Welcome to WEALTH KHATA

Invest Today.
Secure Tomorrow.

With WEALTH KHATA by your side, investing becomes effortless. Whether you’re planning for your family, future, or freedom, we’re a partner in your success.

Financial Experts

WEALTH KHATA has been with me since the beginning of my investment journey and has been effectively helping me invest according to my risk profile, goals and investing power.

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Years of Experience

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Trusted Families

ABOUT US

Your Partners in Smart Investing

Whether you’re taking your first step into investing or working toward big long-term goals, our team is here to assist you with clarity and help you make decisions that truly fit your life.

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550 +

Trusted Families

25 +

Years of Experience

WHY MUTUAL FUNDS

Mutual funds are designed to make investing effortless, even for beginners.

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Higher Potential Returns Over the Long Term

Compared to traditional savings options like FD, mutual funds have the potential to deliver better potential returns over time.

Managed by Experts

Every fund is backed by professional fund managers who track the markets daily, research opportunities, and make smart decisions on your behalf.

Wide Variety: Equity, Debt, Hybrid

No matter your goal: growth, safety, or a balance of both, there’s a mutual fund that fits your needs.

Start Small, Grow Big

You don’t need a large sum to begin. With SIPs starting as low as a few hundred rupees, you can start your investing journey.

OUR SERVICES

Explore What We Offer

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Mutual Funds

Investing in mutual funds is a smart option to grow your wealth. Mutual funds pool money from various investors to buy a diversified portfolio of stocks, bonds, and other securities. This diversified approach reduces risk and allows you to benefit from professional fund management. Mutual funds offer an easy entry point into the world of investing, making them an excellent choice for both beginners and experienced investors. With mutual funds, your money is managed by skilled fund managers who analyze the market and select the best investment opportunities.

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Life Insurance

Life insurance is a vital financial tool that provides peace of mind and financial security for your family in your absence. It's more than just a policy; it's a promise of protection and care. Your agreement with an insurance provider is known as life insurance. The insurer promises to pay a certain amount to your beneficiaries after your death in exchange for recurring premium payments. This financial cushion helps your family maintain their quality of life even when you're no longer there to support them.

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General Insurance

General insurance offers a broad spectrum of coverage options designed to safeguard assets and mitigate a wide range of risks. These policies provide financial protection against unforeseen events such as damage, loss, theft, accidents, and liabilities affecting property, vehicles, businesses, travel, and other non-life exposures.

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Portfolio Management Services

Our Portfolio Management Services are designed to grow and protect your wealth. We offer a range of investment strategies tailored to your financial goals. Portfolio Management Services involve professionals making investment decisions on your behalf, aiming to deliver optimal returns.

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Health Insurance

Health insurance is a vital shield against unforeseen medical expenses. It ensures peace of mind by covering the financial aspects of healthcare. Health insurance is a financial product designed to cover medical expenses. It offers protection against the high costs of hospitalization, surgeries, and medical treatments.

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Alternate Investments

Explore the world of Alternate Investments – a pathway to diversify your portfolio and grow your wealth. With unique opportunities beyond traditional investments, this avenue offers exciting options to explore. Alternate Investments open the door to a world of non-traditional assets. These include private equity, hedge funds, real estate, and more. They offer a unique way to potentially achieve higher returns than conventional investments.

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Structured Investment Funds

SIFs are designed to follow a pre-defined investment approach, often using a mix of equities, debt, or other instruments. These funds aim to provide investors with targeted exposure to particular market opportunities while maintaining a structured mechanism for capital allocation.

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Corporate Fixed Deposits

A Corporate Fixed Deposits functions much like a bank FD but is issued by companies, non-banking financial institutions (NBFCs), and housing finance firms. Investors deposit a specific amount for a fixed tenure, and the company pays interest at regular intervals or at maturity. These deposits are unsecured, meaning they are not backed by collateral, and are governed by the rules set by the Ministry of Corporate Affairs and the Reserve Bank of India for registered issuers. Corporate FDs are often chosen by individuals seeking predictable returns while diversifying their fixed-income portfolio.

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Stock Market Trade and Research

The stock market refers to a network of exchanges where shares and other financial instruments are traded. Each transaction happens in a transparent and regulated environment, ensuring that both companies and investors follow established rules. Companies list their shares to raise funds for growth, while investors use this platform to purchase or sell those shares based on market availability and demand.

OUR APP

Experience Investing on the Go

Manage your portfolio, track performance, and make smart investment decisions anytime, anywhere with our intuitive mobile app.

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TOP PERFORMING FUNDS

Historical Performance of Funds

No data available.

Direct Vs Regular Investing

Why Choose an MFD?

You can choose funds on your own. Or you can work with someone who does this every day — and helps you avoid big mistakes.

DIY Platforms
With an MFD
Self-research
Fund Selection
A qualified MFD assist you investing
Basic Questionnaire
Risk Profiling
Professional Risk Profile
Chatbot
After-sales Support
1:1 Grievance Solving
High chance of emotional decisions
Discipline
Regular check-ins & Disciplined Investing
Manual
Regular Portfolio Checkup
Portfolio Check-ups & Rebalancing

Different Assets

Choose Your Investment Option

Compare popular investment options side by side and see how much more you can potentially earn by investing in different assets.

Saving Account
Saving Account

6,90,750

(with 3% return)

Fixed Deposit
Fixed Deposit

8,23,494

(with 6% return)

Gold
Gold

9,74,828

(with 9% return)

Mutual Fund
Mutual Fund

13,93,286

(with 15% return)

START INVESTING

Let’s Take a Step Towards Your Dreams - Today!

Call for Inquiry

+91 9890030088

FAQs

What People Ask Before Starting

What’s the minimum to start a SIP?

You can start a SIP with as little as ₹500 per month, depending on the mutual fund scheme.

Can I withdraw early?

How are mutual funds taxed?

Can I change funds later?

Is my money safe with AMCs?

Latest News

Updates & Insights

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