Wealthbook | Your partner in wealth building

Experience

Stress free

Smart investing

SIGNUP

8150 916 006

Wealthbook

Your partner in wealth building

Here’s a quick rundown on Wealthbook

Organize and
Consolidate

Set Goals with

Goal Planner

Track your
Overall Exposure

Stay on top of your wealth with
Wealthbook as your all-in-one Smart
Dashboard. Monitor the performance
of all your investments, including
shares, mutual funds, bonds, bank
deposits, insurance, gold, real estate
and more.

Plan for milestones like retirement, buying a dream home, or plan for big expenses like education, marriage, vacations with Goal Planner. Map your investments to specific goals and track progress towards your target amount.

Exposure to right sectors and stocks is
essential for optimal portfolio
performance. Leverage the Show
Holdings feature under Asset Allocation
in Wealthbook to monitor your portfolio's
exposure across different sectors and
companies.

Investing with
Wealthbook

Invest in top mutual fund schemes
using Wealthbook's Fund Picks or
add to your existing investments in
quick 3 steps. Invest Online menu
options allows you to start a new SIP
or make a quick investment of your
surplus anytime.

See your Tax
Liabilities

Wealthbook helps you organize your
investments to minimize tax liability
and simplify your tax filings. Our Tax
Reports make it easy to track your
investment income and generate
reports relating to your investments
for filing income tax returns.

Guidance from
Experts

Our certified experts can fine-tune your
investment goals, explain your Risk
Profile and identify products best suited
for your risk tolerance. We are regulated
by SEBI under AMFI registration for
mutual funds and APMI registration for
PMS products Distribution.

With Wealthbook’s goal based smart investing, keep your investing journey joyful and stress free!

Use the Risk Profiler to know your risk tolerance level and the investment style suitable for you.

Set your goals using Goal Planner and find the investment gap for goal achievement

Invest for your goals strategically in our Fund Picks or choose your favorite funds

Rebalance and reallocate your portfolio seamlessly with Portfolio Rebalancing

Monitor your investments and watch your wealth grow with our Smart Dashboard

Easily file your Income Tax Returns using Capital Gains and other Income Reports

Goal based

Smart Investing

Wealthbook

Your partner in wealth building

Get ready to take control of your investments with Wealthbook

Your one-stop shop for managing your family's financial future using

Goal based Smart Investing

Be it equity shares, mutual funds, portfolio management solutions,
smallcases, insurance, bonds, or more, we at Wealthbook are here to serve
your family’s financial needs.

Wealthbook

Your partner in wealth building

We work with 40+ AMCs in India!

National Pension Scheme is a voluntary pension plan launched by the Government to financially secure the life of an individual post retirement. NPS helps individuals save for their retirement by investing their contributions in various asset classes with flexibility in terms of contribution amounts and investment choices.

Click to open a NPS account and plan your retirement!

Think nps

Investing in equities can offer the potential for higher returns compared to other assets, allowing you to grow your wealth over time. Demat (dematerialized) account is needed for secure and efficient storage of your securities, like stocks, bonds, and mutual funds, in electronic form. It is mandatory for buying and selling equity shares.

Click to open a Demat account and start investing in equity shares!

Think equity

Insurance brings stability to your family by covering the financial gap arising from unexpected events. It may be death or disability of an earning member or huge medical expenses or loss to valuable property like motor vehicle or home. Insurance takes care of the financial obligations and other costs to replace the loss.

Click to get a quote for Life, Health, Car Insurance or any other insurance!

Think protection

I have known Martyn for over a decade.
It wasn’t until later that I discovered his
expertise in financial planning and
investing. Since then, I’ve relied on him
for my investment needs, and their
discipline and dedication have truly
impressed me.

- Juhi Sharma

What sets Weathbook team apart is
their genuine care and unwavering
support. Their professionalism,
coupled with a personal touch,
makes them an exceptional partner
in managing my financial future.

- Atul Shah

Martyn’s persistent yet strategic
approach and advice has ensured we
navigate the highs and lows of the
market effectively. Today, I can
confidently say that our portfolio is
well-prepared for any unforeseen
challenges. I’m grateful for their
expertise and the financial security
we’ve built over the years

- Joy Kurian

Client Testimonials

I get end to end service for investment
from Wealthbook team. They guide me
with their top pick funds, monitoring is
left to them. I am prompted for
rebalancing periodically. I think its best
for people who want hassle free and
complete peace of mind service.

- Ajay Singh

+91 8150 916 001

mywealth@wealthbook.in

+91 8150 916 002

42, 3rd Floor, Opp. Centro Mall,

Bellandur, Bengaluru 560103

Quick Links

Links for Investors

Statutory Disclosures

Get an Insurance Quote

Open a NPS Account

Open a Demat Account

Form Downloads

Articles & Resources

coming soon

Disclaimer:

Investment in stocks, mutual funds, commodities & other securities are subject to market risks. Read all scheme related documents carefully before investing. Connect with us to
understand the suitability of the product for your goals.

WEALTHSMART IN is an AMFI Registered Mutual Fund Distributor with Registration No. ARN 189318 and APMI Registered PMS Distributor with Registration No. APRN 03596.
WealthbookTM is trademark of WEALTHSMART IN.