We only act as intermediary and cannot do any transactions on our behalf.

For answer to other questions, get in touch