Free advice is often the most expensive mistake.
Free advice is often the most expensive mistake.
Free advice is often the most expensive mistake.
Wake up energized, not anxious. See your goals within reach. Feel the relief of knowing you're finally on track.
Wake up energized, not anxious. See your goals within reach. Feel the relief of knowing you're finally on track.
Wake up energized, not anxious. See your goals within reach. Feel the relief of knowing you're finally on track.
WELCOME
• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.
What Our Members Say About Us
“I finally stopped second-guessing every investment decision.”
Hardika Ahuja
College Professor
“I used to avoid financial decisions out of fear — now I approach them with clarity and confidence.”
Gurpreet Singh
Entrepreneur
“I didn’t just get answers — I learned how to make the right money decisions myself.”
Aishwarya Bhatia
Brand Executive
“For the first time, I feel in control of both my insurance and investments.”
Kashish Kalra
Founder - The Social Spill
“No jargon, no pressure — just honest, actionable advice that actually fits my life.”
Jatin Bhatia
Film Maker
“What felt overwhelming for years was broken down into simple, doable steps — it changed everything.”
Tanya Chawla
Founder - The Social Avenue
What Our Members Say About Us
“I finally stopped second-guessing every investment decision.”
Hardika Ahuja
College Professor
“I used to avoid financial decisions out of fear — now I approach them with clarity and confidence.”
Gurpreet Singh
Entrepreneur
“I didn’t just get answers — I learned how to make the right money decisions myself.”
Aishwarya Bhatia
Brand Executive
“For the first time, I feel in control of both my insurance and investments.”
Kashish Kalra
Founder - The Social Spill
“No jargon, no pressure — just honest, actionable advice that actually fits my life.”
Jatin Bhatia
Film Maker
“What felt overwhelming for years was broken down into simple, doable steps — it changed everything.”
Tanya Chawla
Founder - The Social Avenue
What Our Members Say About Us
“I finally stopped second-guessing every investment decision.”
Hardika Ahuja
College Professor
“I used to avoid financial decisions out of fear — now I approach them with clarity and confidence.”
Gurpreet Singh
Entrepreneur
“I didn’t just get answers — I learned how to make the right money decisions myself.”
Aishwarya Bhatia
Brand Executive
“For the first time, I feel in control of both my insurance and investments.”
Kashish Kalra
Founder - The Social Spill
“No jargon, no pressure — just honest, actionable advice that actually fits my life.”
Jatin Bhatia
Film Maker
“What felt overwhelming for years was broken down into simple, doable steps — it changed everything.”
Tanya Chawla
Founder - The Social Avenue
Trusted by India’s Leading Mutual fund and Insurance Providers.
Trusted by India’s Leading Mutual fund and Insurance Providers.
Our Speciality
Our Speciality
Subscribe to our newsletter
Subscribe to our newsletter
Subscribe to our newsletter
What You Get
What You Get
Investment Research & Stock Market Insights
Investment Research & Stock Market Insights
₹999/year — Complete Access. No Hidden Charges.
₹999/year — Complete Access. No Hidden Charges.
✓ Make confident, data-backed investment decisions
✓ Detect market risks before they impact your portfolio
✓ Build wealth strategically, not emotionally
✓ Save hours with verified AI + expert analysis delivered weekly
✓ Identify high-quality stocks with strong fundamentals
✓ Make confident, data-backed investment decisions
✓ Detect market risks before they impact your portfolio
✓ Build wealth strategically, not emotionally
✓ Save hours with verified AI + expert analysis delivered weekly
✓ Identify high-quality stocks with strong fundamentals
Market Intelligence Reports
Stay ahead, every week.
AI delivers verified pre-market insights — real data, no noise. (AI-Powered Reports · Weekly Strategy · Zero Fake News)
Market Intelligence Reports
Stay ahead, every week.
AI delivers verified pre-market insights — real data, no noise. (AI-Powered Reports · Weekly Strategy · Zero Fake News)
Market Intelligence Reports
Stay ahead, every week.
AI delivers verified pre-market insights — real data, no noise. (AI-Powered Reports · Weekly Strategy · Zero Fake News)
Smart Risk & News Scan
Only facts, never rumors.
AI verifies news, tracks sentiment, and flags risks instantly. (News Verification · Risk Detection · Sentiment Scan)
Smart Risk & News Scan
Only facts, never rumors.
