Mutual Fund | SIP | Insurance (All Type)
Bonds | NPS | FD | PMS

Secure your future with smart INVESTMENTS. MUTUAL FUNDS where insurance meets wealth growth!

Financial planning — calculator, investments, and wealth growth
Wealthy Box team member

About Us

Our five years of dedicated experience with both domestic and international investors allows us to offer tailored financial solutions that align with your goals.

With over 21 years of expertise in the loan and finance sector, Wealthy Box was founded to provide personalised insurance and investment consultancy services.

At Wealthy Box, we are committed to securing your financial future with innovative strategies and trusted advice.

Services

Mutual funds and finance

Mutual Fund

  • Systematic Investment Plan (SIP)
  • Systematic Withdrawal Plan (SWP)
  • Lumpsum
  • NFO
  • Retirement Planning
Life insurance

Life Insurance

  • Child Education Plan
  • Child Marriage Plan
  • Retirement & Pension Plan
  • Term Plan
  • ULIP Plan
Health insurance

Health Insurance

  • Individual Health Plan
  • Family Floater Plan
  • Personal Accident Plan
  • Group Mediclaim Plan

Our Vision

  • 1,000+ clients by 2027.
  • Help 50 clients reach Rs. 1 crore in financial goals in 5 years.
  • Ensure Rs. 1 crore life insurance coverage for all clients.
  • Guarantee Rs. 10 lakhs health insurance for every client.
Financial growth and wealth vision