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
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











About Company
Our Consultants Can Help
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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
Fill you basic information and our team will reach out to you to arrange a 1-1 session
You get to talk to Vikram
1:1 for 45mins
You get personalized suggestion based on your Age, Goals, Risk-appetite etc.,
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
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Why Choose Us
We Take Approach to Risk Management
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Projections And Analysis
Creative Ideas
Experienced Advisors
Risk Management
Quality Management
Let’s Get Appointment
Get Started
Let’s Get Appointment
Meet our professionals to consult about business
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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.
To select the right mutual funds, consider factors such as your investment goals, risk tolerance, time horizon, and investment preferences. Feel free to schedule a consultation with us to receive personalized guidance on selecting mutual funds that align with your financial objectives
The minimum investment required varies depending on the mutual fund and can range from as low as ₹100 to several thousand rupees. Some mutual funds offer systematic investment plans (SIPs) with lower initial investment requirements.
To schedule a consultation, simply provide your details under Let’s Get Appointment and our team will reach out to you. We are here to help you tailor your mutual fund investments to your specific goals and needs.
What Our Client Says

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.

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.

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

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.

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.

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.
To select the right mutual funds, consider factors such as your investment goals, risk tolerance, time horizon, and investment preferences. Feel free to schedule a consultation with us to receive personalized guidance on selecting mutual funds that align with your financial objectives
The minimum investment required varies depending on the mutual fund and can range from as low as ₹100 to several thousand rupees. Some mutual funds offer systematic investment plans (SIPs) with lower initial investment requirements.
To schedule a consultation, simply provide your details under Let’s Get Appointment and our team will reach out to you. We are here to help you tailor your mutual fund investments to your specific goals and needs.