Unbiased Expert Advice customized for your risk profile.
Wealthkhoj strives to strike a balance between risk and reward by asset allocation and fund selection based on your risk profile.
Your money is yours. you can withdraw anytime you want and get money back to your bank a/c within 3 working days.
Secure Data with Bank grade encryption. Your portfolio is held in your own name so you can rest assured your assets are readily accessible.
Tax Efficient Recommendatiosn to help you minimize your taxes.
Hassle free Paperless Investment process.
We have your back, your money is safe and secure, working hard to grow your wealth .
Have Questions? Read On..
What is Wealthkhoj?
Wealthkhoj is an online investment service providing financial planning, investment advisory and wealth management services. We are here to help you grow your money in a way that is personalised, unbiased and proven. Our aim is to take the best practices of successful investing - asset allocation, diversification, rebalancing and review - and automate these practices using the power of technology.
Where is the money invested?
The money invested by you goes straight to reputed Mutual Fund companies with strong track record without ever coming to Wealthkhoj’s bank account. Post successful transaction, mutual fund units will get allocated under your name with a distinct folio number. We also employ bank grade security to protect your personal information.
How much does it cost?
We don't charge you any fee to invest and manage your money using Wealthkhoj for investments upto Rs.1,00,000 (Rupees One lakh) per annum. Above Rs.1,00,000 we charge a flat advisory fee of Rs.499/- only.
How does withdrawal work?
You can withdraw your money anytime from your Wealthkhoj account by logging on to web or via our mobile apps. There is no lock-in period in diversified portfolios. Tax-saver portfolio has a lock-in of 3 years from the day of your investment.
Are the returns guaranteed?
The returns are not guaranteed. Please note that there is also always a chance of incurring a loss or earning more than expected returns in your investment period. Wealthkhoj has designed each portfolio such that chances of your investment going below your initial capital, by the end of your investment period, is less than 5%.
What is KYC?
As per SEBI, the market regulator, it is compulsory to complete Know Your Customer(KYC) procedure. With Wealthkhoj we have tied up with Angel Broking to make the process completely paperless and can be completed in less than 3 minutes via our website / app.