Investing in best mutual funds is now simple and free. No paperwork, no hassles.



-Easy Account Opening

With WISDOM WEALTH app, you can now open free investment account without any paperwork!



-What Transactions you can do

• Systematic Investment Plan (SIP): Regular interval investments in mutual funds

• Lumpsum Investments

• Sell / Redemption: Withdraw money from your mutual fund investments

• Switch: Shift your investment from one scheme to another of the same mutual fund

• Systematic Withdrawal Plan (SWP): You can withdraw / sell your investments at fixed interval

• Systematic Transfer Plan (STP): You can shift your investment from one scheme to another at fixed interval. It works within a mutual fund.




-Other Features

• Invest in Fixed Deposits at attractive interest rates through us

• Get all types of Insurance from us

• KYC Registration

• Get a summary view of the current status of your investments across asset classes

• Get a summary view of the insurance cover of all members in your family

• Drill down to full detail

• View Upcoming portfolio events

• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.

• Buy / Redeem / Switch Mutual Funds online from any AMC

• Get best in the class MF advisory

• Raise a service ticket to your advisor

• Host of useful financial calculators to help you plan your short term and long term financial goals

• Digital Vault – access your important documents anytime from your Smartphone

• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.

• Track small saving investments like PPF, NSC, KVP, FD, RD etc.

• Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.