FundsIndia Private Wealth

Overview

FundsIndia Private Wealth, operated by Wealth India Financial Services Pvt. Ltd., is a prominent online wealth management and investment platform based in Chennai, India. Founded in 2009, it offers a wide array of investment products, including mutual funds, equities, corporate fixed deposits, bonds, the National Pension System (NPS), tax-saving ELSS funds, and Gold ETFs.

The platform focuses on helping investors make informed decisions through a secure online interface. It provides personalized financial guidance from investment coaches and experts, ensuring advice is tailored to individual financial goals. FundsIndia also features value-added services like Alert SIP, Flexi SIP, and active mutual fund portfolio management through its Smart Solutions service, which includes comprehensive financial planning.

FundsIndia serves investors in over 2,000 cities across India and more than 66 countries, managing assets worth over ₹12,800 crores. The platform is user-friendly, offering free account opening and lifetime validity, making it accessible for all types of investors. It aggregates offerings from 41 leading mutual fund companies and facilitates stock trading on the Bombay Stock Exchange (BSE).

Basic Information

Contact Details

• Website: fundsindia.com
• LinkedIn: linkedin.com/company/fundsindia-private-wealth

Key Focus Areas & Initiatives

• Finance
• Fixed deposit investments
• Online investment platforms
• Investment platform customer base
• Loan against mutual funds
• B2C
• Risk assessment
• Market research tools
• Fintech
• Investment portfolio optimization
• Investment services
• User-friendly platform
• Securities and commodity contracts intermediation and brokerage
• Investment advisory
• Tax planning
• International investment platform
• Bond investments
• Wealth management for NRIs
• Investment platform technology
• Investment advice
• Investment performance analytics
• Automated investment advice
• Retail investors
• Stock trading platform
• Risk management
• Mutual fund schemes
• Robo-advisory
• Digital investment
• Financial planning
• Online trading
• Investment diversification
• Investment platform compliance
• Financial products
• Automated financial planning
• Investment diversification strategies
• Investment tools
• Investment calculator
• Fixed deposits
• Robo-advisory services
• Mutual fund research tools
• Investment return optimization
• Bonds
• Investment portfolio tracking
• Wealth management
• Financial advisory
• Insurance
• Wealth creation
• Investment platform security
• Venture capital-backed fintech
• NPS investment platform
• Fintech solutions
• Portfolio management
• Retirement planning
• Tax-saving mutual funds
• Mutual funds
• Financial instruments
• Investment risk management
• Venture capital funding
• Online mutual fund investments
• Digital financial advisory
• Systematic investment plans (SIPs)
• Direct mutual funds
• Investment coaching
• Automated advisory
• ELSS
• Initial public offerings
• Lumpsum investment
• Investment strategy
• National pension scheme
• Money market instruments
• Funds selection
• Asset allocation
• Hybrid funds
• Index funds
• Market trends
• Investor education
• Short-term liquidity
• Investment types
• Finance technology
• Capital markets
• Financial consulting
• Management consulting

Technologies Used

• Amazon AWS
• Amazon SES
• Apache
• Bootstrap Framework
• DoubleClick
• DoubleClick Conversion
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Gmail
• Google Analytics
• Google Analytics Ecommerce Tracking
• Google Apps
• Google Dynamic Remarketing
• Google Font API
• Google Play
• Google Tag Manager
• Hotjar
• Linkedin Marketing Solutions
• Mapbox
• Mixpanel
• Mobile Friendly
• ProvideSupport
• Route 53
• Sendgrid
• Taboola
• Taboola Newsroom
• WordPress.org
• Zoho Analytics
• Zoho CRM
• Zoho SalesIQ

Affiliated Organizations & Regional Branches

• WestBridge Capital