One Stop Solution For
Your Personal Finance Needs


6+ Years

As Investment Banker, Swiss
Bank (UBS) New York

14+ Years

of Proven Investing Excellence

29 Years

Attained Financial Freedom

Ankit Agarwal

Our dedicated experts work hard to grow your investments, protect your finances and plan your taxes - so you can spend time on things you love.

Welcome to Wealthup, where your financial well-being is our top priority. We offer a range of services designed to empower you on your journey to financial freedom. 


Investing wisely is key to building wealth. Our experienced team will help you navigate the complex world of investments. We offer a diverse range of investment options to suit your preferences (financial goals).


Investment Faq


Investment Faq


Investment Faq


Investment Faq


Investment Faq


Investment Faq


Protecting your family and assets is paramount. We offer a wide range of insurance solutions to provide you with peace of mind and financial security.



Life insurance is a vital commitment to safeguard your family's financial security when you're no longer there. At Wealthup, we offer tailored life insurance solutions, assessing your unique needs and providing diverse coverage options, ensuring peace of mind and financial stability for your loved ones.


Your health is invaluable, and Wealthup understands the importance of protecting it. The way medical costs are rising, it’s not enough to rely on your employer’s health coverage. We suggest the best plans to meet your healthcare needs, providing comprehensive coverage for hospitalization, outpatient care, prescriptions, and more.


Preserving and protecting your assets is paramount. Wealthup offers asset protection plans to shield your wealth from unforeseen risks. We assess your financial situation to secure your assets, offering peace of mind and enabling you to focus on your financial goals.

Tax Planning

Don't pay a penny more in taxes than necessary. Our tax experts will help you optimize your tax strategy, finding legitimate ways to reduce your tax liability and keep more of your hard-earned money.


Tax Saving

Tax planning is about optimizing your financial decisions to legally reduce your tax burden. At Wealthup, we craft personalized tax strategies that align with your financial goals. Our proactive approach ensures you're prepared for tax season, and we work continuously to identify opportunities for tax savings throughout the year.

Tax Filing

At Wealthup, we simplify tax filing, ensuring it's a smooth and efficient process for you. Our expert team stays updated on tax regulations to maximize your eligible deductions and credits, helping you meet your tax obligations while minimizing your tax liability. With our support, you can file your taxes accurately and on time, avoiding unnecessary hassles and penalties.

Backed By The Best

Wealthup is backed and supported by

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Transforming Lives - Financially

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Trusted By Clients From 60+ Companies

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