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Term Insurance

Term plans provide peace of mind to you by ensuring that your family is financially secure and independent, in your absence.

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Medi Claim

Search. Choose. Compare in market. Then buy the best online policy for your health; only in some seconds.Make it hassle free.

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mutual-fund

Mutual Funds

Mutual fund is a scheme launched by the mutual house, which collects money from the investors and invest in various stock...

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Combo Plan

We serve above three types of services, all in one in a Combo Plan itself. You will get all the facilities just by investing in a single fund.

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What We Offer

Retirement Planning

Retirement planning is becoming the most important financial planning in our lives due to increasing uncertainty of career...

Fixed Income

Fixed income is a type of investment in which real return rates or periodic income is received at regular intervals...

Investment Planning

Investment planning is the process of matching your financial goals and objectives with your financial resources....

Tax Planning

Tax planning is the analysis of a financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency....

Insurance Planning

Insurance is a type of policy between the insurer and insured, in which insurer contract in a standard form with the insured....

Loans

A loan is money, property or other material goods that is given to another party in exchange for future repayment of the loan value....

Medi-Claim Advisory

Mediclaim policy is nothing but a health insurance policy that is designed to take care of one’s healthcare...

Insurance Advisory

Fixed income is a type of investment in which real return rates or periodic income is received at regular intervals...

Mutual Fund Advisory

InvestmentA mutual fund is an investment vehicle made up of a pool of money collected from many investors for the purpose of investing...

Helping small initiative to make it a Big Return !

80

Client Served

80

Customers Visited

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Company Progress

The best way to grow a company is to satisfy there clients. We provide our client's the best services with a hassle free environment; so that they can discuss about there requirements more openly. This further helps us to suggest them, what is the best plan for them.

75%
2015
85%
2016
95%
2017

Investor's Learning

What is Mutual Fund?

A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. It is essentially a diversified portfolio of financial instruments - these could be equities, debentures / bonds or money market instruments.

NAV is calculated by summing the current market values of all securities held by the fund, adding in cash and any accrued income, then subtracting liabilities and dividing the result by the number of units outstanding.

A Systematic Investment Plan or SIP is the easiest, smart and hassle free mode for investing money in mutual funds. SIP allows you to invest a certain pre-determined amount at a regular interval like on weekly basis, monthly basis, quarterly basis, etc.
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What People Say

People have that universal ability to let a company grow with a good-will.

“Wealthji's services are much better than that offered by any other financial services company. You are the best and your system is great!
Navin Singhaniya

Navin Singhaniya

Client
“I find that WealthJi offers a transparent learning experience to customers. I will keep referring and keep investing with you. Thank you WealthJi"
DFCCIL, Jaipur

DFCCIL, Jaipur

Client
“WealthJi is an excellent website for a newcomer to invest, irrespective of his / her economic background.”
Pawan Kumar

Pawan Kumar

Client
“Wealthji is an excellent product that is serviced by an excellent team. Every time, I’ve needed any help, the team has been prompt in getting back to me. I’m very impressed!”
Abhishek Sharma

Abhishek Sharma

Client

About WealthJi

In the last 14 year we are working as individual advisor in financial advisor. We First try to understand the needs of client and his mind regarding...

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