Ahmedabad · AMFI-Registered · ARN-337100
We started with stock market study.
We started with stock market study.
Now it's your whole financial picture.
Inwealfoney brings mutual funds, insurance, loans and equity advisory together, so your money moves on more than one front at a time.
Portfolio trajectoryIllustrative
How we work with you
Four ways to put your money to work
Each is a distinct line of work, not a bundled sales pitch. You can start with one and add the rest as your needs change.
01 / Mutual Funds
Mutual Funds
SIP and lumpsum guidance built around your goals, not a single scheme.
- SIP, lumpsum and goal-based fund selection
- Buy, switch and track funds through us directly
- Portfolio review as your income and goals change
02 / Insurance
Insurance planning
Cover chosen for how the claim will actually work, not just the premium.
- Mediclaim
- Health insurance
- General insurance
03 / Loans
Personal & business loans
Tied up with 75+ banks and NBFCs, so the loan fits the purpose it's for.
Retail
Business
04 / Equity Advisory
Equity advisory
Structured market research and portfolio guidance, delivered in partnership so the research stands apart from the rest of our work.
- Delivered with a SEBI-registered Research Analyst
- Market research and portfolio-level guidance
- Built for long-term, value-oriented investors
Start where it makes sense
One conversation, four options on the table — no pressure to take all of them.
We'll start with whichever of the four is most urgent for you right now.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. AMFI-Registered Mutual Fund Distributor, ARN-337100.
Insurance is the subject matter of solicitation. Equity research and advisory is provided in partnership with a SEBI-registered Research Analyst.