Wondering who to consult when it comes to investment decisions? Don’t know if the services of a personal financial advisor will fit in your ...
Wondering who to consult when it comes to investment decisions? Don’t know if the services of a personal financial advisor will fit in your budget? Brace yourself for Wealthy.in, a high-quality wealth management advisory that has cracked the algorithm to identify investment options that are tailor-made to address individual needs. At https://www.wealthy.in, a visitor can cut out tedious paper-work to open an investment account and not have to pay an exorbitant transaction and maintenance fee that banks charge for investment accounts for Demat accounts. Wealthy.in’s service is transparent, unbiased and personalised and allows for an investment account to be opened in 3 minutes flat!
Wealthy’s first offering helps users complete tax-saving investments, under the section 80C, for the year. The company’s unique product offering includes a basket of three tax-saving mutual funds that have been carefully handpicked by the core team after putting them through a complex algorithm. Wealthy.in also provides a smart calculator for accessing the current gap in 80C investments and the option to pay in full or as-you-go with a minimum of Rs. 2,000. In fact, enrolling for this investment option will be truly hassle-free because Wealthy.in is India’s first financial services company to offer paperless and instant-KYC.
Talking about the platform, Aditya Agarwal, Founder, Wealthy.in said, “We launched in the first-week of February and so-far the feedback from our users has been very encouraging. Our users, ranging from 1991-born first-time investor to a 1944-born seasoned investor, have appreciated the simplicity of entire experience. We have seen good traction from employees of startups like InMobi, Chaayos, Vedantu, Zopper, Exotel etc. who used Wealthy.in to complete their tax-saving investments for the year. The most satisfying part has been the experience of first-time investors who used our instant-KYC tool to complete their investment from the comfort of their home.”
An easy-to-use, tech-driven solution is the firm’s top priority. The company’s vision is to serve even the smallest investor who might want to begin with an investment amount of just Rs. 500. “To this end, we are building a paperless and branch-less organisation. We have already reduced the industry average of Rs. 2,000 per KYC to nearly zero,” added Aditya Agarwal, Founder, Wealthy.in.
The core team at the company is 10-member strong with a strong finance, technology and business background. With a right mix of experienced veterans and start-up specialists, everyone from this close-knit group brings sound theoretical and on-ground learnings through their association with industry bigwigs.
The company plans to expand its product offering and include more solutions. It is currently building its advisory algorithm for more complex solutions such as retirement that will be live in the month of April. It’s also giving the platform the winning touches by improving the end-user experience. To identify the response and improvise, the interface is developed to record every action of the user so the company knows exactly where the customer gets stuck. This helps them fix the bug even before someone brings it to the team’s notice.
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