Your Complete Wealth Management Partner
From mutual funds to insurance, fixed income to alternative investments — WealthFinstat offers a 360° suite of services tailored to help you grow, protect, and manage your wealth with confidence.
Access Your PortfolioHarness the power of professionally managed portfolios. We guide you through every step — from selecting the right fund to setting up automated investments — so your money works harder for you.
Smart, Goal-Oriented Fund Management
Whether you are starting your investment journey or optimising an existing portfolio, our mutual fund advisory is built around your unique financial goals, risk appetite, and investment timeline.
- SIP / STP / SWP Solutions — Automate wealth creation with Systematic Investment, Transfer, and Withdrawal Plans tailored to your cash flow.
- Portfolio Rebalancing Services — Periodic review and rebalancing to keep your asset allocation aligned as markets evolve.
- Goal-based Investment Planning — Every rupee invested with a purpose — home, travel, wealth creation, or early retirement.
- Children Education Planning — Dedicated fund strategies compounding over time to secure your child's academic future.
- Retirement Planning — Build a corpus that guarantees financial freedom and dignity in your golden years.
Protection is the foundation of wealth. Our comprehensive insurance solutions ensure life's uncertainties never derail your financial plan — giving you and your family complete peace of mind.
Complete Protection for Every Stage of Life
From safeguarding your family's future to covering health emergencies and protecting assets, WealthFinstat partners with top-rated insurers to deliver best-in-class coverage at competitive premiums.
- Life Insurance / ULIPs — Dual benefit of protection + investment. ULIPs grow your wealth while keeping your family financially secure.
- Term Insurance — Pure, high-value life cover at affordable premiums — the smartest protection for your loved ones.
- Health Insurance — Comprehensive medical coverage including hospitalisation, critical illness, and top-up plans for every family size.
- General Insurance — Protect your vehicles, property, and valuable assets with tailored general insurance plans.
Stability and predictable returns form the backbone of a balanced portfolio. Our fixed income suite spans government-backed instruments to high-yield corporate products — curated for safety and optimal yield.
Stable Returns, Predictable Growth
Ideal for conservative investors and the debt component of a diversified portfolio. We help you select instruments that balance yield, safety, tenure, and tax efficiency.
- Corporate Fixed Deposits — Higher interest than bank FDs with carefully vetted, CRISIL-rated corporates.
- Bank FDs — DICGC-insured deposits from leading banks — stable and risk-free for capital preservation.
- RBI Floating Rate Savings Bonds — Government-backed bonds linked to NSC rates — safe, inflation-adjusted income.
- Government Bonds — Sovereign-grade safety with attractive yields for long-term wealth preservation.
- Tax-Free Bonds — Tax-exempt interest from AAA-rated PSU bonds — excellent for the 30% bracket investor.
- Non-Convertible Debentures (NCDs) — Higher-yield debt with defined maturity and regular income from quality issuers.
For the discerning investor seeking beyond-market returns — WealthFinstat provides exclusive access to actively managed vehicles including PMS, SIF, AIF, and bespoke Structured Products.
Exclusive Strategies for the Sophisticated Investor
These high-conviction vehicles are designed for HNI and UHNI investors seeking differentiated returns, bespoke risk management, and access to private markets beyond traditional mutual funds.
- PMS (Portfolio Management Services) — Individually managed equity or debt portfolios with dedicated fund managers. Minimum ₹50 lakhs, maximum alpha.
- SIF (Specialised Investment Funds) — SEBI-regulated institutional-grade strategies for sophisticated investors at lower minimums than AIFs.
- AIF (Alternative Investment Funds) — Category I, II & III AIFs — venture capital, private equity, hedge funds, and real estate strategies.
- Structured Products — Capital-protected or yield-enhanced instruments using derivatives for specific risk-return outcomes.
We bring your wealth management experience fully online — with a seamless digital platform, intelligent tracking tools, and round-the-clock support so you are always in control of your financial journey.
Let our experts help you design a personalised wealth strategy. Fill in the form and we will reach out within one business day.
We will be in touch within one business day.