AI verifies news, tracks sentiment, and flags risks instantly. (News Verification · Risk Detection · Sentiment Scan)
Smart Risk & News Scan
Only facts, never rumors.
AI verifies news, tracks sentiment, and flags risks instantly. (News Verification · Risk Detection · Sentiment Scan)
Trend & Opportunity Finder
Spot moves before the crowd.
AI detects early market and sector shifts with precision. (Early Trend Detection · Tech + Fundamental Fusion)
Trend & Opportunity Finder
Spot moves before the crowd.
AI detects early market and sector shifts with precision. (Early Trend Detection · Tech + Fundamental Fusion)
Trend & Opportunity Finder
Spot moves before the crowd.
AI detects early market and sector shifts with precision. (Early Trend Detection · Tech + Fundamental Fusion)
Company Health Check
See what the numbers mean.
Instant financial scores with expert-backed insights. (Automated Financial Health Scoring)
Company Health Check
See what the numbers mean.
Instant financial scores with expert-backed insights. (Automated Financial Health Scoring)
Company Health Check
See what the numbers mean.
Instant financial scores with expert-backed insights. (Automated Financial Health Scoring)
3 Additional services at 0 cost
3 Additional services at 0 cost
3 Additional services at 0 cost
1. Mutual Fund Advisory
Personalised goal-based fund recommendations
Risk-tailored portfolio construction
SIP planning and automation guidance
Tax-saving options (ELSS funds)
Portfolio monitoring and rebalancing support
Active and passive investment strategies
2. Insurance Advisory
Comprehensive needs assessment (Health, Term, Motor)
Real settlement ratio transparency
Feature-by-feature policy comparison
Claim support and documentation assistance
Zero spam, purely needs-based recommendations
Essential protection planning for your family
3. Loan Advisory
Multi-bank loan comparison across 125+ partners
Home loans, personal loans, business loans guidance
Balance transfer evaluation and savings calculation
EMI planning and affordability assessment
Documentation support and application assistance
Best rate identification and negotiation
1. Mutual Fund Advisory
Personalised goal-based fund recommendations
Risk-tailored portfolio construction
SIP planning and automation guidance
Tax-saving options (ELSS funds)
Portfolio monitoring and rebalancing support
Active and passive investment strategies
2. Insurance Advisory
Comprehensive needs assessment (Health, Term, Motor)
Real settlement ratio transparency
Feature-by-feature policy comparison
Claim support and documentation assistance
Zero spam, purely needs-based recommendations
Essential protection planning for your family
3. Loan Advisory
Multi-bank loan comparison across 125+ partners
Home loans, personal loans, business loans guidance
Balance transfer evaluation and savings calculation
EMI planning and affordability assessment
Documentation support and application assistance
Best rate identification and negotiation
1. Mutual Fund Advisory
Personalised goal-based fund recommendations
Risk-tailored portfolio construction
SIP planning and automation guidance
Tax-saving options (ELSS funds)
Portfolio monitoring and rebalancing support
Active and passive investment strategies
2. Insurance Advisory
Comprehensive needs assessment (Health, Term, Motor)
Real settlement ratio transparency
Feature-by-feature policy comparison
Claim support and documentation assistance
Zero spam, purely needs-based recommendations
Essential protection planning for your family
3. Loan Advisory
Multi-bank loan comparison across 125+ partners
Home loans, personal loans, business loans guidance
Balance transfer evaluation and savings calculation
EMI planning and affordability assessment
Documentation support and application assistance
Best rate identification and negotiation
1. Mutual Fund Advisory
Personalised goal-based fund recommendations
Risk-tailored portfolio construction
SIP planning and automation guidance
Tax-saving options (ELSS funds)
Portfolio monitoring and rebalancing support
Active and passive investment strategies
2. Insurance Advisory
Comprehensive needs assessment (Health, Term, Motor)
Real settlement ratio transparency
Feature-by-feature policy comparison
Claim support and documentation assistance
Zero spam, purely needs-based recommendations
Essential protection planning for your family
3. Loan Advisory
Multi-bank loan comparison across 125+ partners
Home loans, personal loans, business loans guidance
Balance transfer evaluation and savings calculation
EMI planning and affordability assessment
Documentation support and application assistance
Best rate identification and negotiation
1. Mutual Fund Advisory
1. Mutual Fund Advisory
Personalised goal-based fund recommendations
Risk-tailored portfolio construction
SIP planning and automation guidance
Tax-saving options (ELSS funds)
Portfolio monitoring and rebalancing support
Active and passive investment strategies
2. Insurance Advisory
2. Insurance Advisory
Comprehensive needs assessment (Health, Term, Motor)
Real settlement ratio transparency
Feature-by-feature policy comparison
Claim support and documentation assistance
Zero spam, purely needs-based recommendations
Essential protection planning for your family
3. Loan Advisory
3. Loan Advisory
Multi-bank loan comparison across 125+ partners
Home loans, personal loans, business loans guidance
Balance transfer evaluation and savings calculation
EMI planning and affordability assessment
Documentation support and application assistance
Best rate identification and negotiation
Know The Experts
Know The Experts
Prateek Jaiswal
Founder, Portfolio360
Prateek brings 8+ years of experience in equity research and company analysis. A proud member of the American Academy of Financial Management India (AAFM). Throughout his career, he has built and grown multiple businesses across various industries from scratch. 95+ top media platforms have featured WealthWithPrateek, including: Zee Business, Business World, DailyHunt, ANI-70, and many others — From business features to startup showcases, top media platforms have recognised his contribution to the finance and wealth advisory ecosystem.
