AMFI Registered Mutual Fund Distributor

Build Lasting Wealth with Expert Mutual Fund Guidance

The purpose of wealth is to give you Freedom, Happiness, and Peace of Mind. Get unbiased, ethical, and competent investment advice tailored to your financial goals.

Free Consultation
No Hidden Charges
100% Transparent
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Happy Investors
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Years Experience
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Assets Managed
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Fund Partners

Partnered with India's Leading AMCs

HDFC MF
ICICI Pru
SBI MF
Axis MF
Kotak MF
Nippon
Why Choose Us

Comprehensive Investment Solutions

Experience personalized wealth management with our expert guidance and cutting-edge tools designed for your financial success.

Risk Profile Assessment

Personalized risk evaluation to understand your investment comfort level and create a portfolio that matches your goals.

Goal-Based Planning

Whether it's retirement, child education, or wealth creation, we help you plan and achieve your financial milestones.

SIP & Lumpsum Investments

Flexible investment options with systematic plans starting from just ₹500/month or strategic lumpsum deployments.

Diversified Portfolio

Access to 40+ AMCs with carefully curated fund recommendations across equity, debt, and hybrid categories.

Simple Process

Start Your Wealth Journey in 4 Steps

Our streamlined process makes investing simple and stress-free. Get started in minutes.

1

Schedule a Consultation

Book a free 30-minute call with our financial experts to discuss your goals and requirements.

2

Risk Assessment

Complete our comprehensive risk profiling questionnaire to understand your investment personality.

3

Personalized Strategy

Receive a customized investment plan with fund recommendations aligned to your goals.

4

Start Investing

Begin your wealth creation journey with seamless online investments and regular portfolio reviews.

Testimonials

Trusted by Thousands of Investors

See what our clients say about their wealth-building journey with Finwise Prosperity.

Finwise Prosperity has been managing my investments for over 5 years. Their personalized approach and timely advice have helped me build a substantial corpus for my retirement. Highly recommended!

RS

Rajesh Sharma

Business Owner

Pricing Plans

Choose Your Investment Path

Transparent pricing with no hidden fees. Start free and upgrade as your portfolio grows.

Starter

Perfect for new investors beginning their wealth journey

Free/No advisory fee
  • Free initial consultation
  • Basic risk assessment
  • Direct mutual fund investments
  • Email support
  • Quarterly portfolio reports
  • Access to SIP calculator
Most Popular

Growth

For serious investors seeking comprehensive planning

₹2,999/per year
  • Everything in Starter
  • Detailed financial planning
  • Personalized fund selection
  • Priority phone support
  • Monthly portfolio reviews
  • Tax planning guidance
  • Goal tracking dashboard
  • Dedicated relationship manager

Premium

Complete wealth management for HNI clients

₹9,999/per year
  • Everything in Growth
  • Comprehensive wealth planning
  • Alternative investments access
  • 24/7 priority support
  • Weekly portfolio monitoring
  • Estate planning consultation
  • Insurance optimization
  • Exclusive investment opportunities
FAQ

Frequently Asked Questions

Everything you need to know about investing with us.

You can start investing with as little as ₹500 per month through SIP (Systematic Investment Plan). For lumpsum investments, the minimum varies by fund but typically starts from ₹5,000.
Finwise Prosperity | Your Partner in Wealth Creation