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About Us

Wealthy Wallet Financial Services is a Wealth Management and Financial Advisory of Mutual Funds & Insurance.Wealthy Wallet Financial Services has been making inroads in the wealth management and financial services world for several years. Our work has demonstrated significant achievement and garnered lasting results for our clients.

Wealthy Wallet Financial Services offers a wide array of products and services, including integrated Financial Planning, Wealth Management, Tax Consulting Services, Insurance & Mutual Fund. Our aim is to provide independent, high quality and customized Services to our clients. Maximizing Wealth is the first and foremost motive of us.

Take advantage of our wide range of solutions:

Financial Planning | Tax planning | Real Estate Advisor | Loans

Features

Family Account

Access your family member's Portfolio
with one single login

Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

Save Tax

Check out Tax Savings
and Invest into ELSS Funds

Reports

View your current market value,
your profits & losses.

Calculators

Calculate the amount of wealth
required for your goal

Factsheet

Explore Mutual Fund schemes
and their performance

Focused Funds

Check out our recommended funds
and invest into them

Market Views

Get monthly market outlook
from the experts

E-Locker

Upload and save
your important documents.

Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

A mutual fund collects money from investors and invests the money on their behalf. It charges a small fee for managing the money. Mutual funds are an ideal investment vehicle for regular investors who do not know much about investing. Investors can choose a mutual fund scheme based on their financial goal and start investing to achieve the goal.