8+ years in Equity research
Entrepreneur
Featured in 95+ top media platforms
AAFM India Member
Followers
75K+
Experience
8+ Years
Prateek Jaiswal
Founder, Portfolio360
Prateek brings 8+ years of experience in equity research and company analysis. A proud member of the American Academy of Financial Management India (AAFM). Throughout his career, he has built and grown multiple businesses across various industries from scratch. 95+ top media platforms have featured WealthWithPrateek, including: Zee Business, Business World, DailyHunt, ANI-70, and many others — From business features to startup showcases, top media platforms have recognised his contribution to the finance and wealth advisory ecosystem.
8+ years in Equity research
Entrepreneur
Featured in 95+ top media platforms
AAFM India Member
Followers
75K+
Experience
8+ Years
Wealth Valley
Wealth Valley is an AMFI & SEBI-registered mutual fund and insurance advisory firm with a proven record of excellence, managing over ₹300 Crore in assets and serving 35,000+ clients across India. Renowned for its research quality, compliance discipline, and client-first approach, Wealth Valley has earned the trust of every major Asset Management Company (AMC) in the country. This recognition reflects their credibility and commitment to responsible, data-backed financial advice. With registrations from SEBI, IRDAI, and AMFI, every recommendation meets the highest regulatory standards. Through this partnership, you gain institutional-grade advisory expertise with a personal touch—combining Wealth Valley’s market credibility with our mission to make quality financial guidance truly accessible.
SEBI | IRDAI | AMFI Registered
₹300 Cr+ AUM
35,000+ Clients
Trusted by all the Leading AMCs Across India
AUM
₹ 300 Cr+
Clients
35,000+
Wealth Valley
Wealth Valley is an AMFI & SEBI-registered mutual fund and insurance advisory firm with a proven record of excellence, managing over ₹300 Crore in assets and serving 35,000+ clients across India. Renowned for its research quality, compliance discipline, and client-first approach, Wealth Valley has earned the trust of every major Asset Management Company (AMC) in the country. This recognition reflects their credibility and commitment to responsible, data-backed financial advice. With registrations from SEBI, IRDAI, and AMFI, every recommendation meets the highest regulatory standards. Through this partnership, you gain institutional-grade advisory expertise with a personal touch—combining Wealth Valley’s market credibility with our mission to make quality financial guidance truly accessible.
SEBI | IRDAI | AMFI Registered
₹300 Cr+ AUM
35,000+ Clients
Trusted by all the Leading AMCs Across India
AUM
₹ 300 Cr+
Clients
35,000+
Andromeda Loans
Andromeda Sales & Distribution Pvt. Ltd. is India’s largest loan distributor, enabling borrowers to access the most suitable financial products with unmatched transparency and convenience. With an annual disbursement exceeding ₹1.08 Lakh Crore, Andromeda partners with 125+ top banks and financial institutions to bring you the best possible deals across loan categories. Whether it’s a home loan, personal loan, business loan, or loan against property, Andromeda’s digital platform ensures seamless comparison, faster approvals, and expert guidance through every step of your loan journey.
