10 Cr+
AUA
25 K+
Avg. tax saved per client
14 Cr+
Total Life Coverage
1 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!
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?
So many platforms but still feeling lost!
Neha (name changed), 26, Blr
Four years down the line, Neha found herself completely lost. She had been diligently doing SIPs but due to the lack of a proper financial plan her progress was very slow.
Want to plan for tomorrow but also enjoy today!
Veer (name changed), 28, Hyd
The only trouble is, he's not sure how to balance his adventures with building a comfortable future for himself.
Tired of bad customer service!
Shivi (name changed), 32, Hyd
Despite earning a good salary, she was forced to pawn her family's cherished jewellery just to have a roof over her head. She was left feeling utterly lost, confused and frustrated.
Just not interested in planning finances!
Raj (name changed), 23, NCR
But when it comes to investing money he finds it overwhelming and boring. He'd rather spend his time chilling and hence his savings just lie idle in his bank account.
We feel you.
How we can help
Numerous factors can attack your investments, we protect them so they grow, generate passive income and help you achieve financial freedom!
Investment Management
Building an investment portfolio tailored to your financial goals and risk profile.
Tax Savings
Minimising your taxes so you can keep more of your hard-earned money.
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
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FAQs
Wealthup offers wealth management services.
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.