ThewealthBuddy is a premier mutual fund advisory firm based in Jaipur, offering personalized investment solutions backed by deep market research and expert analysis. We specialize in crafting tailored investment portfolios that align with our clients' financial goals, risk appetite, and time horizons.
You can download the complete portfolio report including mutual funds & other assets. Get the historical performance of your portfolio easily & track the portfolio at your fingertips.
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
Invest in well researched cherry-picked perfectly balanced portfolio.
Being a first-time investor, I was quite nervous about mutual funds. But ThewealthBuddy, especially Megha ma'am, guided me throughout the journey. Their systematic approach helped me create a portfolio . Truly the best financial advisors in Jaipur!
Harsh sir from ThewealthBuddy has been managing my family's investments for 2 years now. His knowledge of tax-saving ELSS funds is brilliant. What I appreciate most is how they explain everything in simple language without using complex financial jargon.
After retiring from government service, I was worried about regular income. Megha ma'am and Harsh sir crafted a perfect blend of debt and equity mutual funds that now provides me monthly income while protecting my capital. Bahut badhiya service hai!
As a young CA, I understand finance, but ThewealthBuddy's research and fund selection process is top-notch. Their personal attention and quarterly portfolio reviews give me confidence. In today's uncertain market, their guidance is worth its weight in gold.
A mutual fund pools money from multiple investors to invest in a diversified portfolio of securities.
Being a first-time investor, I was quite nervous about mutual funds. But ThewealthBuddy, especially Megha ma'am, guided me throughout the journey. Their systematic approach helped me create a portfolio . Truly the best financial advisors in Jaipur!
Harsh sir from ThewealthBuddy has been managing my family's investments for 2 years now. His knowledge of tax-saving ELSS funds is brilliant. What I appreciate most is how they explain everything in simple language without using complex financial jargon.
After retiring from government service, I was worried about regular income. Megha ma'am and Harsh sir crafted a perfect blend of debt and equity mutual funds that now provides me monthly income while protecting my capital. Bahut badhiya service hai!
As a young CA, I understand finance, but ThewealthBuddy's research and fund selection process is top-notch. Their personal attention and quarterly portfolio reviews give me confidence. In today's uncertain market, their guidance is worth its weight in gold.