India’s Largest Loan Distributor
125+ Lending Partners
₹1.08 Lakh Cr+ Disbursed
Digital Processing
Loans Disbursed
₹ 1 Lakh Cr+
Lending Partners
125+
Andromeda Loans
Andromeda Sales & Distribution Pvt. Ltd. is India’s largest loan distributor, enabling borrowers to access the most suitable financial products with unmatched transparency and convenience. With an annual disbursement exceeding ₹1.08 Lakh Crore, Andromeda partners with 125+ top banks and financial institutions to bring you the best possible deals across loan categories. Whether it’s a home loan, personal loan, business loan, or loan against property, Andromeda’s digital platform ensures seamless comparison, faster approvals, and expert guidance through every step of your loan journey.
India’s Largest Loan Distributor
125+ Lending Partners
₹1.08 Lakh Cr+ Disbursed
Digital Processing
Loans Disbursed
₹ 1 Lakh Cr+
Lending Partners
125+
Wealth Valley is an AMFI & SEBI-registered mutual fund and insurance advisory firm with a proven record of excellence, managing over ₹300 Crore in assets and serving 35,000+ clients across India. Renowned for its research quality, compliance discipline, and client-first approach, Wealth Valley has earned the trust of every major Asset Management Company (AMC) in the country. This recognition reflects their credibility and commitment to responsible, data-backed financial advice. With registrations from SEBI, IRDAI, and AMFI, every recommendation meets the highest regulatory standards. Through this partnership, you gain institutional-grade advisory expertise with a personal touch—combining Wealth Valley’s market credibility with our mission to make quality financial guidance truly accessible.
SEBI | IRDAI | AMFI Registered
₹300 Cr+ AUM
35,000+ Clients
Trusted by all the Leading AMCs Across India
AUM
₹ 300 Cr+
Clients
35,000+
Wealth Valley
Wealth Valley is an AMFI & SEBI-registered mutual fund and insurance advisory firm with a proven record of excellence, managing over ₹300 Crore in assets and serving 35,000+ clients across India. Renowned for its research quality, compliance discipline, and client-first approach, Wealth Valley has earned the trust of every major Asset Management Company (AMC) in the country. This recognition reflects their credibility and commitment to responsible, data-backed financial advice. With registrations from SEBI, IRDAI, and AMFI, every recommendation meets the highest regulatory standards. Through this partnership, you gain institutional-grade advisory expertise with a personal touch—combining Wealth Valley’s market credibility with our mission to make quality financial guidance truly accessible.
SEBI | IRDAI | AMFI Registered
₹300 Cr+ AUM
35,000+ Clients
Trusted by all the Leading AMCs Across India
AUM
₹ 300 Cr+
Clients
35,000+
Wealth Valley
Prateek brings 8+ years of experience in equity research and company analysis. A proud member of the American Academy of Financial Management India (AAFM). Throughout his career, he has built and grown multiple businesses across various industries from scratch. 95+ top media platforms have featured WealthWithPrateek, including: Zee Business, Business World, DailyHunt, ANI-70, and many others — From business features to startup showcases, top media platforms have recognised his contribution to the finance and wealth advisory ecosystem.
8+ years in Equity research
Entrepreneur
Featured in 95+ top media platforms
AAFM India Member
Followers
75K+
Experience
8+ Years
Prateek Jaiswal
Founder, Portfolio360
Prateek brings 8+ years of experience in equity research and company analysis. A proud member of the American Academy of Financial Management India (AAFM). Throughout his career, he has built and grown multiple businesses across various industries from scratch. 95+ top media platforms have featured WealthWithPrateek, including: Zee Business, Business World, DailyHunt, ANI-70, and many others — From business features to startup showcases, top media platforms have recognised his contribution to the finance and wealth advisory ecosystem.
8+ years in Equity research
Entrepreneur
Featured in 95+ top media platforms
AAFM India Member
Followers
75K+
Experience
8+ Years
Prateek Jaiswal
Founder, Portfolio360
Andromeda Sales & Distribution Pvt. Ltd. is India’s largest loan distributor, enabling borrowers to access the most suitable financial products with unmatched transparency and convenience. With an annual disbursement exceeding ₹1.08 Lakh Crore, Andromeda partners with 125+ top banks and financial institutions to bring you the best possible deals across loan categories. Whether it’s a home loan, personal loan, business loan, or loan against property, Andromeda’s digital platform ensures seamless comparison, faster approvals, and expert guidance through every step of your loan journey.
