SEBI Registered Investment Advisor · INA000012345

Build Real
Wealth. Secure Your
Financial Future.

Personalized financial planning for salaried professionals, business owners & investors across India. SIP, Tax Saving, Retirement — all under one roof.

👥
800+
Happy Clients
📅
15+
Years Experience
💼
₹120Cr+
Assets Under Advisory
📈
14.2%
Avg. Portfolio Returns
🏦 Portfolio Overview ↑ +21.4% YTD
₹48,62,400
Total Portfolio Value · Last updated: Today
Equity Mutual Funds
₹28,40,000 +24.1%
ELSS / Tax Saver
₹9,20,000 +18.6%
Debt / Hybrid Funds
₹7,12,400 +9.2%
NPS / PPF
₹3,90,000 +7.1%
Monthly SIP
₹25,000
↑ Active · 7 Funds
Tax Saved This Year
₹78,000
↑ 80C Maxed Out
🏛️SEBI Registered Investment Advisor
📜CFP® Certified Financial Planner
🤝AMFI Registered MFD (ARN-189476)
🎓MBA Finance – IIM Lucknow
⚖️IRDAI Licensed Insurance Advisor
AK
15+
Years of Expertise
Aryan Kapoor, CFP®
SEBI Registered Investment Advisor | Financial Planner

I started WealthEdge Advisory with a simple belief: every Indian deserves a dedicated, trustworthy financial partner. Not just a mutual fund seller — but someone who truly understands your life goals and builds a plan around them.

With 15+ years of experience managing portfolios for salaried professionals, business owners, and NRIs, I've helped 800+ families build wealth, save taxes, and retire comfortably.

CFP® Certified SEBI RIA AMFI MFD IRDAI Licensed MBA Finance, IIM
800+
Clients Served
₹120Cr+
AUM Managed
14.2%
Avg Returns p.a.
📅 Book Free Consultation → Learn More About Me

Comprehensive Financial Services

Every service is personalized — not a one-size-fits-all product, but a strategy built for your unique financial situation.

💼

Financial Planning

End-to-end financial roadmap covering budgeting, insurance, investments, tax, and estate planning.

  • Goal-based planning
  • Cash flow analysis
  • Net worth tracking
  • Annual review calls
Learn More →
📈

Investment Advisory

Expert guidance on mutual funds, direct equity, bonds, and alternative investments.

  • Mutual fund selection
  • Portfolio rebalancing
  • Risk profiling
  • SIP management
Learn More →
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Tax Planning

Strategic tax planning to legally minimize your liability under all applicable sections.

  • 80C optimization
  • HRA & home loan benefits
  • Capital gains planning
  • ITR filing support
Learn More →
🏖️

Retirement Planning

Build a retirement corpus that sustains your lifestyle without working another day.

  • NPS advisory
  • PPF planning
  • Pension fund analysis
  • Withdrawal strategy
Learn More →
🛡️

Insurance Planning

Ensure your family is protected with the right term and health insurance coverage.

  • Term insurance audit
  • Health cover review
  • ULIP vs Term analysis
  • Claim assistance
Learn More →
🎓

Goal-Based Investing

Build dedicated portfolios for child education, home purchase, and other major goals.

  • Education corpus
  • Home down payment
  • Marriage fund
  • Emergency corpus
Learn More →
📅 Start With a Free Consultation →

Finance With Integrity & Precision

We don't sell products that pay us the highest commission. We recommend only what's best for your financial future.

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SEBI Registered = 100% Legal
Unlike unregistered agents, we're fully compliant with SEBI guidelines — your money is always protected by law.
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Fee-Only Transparent Model
You pay for advice, not commissions. No hidden charges. No conflict of interest.
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Data-Driven Decisions
Every recommendation is backed by research, risk analysis, and your personal financial goals.
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Dedicated Relationship Manager
One advisor who knows your full financial story — not a call center agent each time you call.
800+
Clients Served
₹120Cr+
Assets Managed
15+
Years Experience
98%
Client Retention

Smart Investment Plans for Every Goal

From ₹500/month SIPs to crore-level wealth management — we have a solution for you.

📊

SIP Planning

Start a Systematic Investment Plan from just ₹500/month. Harness the power of compounding to build massive long-term wealth.

Expected Returns
12–14% p.a. (Historical)
Invest from ₹500/month
Get Started →
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Goal-Based Portfolio

Dedicated mutual fund baskets for each goal — child education, home, retirement. Each goal, a separate strategy.

Expected Returns
10–16% p.a.
Min ₹5,000/month
Get Started →
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Tax-Saving (ELSS)

Save ₹46,800 in tax while earning market-linked returns. Only 3-year lock-in vs 15 years for PPF.

Expected Returns
12–16% p.a.
₹500 to ₹1.5L limit
Get Started →
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Wealth Management

₹25L+ portfolio advisory with direct mutual funds, structured products, bonds, and PMS.

Expected Returns
12–18% p.a.
Min ₹25 Lakh
Get Started →
🏖️

Retirement Corpus

NPS + Mutual Fund + PPF portfolio designed to deliver monthly income post-retirement.

