Welcome To Wealthyfive Financial Services

Wealthyfive Financial Services (WFS) provides comprehensive wealth management services to investors. Wealthyfive is predominantly an execution platform that provides all necessary financial tools and a DIY product kit curated for easy reference. You can do your risk profile and decide to invest on your own or choose the basket prefilled for your quick investment...

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Our Products

Mutual Funds

Mutual funds are financial instruments which invest in a portfolio ...

Fixed Deposit & Bonds

Similarly there are safe fixed deposits offered by select ...

Equity

Stocks or equity is an extremely important asset class in investments ...

PMS

This is the exotic cousin of stocks that helps to provide niche stock picking ...

SIP Calculator

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Latest Blogs

Leveraging the PSU rally to sustain capex growth
Leveraging the PSU rally to sustain cape...

Indian equities are one of the brighter corners of sunshine in the global market...

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Continued benefits of debt funds and its role in building a strong investment portfolio
Continued benefits of debt funds and its...

On 24th March 2023, the Finance Minister proposed an amendment to the Finance Bi...

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How SWP and STP Taxation works
How SWP and STP Taxation works

Systematic Withdrawal Plan (SWP) and Systematic Transfer Plan (STP) are mutual f...

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Should you invest in ELSS: Old versus New Tax Regime
Should you invest in ELSS: Old versus Ne...

There has been lot of debate in digital and social media about the pros and cons...

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Why ELSS works not just for tax saving but also wealth creation
Why ELSS works not just for tax saving b...

As we approach the end of FY 2022-23 / AY 2023-24, you should ensure that you co...

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Diversifying across multiple asset classes can balance risk and returns better
Diversifying across multiple asset class...

Asset allocation refers to diversification of your investments in more than one ...

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Should you invest in Value Funds
Should you invest in Value Funds

Many mutual fund investors may be familiar the term “Value Investing”. This ...

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Why invest in Balanced Advantage Funds in these market conditions
Why invest in Balanced Advantage Funds i...

Balanced advantage funds, also known as dynamic asset allocation funds, are a ty...

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Latest News

Nippon India Mutual Fund launches Nippon...

The investment objective of the scheme is to provide investment returns that com...

Date: 21-May-25

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Nippon India Mutual Fund launches Nippon...

The investment objective of the scheme is to provide investment returns that com...

Date: 21-May-25

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ICICI Prudential Mutual Fund launches IC...

The objective of the Scheme is to invest in companies whose securities are inclu...

Date: 21-May-25

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Motilal Oswal Mutual Fund launches Motil...

The primary objective of the Scheme is to generate long-term capital appreciatio...

Date: 20-May-25

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Unifi Mutual Fund launches Unifi Flexi C...

To generate long term capital appreciation by pursuing active management and bot...

Date: 19-May-25

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SBI Mutual Fund launches SBI Nifty200 Qu...

The investment objective of the scheme is to provide returns that correspond to ...

Date: 17-May-25

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Baroda BNP Paribas Mutual Fund launches ...

The primary objective of the Scheme is to offer capital appreciation and income ...

Date: 15-May-25

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Canara Robeco Mutual Fund launches Canar...

The investment objective of the Scheme is to generate long-term capital apprecia...

Date: 12-May-25

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