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Investment Review
A clear-eyed review of your holdings, allocation, and risk.
SIPZ
Start your wealth journey today. Smart choices in SIP, Mutual Funds, SIF, Gold and PMS
sipz
“Your Wealth Partner ”
AMFI Registered NISM Certified ARN-341352
Goal planning
Goals we help you plan for
Retirement
Education
Vacation
Emergency fund
Marriage
Home
Services
What we do
Practical, hands-on guidance across every stage of your financial journey.
02
Fund Selection
Curated funds matched to your goals and time horizon.
03
SIP Solutions
Disciplined, automated investing plans that compound over time.
04
Portfolio Reporting
Transparent, regular reporting on performance and progress.
Products
Investment products we offer
A curated set of investment options to match your goals and risk comfort.
Mutual Funds
SIP or lumpsum investment based on your goals.
Fixed Deposits
Bank & Private FDs for stability.
Bonds & Debentures
Fixed income securities for conservative growth
Stocks
Gold Bonds| Pre-IPO| F&O
PMS/AIFs
For HNIs with higher risk appetite
Insurance - Term & Health
To secure your family’s future & protect your savings
Calculators
SIP and lumpsum planning tools
See how disciplined investing compounds over time. Adjust the amount and horizon to project your future savings.
Monthly investment₹ 5,000
Investment period7 yrs
Potential value after 7 years
₹6.60 L
Invested amount: ₹4.20 L
year 0year 7
* Illustrative projection at 12% p.a. Mutual fund investments are subject to market risks.
About the app
Backed by the Wealthy App
Your investments are managed via the Wealthy App, a SEBI-registered, secure, and trusted investment platform used by over 1,00,000+ investors.
SEBI Registration Certificate
₹6000 Cr in investments
20+ offices
4.8/5 client experience
Get in touch
Start a conversation
Share your details and SIPZ will reach out to help you plan your next step.
