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

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

ABOUT US

Our five years of delicated experience with both domestic and international investors allows us to offer tailored financial solutions than 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 serivces.

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

Services

Mutual Fund​

  • Systematic Investment Plan(SIP)
  • Systematic Withdrawal Plan (SWP)
  • Lumsu
  • NFO
  • Retirement Planning

Life Insurance

  • Child Education Plan
  • Child Marriage Plan
  • Retirement & Pension Plan
  • Term Plan
  • Ulip Plan

Health Insurance

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

Our Vision

  • 1,000+ clients by 2027.
  • Help 50 client reach Rs. 1 crores 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.