Pricing

Price is what you pay. Value is what you get.

WMX Direct Junior

[age : 20 – 35 yrs]

✓ DIRECT Fund Investments
✓ Comprehensive Financial Plan
✓ Execution Guidance
✓ Portfolio Review & Rebalancing*
☓ Free Mobile App
☓ Paperless Investing
☓ Multi-Asset Capability
☓ Goal Progress Tracking
☓ Family Portfolio
☓ 24/7 Support

₹19,990

WMX Trust

[ age : any ]

✓ REGULAR Fund Investments
✓ Comprehensive Financial Plan
✓ Investment Execution
✓ Portfolio Review & Rebalancing*
✓ Free Mobile App
✓ Paperless Investing
✓ Multi-Asset Capability
✓ Goal Progress Tracking
✓ Family Portfolio
✓ 24/7 Support & More

₹0

WMX Direct Senior

[age : 36+ yrs]

✓ DIRECT Fund Investments
✓ Comprehensive Financial Plan
✓ Execution Guidance
✓ Portfolio Review & Rebalancing*
☓ Free Mobile App
☓ Paperless Investing
☓ Multi-Asset Capability
☓ Goal Progress Tracking
☓ Family Portfolio
☓ 24/7 Support

₹24,990

* ₹2,000/- is chargeable for Portfolio Review and Rebalancing under direct plans. The charges will be waived off, if the portfolio returns are negative.

All prices are including taxes.

     Excellent  
     Based on 9 reviews 
    
 
 
   
 
 
        
   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 
 August 24, 2021.
 
 
  excellent  & trustworthy advice.
  
 
       
   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 
 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 
 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 
 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 
 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. 
 August 4, 2021.
 
 
  
  
 
       
   Praveen Kumar 
 August 4, 2021.
 
 
  I'm extremely happy with the services of wealthmatix!

F.A.Q.

Are Direct plans better than Regular plans ?

Certainly. Direct plans will have lower expense ratios and hence, will earn higher returns compared to its Regular counterpart. But make no mistake, Direct investors have tendency to give into the market volatility which may reduce their returns.

How do you earn money in WMA Trust Plan?

You pay nothing when you invest through us, because, we earn commissions from the Asset Management Companies. Our commissions are part of the mutual fund expense ratios.

Is there any recurring charge in WMX Direct?

A plan requires regular reviews, at least once a year, to make sure that the initial investment thesis still holds good, and if any course corrections are required. This is a chargeable service at INR 1,000/review. If your portfolio is in negative, then we don’t charge any money for the review, because we know the pain of having to pay money when the portfolio is in red.

What is a comprehensive financial plan ?

The plan shall consist the current Financial Health Check, Cash Flow analysis, Risk & Insurance Plan, Tax Plan, Goal Plan, Retirement Plan, Investment Plan & Guidance for Estate Planning.

How much do you earn ?

Although it varies from fund to fund, it is typically about 0.5% – 1% for Equity investments & 0.03% to 0.4% for Debt investments.

Do you advice on stocks ?

No. We dont. If we do any stock analysis, we may share with you but the analysis will not have buy/sell price or price projections. We are not SEBI registered stock advisors.

contact us