Wealthzi: Direct Mutual Funds

Wealthzi is a SEBI Registered Investment Adviser (RIA) and digital wealth management app that helps you in Direct Mutual Funds investment and investing in Zero Commission Direct Mutual Funds to achieve your financial dreams.

With Wealthzi you get seamless Mutual Fund Portfolio Tracking, portfolio reviews with actionable insights, and exit recommendations in non-performing, high-risk mutual funds.

WEALTHZI: START YOUR INVESTMENT JOURNEY WITH CONFIDENCE

• Direct Mutual Funds
• Zero Commission
• Get Unbiased Investment Advice
• Import & Track All Mutual Funds Investment Portfolio

Quick one-tap import of all your existing mutual funds, get a detailed dashboard, xirr, capital gains and daily performance report.

- Automated Portfolio Review

Actionable insights and review of mutual funds portfolio on asset allocation, category selection, and right fund selection based on proprietary Zi methodology. Review also covers your exposure to various sectors, the concentration of funds, whether it is over-diversified or under-diversified, low exposure funds and NFO investments.


- Exit Recommendations

Get exit recommendations on under-performing, high risk and high commission mutual funds in your portfolio and switch to low cost direct mutual fund plans.


- Periodic Rebalancing Advice

Quarterly rebalancing of mutual funds portfolio to keep it aligned to your risk profile and asset allocation so that you can achieve your financial goals on time.


- Invest in Dream Portfolio

Invest in Zero Commission Direct Mutual Funds with Dream Planner. Start monthly SIPs in your dream portfolio.


- Smart Redemption & lump sum Mutual funds Investment Advice

Get smart recommendations on redemption and one-time investments for minimal exit load and capital gains tax liability


- Easy Account Opening & Fully Digital KYC

Digilocker based fully digital KYC and account opening process with BSE Star MF. All you need is your Aadhaar linked with your mobile number, a valid PAN card and a copy of the canceled cheque to verify your bank account details.


- Zi Review of Each Mutual Fund

Risk and Return based analysis of 1000+ best mutual funds plans. Zi review uses risk adjusted returns, rolling returns, alpha over benchmark, market risk, liquidity risk and portfolio credit quality to give a tag of good, average and poor fund.


- Get Unbiased Advisory

SEBI Registered Fee-only investment advisor, zero commission mutual funds.


- Safe, Secure & Privacy Protected

With strict data security policies in place, we take utmost care in securing the user data and information. Wealthzi is hosted on Amazon AWS secure and encrypted servers.


- Financial Calculators

We have introduced financial calculators which have an SIP Calculator, Lump Sum Calculator, Fixed Deposit Calculator, Recurring Deposit Calculator, SIP Goal Calculator & Loan EMI Calculator. You can use these calculators to plan your money and wealth goals.


- Track Stocks, PMS & Bonds portfolio by uploading NSDL/CDSL consolidated statements.


Why Wealthzi is the Best Mutual Fund App?

• Invest in direct Mutual funds with 0% Commission, No transaction charges & No hidden fees

• We support all UPI payment apps like Google Pay, PhonePe, BHIM UPI, Paytm, Net Banking & NPCI E-Mandate for SIP Auto Pay.

• Easily switch your mutual funds online from other apps like Paytm Money, Groww, INDmoney, ET Money, Scripbox, myCAMS, Zerodha Coin, FundsIndia and MFCentral etc.

• Invest in different mutual funds like equity mutual funds, tax saving ELSS mutual fund, small cap, large cap, mid cap, multi cap, flexi cap mutual funds, balanced funds, gold mutual funds, sector mutual funds, or international funds, etc, all from one mutual fund app

• Start SIP in top mutual funds of AMCs like SBI, ICICI Prudential, HDFC, Nippon India, Kotak, Aditya Birla Sun Life, UTI, Axis, Mirae Asset, Motilal Oswal, Parag Parikh, Edelweiss, DSP, Canara Robeco, Navi, LIC, Quant Mutual Fund & more