Expected Returns
8–13% p.a.
Start from your 30s
Get Started →
🛡️

Term + Health Cover

Pure risk protection with maximum coverage at minimum premium.

Expected Returns
Risk Protection
₹5L to ₹5Cr cover
Get Started →

Financial Calculators

Calculate your SIP returns, EMI, and retirement corpus instantly.

📈 SIP Return Calculator

Monthly SIP Amount₹5,000
Investment Duration10 Yrs
Expected Annual Returns12%
📅 Build My SIP Plan →
Total Corpus at Maturity
Amount Invested
Estimated Returns
Wealth Multiple
💡 WealthEdge Insight
Starting early makes a massive difference. A 25-year-old investing ₹5,000/month can retire with 3.5x more wealth than someone who starts at 35.

Client Success Stories

How we helped real Indians transform their financial futures.

View All Stories →
Client Profile

Rahul Sharma

🏷️ IT Professional, Bengaluru
📉 Before
Tax Burden: High · No Savings Strategy
📈 After
Tax Saved: ₹1.2L/yr · Wealth: ₹48L in 6 yrs
Started zero savings. Now has ₹48 Lakh portfolio + zero tax anxiety. SIP of ₹25,000/month achieving 14.2% CAGR.
Read Full Story →
Client Profile

Priya & Kiran Mehta

🏷️ Business Owners, Delhi
📉 Before
No retirement plan · High risk exposure
📈 After
Retirement corpus: ₹1.2Cr projected at 60
Family business owners with no personal wealth. Built a structured ₹1.2 Crore retirement plan within 10 years.
Read Full Story →
Client Profile

Sunita Rao

🏷️ School Teacher, Pune
📉 Before
Daughter's education fund missing · Low income
📈 After
Education corpus: ₹24L secured (12yr plan)
On ₹45K salary, built a dedicated ₹24 Lakh education corpus for daughter's engineering education through SIP.
Read Full Story →

Ready to Start Your Financial Journey?

Book a FREE 30-minute call with Aryan Kapoor. No obligation. Walk away with a clear action plan.

800+ Indians already did. Join them. 🚀

Trusted by 800+ Happy Families

"
★★★★★

5

R
Rahul Sharma
Senior Engineer, TCS
achieved
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★★★★★

5

P
Priya Nair
Business Owner, Mumbai
achieved
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★★★★★

5

V
Vikram Gupta
Banking Professional, Delhi
achieved
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★★★★★

5

S
Sunita Kapoor
Teacher, Pune
achieved
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★★★★★

5

D
Deepak Ahuja
CA, Hyderabad
achieved
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★★★★★

5

M
Meena Krishnan
Doctor, Chennai
achieved

Get Your Free
Financial Health Check

In just 30 minutes, Aryan will personally review your current portfolio and give you a clear, actionable plan — absolutely free.

Portfolio gap analysis (current vs target)
💰
Tax saving opportunities you're missing
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Personalized SIP recommendation
🛡️
Insurance adequacy review
🏖️
Retirement readiness score
⭐ "The free review alone was worth more than anything I'd paid for in 10 years."
— Vikram G., Senior Manager

Start Your Free Review

Fill in your details — Aryan will call you within 2 working hours.

🔒 100% Confidential · No spam ever · SEBI Regulated Advisor

Frequently Asked Questions

How much money do I need to start investing? +
You can start investing with as little as ₹500/month through a SIP in mutual funds. However, for personalized advisory, we typically work with clients investing at least ₹5,000/month. The earlier you start, the better — time in market is your biggest advantage.
Is it safe to invest in mutual funds? +
Mutual funds are regulated by SEBI and AMFI, making them one of the most transparent investment vehicles in India. While equity mutual funds carry market risk, historically, diversified equity funds have delivered 12–15% CAGR over 10+ year horizons — significantly beating inflation.
How can I save tax beyond the ₹1.5 Lakh 80C limit? +
Beyond 80C, you can save additional tax through: NPS (₹50,000 under 80CCD), Health Insurance (₹25,000 under 80D), Home Loan Interest (₹2L under 24b), HRA exemption, and LTCG exemption on equity. A proper tax plan can save you ₹1–3 Lakh additional tax every year.
What is the difference between a SEBI RIA and a regular mutual fund agent? +
A SEBI Registered Investment Advisor (RIA) like Aryan Kapoor is legally obligated to act in your best interest. A regular MFD/agent earns commissions from fund houses, which may create a conflict of interest. RIAs typically recommend direct plans which have lower expense ratios and deliver better returns.
How long does it take to see results from investments? +
SIP in equity mutual funds typically needs 5+ years to deliver meaningful inflation-beating returns. In the short term (1–2 years), markets can be volatile. However, with a structured plan and disciplined investments, most clients see significant positive returns in 3–5 years.
What documents do I need to start investing? +
To start investing in India, you need: PAN card, Aadhaar card, a bank account, and KYC completion (which we help set up). Once KYC is done, you can start your first SIP within 30 minutes. We handle all paperwork for you.
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Start Your Financial Journey
Today.

Join 800+ Indians who chose to take control of their financial destiny with WealthEdge Advisory.

📅 Book Free Consultation → 📞 Call: +91 9810685229

Free · No obligation · SEBI Registered Advisor

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