Need help in Choosing the Right Mutual funds?

We will assist you in identifying the Mutual funds based upon your financial goals, risk-appetite, needs and other circumstances

Happy Clients
0 +
Years of Experience
0 +
SIPs Scheduled
0 +

Why Edwealth?

For Your Mutual Fund Investment Journey

Edwealth has been empowering and supporting its investors by offering holistic assistance on Investments and Insurance. At Edwealth, we have a proven track record of success and a deep understanding of the Indian capital markets.

Our team of experienced Professionals excels in guiding investors through the complexities of mutual fund investments, ensuring that investments align with their financial objectives.

KNOW YOUR EXPERT

With over 12 years of experience in mutual fund investments, Vikram is your trusted guide to navigating the financial markets. His expertise ensures tailored solutions aligned with your goals, backed by a proven track record of success.

Registered With The Association Of Mutual Funds In India (AMFI) For Mutual Funds.

Registered With The Insurance Regulatory And Development Authority (IRDA) For Insurance.

Certified By National Institute For Securities Market (NISM) For Mutual Funds

Certified By Insurance Institute of India for Life Insurance

We are ready to serve you differently

Success Project
%

About Company

Our Consultants Can Help

Business Ideas
0 +
New Accounts
0 +

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s.

Our Services

Developing solutions for the future.

Mutual Funds

Personalized list of Top Performing Mutual Funds for SIPs & Lumpsum

NRI Investments

Dedicated Support for NRIs to Invest in the Right avenues

Term Insurance

Perfect plan designed based upon current income, loan and family expenses

Health Insurance

Comprehensive family policy covering all medical expenses with no sub-limits

Fixed Deposit

Higher interest at lower risk Fixed deposits from NBFCs

PMS

Special attention to HNIs and UHNIs for investments in PMS

Our Process

Simple 4 step process

Step 1
Form Submission

Fill you basic information and our team will reach out to you to arrange a 1-1 session

Step 2
Get 1:1 Consultation

You get to talk to Vikram
1:1 for 45mins

Step 3
Personalized Suggestion

You get personalized suggestion based on your Age, Goals, Risk-appetite etc.,

Step 4
Start the Journey

You can complete the KYC and
begin investing

01.

Form
Submission

Fill you basic information and our team will reach out to you to arrange a 1-1 session

02.

Get Free Consultation

You get to talk to Vikram 1:1 for 45mins

03.

Personalized Suggestion

You get personalized suggestion based on your Age, Goals, Risk-appetite etc.,

04.

Start the
Journey

You can complete the KYC and begin investing

Recent Projects

Our Cases & Business Marketing

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s.

Why Choose Us

We Take Approach to Risk Management

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's.

Projections And Analysis

Creative Ideas

Creative Ideas

Experienced Advisors

Experienced Advisors

Risk Management

Risk Management

Quality Management

Quality Management

Let’s Get Appointment


Get Started

Let’s Get Appointment


Meet our professionals to consult about business

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum  the industry's.

John Doe

John Doe

Senior Consultant

Daniel Henry

Daniel Henry

Senior Advisor

Annalise

Annalise

Progress Analyser

 Cavan Carver

Cavan Carver

Conclusion Analyser

Help

Frequently Asked Questions

Mutual funds offer several advantages, including diversification, professional management, liquidity, and accessibility to various asset classes. Additionally, mutual funds cater to investors with different risk tolerances and investment goals.

What Our Client Says

    Krishna
    Krishna

    Software Consultant

    Vikram’s(financeguytamil) expert guidance on mutual funds and insightful advice on overall financial management have been invaluable.He not only recommended top-performing mutual funds but also tailored a personalized investment strategy that aligns with my goals. I highly recommend him to anyone seeking exceptional financial guidance. You have shown a new perspective of finance and investment. Keep up the good work.

      Karthik
      Karthik

      Business Analyst

      I want to express my gratitude for your honest and humble approach to your work. Your passion is evident, and what strikes me is your belief in collective growth and impact. It's not just about individual success but about lifting others along the way, which I find truly admirable. Thank you for inspiring and supporting me. I hope your philosophy of helping others continues to guide you, as it has had a profound effect on me. Many thanks.

        Navein lango
        Navein lango

        Creative Director

        Had an Engaging discussion with Vikram Singh (Mutual Fund Advisor). His expertise and guidance in addressing my financial concerns were invaluable. Additionally, he provided insightful recommendations on which mutual funds to consider for investment. His suggestions align perfectly with my financial goals and risk tolerance. highly recommend his services to anyone seeking clarity and direction in managing their finances

          Lokesh
          Lokesh

          Software Consultant

          Thanks Vikram for explaining on each and every mutual fund that we are planning to put for my portfolio and that too in very detail oriented terms. I really liked the way you diversified the allocation of mutual funds. I keep following your Youtube Shorts andInstagram Reels which touch every nook and corner of Finance Management. Keep inspiring us and thanks for all the help in my Mutual Fund Portfolio.

            Vignesh
            Vignesh

            Software Professional

            Hi Vikram, first of all thank you so much for your service have been doing the stocks and mutual funds investment for the past 6 months, but I never got clarified or confident on what I was doing & I was always worried about my portfolio. But the session with you was an eye opener, you are very much patience in hearing about my financial situations, goals and have explained clearly about the funds & its allocations which suits me.

              Siddhartha Kannan
              Siddhartha Kannan

              Snr Sales Leader

              Vikram is a fantastic person. He was very patient in understanding my goals, in answering my endless questions and planning things out. It is wonderful to be on this journey with you, Vikram! Thank you!

              Help

              Frequently Asked Questions

              Mutual funds offer several advantages, including diversification, professional management, liquidity, and accessibility to various asset classes. Additionally, mutual funds cater to investors with different risk tolerances and investment goals.