your freedom is our goal

We help you secure your financial future with unbiased recommendations


A plan made just for you

When you fail to plan, you plan to fail.

Learn More

Every person has a different thinking, situation, risk level and different needs. There is “no one size fits all” in financial planning. We take a holistic view of your finances for planning.

Detailed Portfolio Analysis

A picture speaks a thousand words

Learn More

A picture makes it simple. Tells you everything you need to know. You can look at your asset allocations, different fund categories, fund sectoral exposures and debt paper quallities.

Goal Tracker

If you aim for nothing, you will hit it everytime

Learn More

Setting financial goals provides a way to measure your progress, so you know if you’re on the right track or not. Tracking the goal allows helps you to identify what’s working, and what’s not.  

Video KYC

Instant KYC from Anywhere

Learn More

A 15 minute online video KYC will save Trees, Papers, Printing ink, Photograph costs. But more importantly, the headache of getting it all done.

Multi-Asset Capability

Have all your assets under one roof

Learn More

We can take better decisions when we have the information about the complete portfolio. Better yet, these assets can be mapped to different goals to track their progress.

Portfolio Rebalancing

Boring but a powerful investment strategy

Learn More

The problem with long term investment is the short term changes. Having a good asset allocation is the key. Portfolio rebalancing removes the need to act during the short term market volatility.

Research Desk

Supposing is good but finding out is better

Learn More

Mutual fund research is not about finding the next best performing fund. It is about finding the right fund that fits your portfolio. At WEALTHMATIX, a “Five Star” rated fund has no meaning.

Online ATM

An instant money withdrawal facility

Learn More

The Online ATM gives the provision to withdraw a maximum of Rs.50,000 or 90% of invested amount within 30 minutes from a liquid fund with an Insta Redemption Feature.

Get Started For Free!

At WEALTHMATIX, we don’t recommend investments, but build trust by lending you a helping hand. This could all be FREE, when you invest with us. The choice is yours.

Based on 9 reviews
Tanu Singh
Tanu Singh
August 27, 2021.
Its the first time that I have taken services of FA and believe me there couldn’t be better choice than Vikram. He has been very professional through out and always available for my queries if it’s the silly one. It’s one of the best decision ever made by me.:)
Anita Ramesh
Anita Ramesh
August 24, 2021.
excellent & trustworthy advice.
Nikhil Moodbidri
Nikhil Moodbidri
August 10, 2021.
Vikram takes an honest view of investing. He is the kind of guy who promises less but delivers more.
Venugopal Nonavinakere
Venugopal Nonavinakere
August 10, 2021.
Vikram is one of the best financial advisors I have come across. I am now worry free with my financials as it's been taken care by Vikram. In addition Vikram also summarizes and shares market insights through his newsletters.
Rahul Kini
Rahul Kini
August 9, 2021.
Vikram, the owner of Wealthmatix, is high on ethics, professionalism and develops trust by prudently investing time with his clients. You can count on him to tell you the hard facts and help you create a financial disciple. I strongly recommend Vikram and Wealthmatix for well-researched financial planning, investment advice, and trustworthy personal finance partner.
Himanshu Dwivedi
Himanshu Dwivedi
August 5, 2021.
I have been connected with Vikram for more than two years, he is very professional and give legitimate advice in terms of investment related stuff. I would recommend him without hesitation.
Deepa Asthana
Deepa Asthana
August 4, 2021.
Vikram sir is very professional and handles my investment very well . He always gives a genuine advice or suggests investment that suits the family needs.
Srinidhi G.V.
Srinidhi G.V.
August 4, 2021.
Praveen Kumar
Praveen Kumar
August 4, 2021.
I'm extremely happy with the services of wealthmatix!

Blog Posts

A new World Order

Until 1944, Sterling used to be the global currency. But after the second world war, America with its strong economy and unparalleled innovations, became the super-power of today’s world. Is that...

Real Returns from Real Estate

The video is aimed to calculate the real returns from real estate (or CAGR) investment. We often tend to calculate absolute returns rather than the internal rate of return. We avoid running the numbers to find facts which will help us make rational decisions, than emotional decisions.

Product Analysis-Nippon Life Increasing Income Plan

The product is a non-participating, non-unit linked policy. Meaning, the policyholder does know participate in the bonus, add-ons or any dividend declared by the company depending on the profit....

The Reading Competition

I see advertisements on YouTube where it claims that a successful (and Rich) person or a CEO of the successful company reads an average of 52 books/year. That is almost a book a week. I sometimes...

Invest OR Pay Off Debt?

Many of us face the dilemma when we have to choose between investing and paying down the debt(loan). If you just focus on paying off the debt, you may not have enough time or the money to garner the...

Free cheese is found only in the mouse trap!!

Money cannot buy you happiness. But then, not having any money doesn't put us on an automatic path to happiness. Going beyond clichés, money does play a helpful role in our happiness and if we are...

Teaching Kids about money

Babies are only born with survival instincts. But you can greatly influence, what he/she becomes after 20 years. One of the best gifts you can ever give your child is to teach them to think...

Product Anatomy – LIC New Jeevan Anand

You can download the calculation excel from here. New Jeevan Anand (815)Download   https://youtu.be/Csk4g_HNErI

Product Anatomy – Canara HSBC Smart Junior plan

The video demonstrates how to calculate the returns of an endowment plan when you have a fair idea of the expected cash-flow. Click here to download the calculation excel file Download The video is...

Path To Financial Independence

Mr.Wikipedia defines it as “A state in which an individual or household has sufficient wealth to live on without having to depend on income from some form of employment”. Everybody wants to be in...

This is why we do, what we do




Portfolio CAGR

Empanelment Partners

Let’s Get Started

because in investing, Time is more important than the Timing!

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!