Wealthzi is a financial technology company that operates as a digital-first wealth management platform in India. Its mission is to provide high-quality, personalized wealth management services, previously accessible only to ultra-high-net-worth individuals, to a broader audience of HNI and affluent investors through a tech-driven approach. The company offers a curated selection of investment products, including Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), mutual funds, and corporate fixed deposits, combined with expert advisory to help clients achieve their financial goals.

Founded in

India