India’s Largest Loan Distributor
125+ Lending Partners
₹1.08 Lakh Cr+ Disbursed
Digital Processing
Loans Disbursed
₹ 1 Lakh Cr+
Lending Partners
125+
Andromeda Loans
Andromeda Sales & Distribution Pvt. Ltd. is India’s largest loan distributor, enabling borrowers to access the most suitable financial products with unmatched transparency and convenience. With an annual disbursement exceeding ₹1.08 Lakh Crore, Andromeda partners with 125+ top banks and financial institutions to bring you the best possible deals across loan categories. Whether it’s a home loan, personal loan, business loan, or loan against property, Andromeda’s digital platform ensures seamless comparison, faster approvals, and expert guidance through every step of your loan journey.
India’s Largest Loan Distributor
125+ Lending Partners
₹1.08 Lakh Cr+ Disbursed
Digital Processing
Loans Disbursed
₹ 1 Lakh Cr+
Lending Partners
125+
Andromeda Loans
Why Trust Us
Simple, data-backed guidance that helps you invest smarter, stay in control, and grow your wealth with confidence.
34,980
+
Clients Empowered
0
+
Companies Partnered
280
Cr
+
AUM
0
+
Proven Market Expertise
Why Trust Us
Simple, data-backed guidance that helps you invest smarter, stay in control, and grow your wealth with confidence.
34,980
+
Clients Empowered
0
+
Companies Partnered
280
Cr
+
AUM
0
+
Proven Market Expertise
Why Trust Us
Simple, data-backed guidance that helps you invest smarter, stay in control, and grow your wealth with confidence.
34,980
+
Clients Empowered
0
+
Companies Partnered
280
Cr
+
AUM
0
+
Proven Market Expertise
Smart Wealth Plan
Get verified market intelligence & free personal financial advisories — all in one place.
No upsells. Cancel anytime.
Yearly Access
₹999/year
STOCK INTELLIGENCE
AI-Verified Market Moves
Early Trend Detection
Actionable Company Insights
Weekly Strategic Briefs
Plus, You Get These Free!
Loan Advisory
Mutual Fund Advisory
Insurance Advisory
Smart Wealth Plan
Get verified market intelligence & free personal financial advisories — all in one place.
No upsells. Cancel anytime.
Yearly Access
₹999/year
STOCK INTELLIGENCE
AI-Verified Market Moves
Early Trend Detection
Actionable Company Insights
Weekly Strategic Briefs
Plus, You Get These Free!
Loan Advisory
Mutual Fund Advisory
Insurance Advisory
Smart Wealth Plan
Get verified market intelligence & free personal financial advisories — all in one place.
No upsells. Cancel anytime.
Yearly Access
₹999/year
STOCK INTELLIGENCE
AI-Verified Market Moves
Early Trend Detection
Actionable Company Insights
Weekly Strategic Briefs
Plus, You Get These Free!
Loan Advisory
Mutual Fund Advisory
Insurance Advisory
Featured In
Featured In
What Makes Us Different
Unlike social media ‘’influencers’’ or agents with vested interest, we value transparency. Consistency. Accessibility.
Features
AI-powered 24/7 market monitoring & analysis
Multi-source verification (Bloomberg, Reuters, SEC)
Automated fake news detection & flagging
Daily pre-market AI-verified reports
Data-driven insights explaining the "why"
Early trend identification via AI algorithms
In-depth analysis (fundamental + technical + AI)
Zero information overload — concise, verified
Risk-adjusted returns & capital safety focusRisk-adjusted returns & capital safety focus
10+ years' expert validation of AI findings
Personalized 1:1 expert guidance
Mutual Fund Advisory
Goal-based, personalized fund selection
Clear rationale behind every recommendation
Transparent, zero-commission model
Included within ₹ 999/year plan
Insurance Advisory
Needs-based insurance planning (not upselling)
Claim ratio & policy transparency
Full claim assistance & documentation support
Coverage analysis tailored to your family goals
Loan Advisory
Comparison across 125+ banks & NBFCs
Lowest-rate loans with full transparency
EMI & tenure planning customized to income flow
Backed by Andromeda Loans – India’s largest distributor
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Traditional Advisors / Agents / Influencers
No
No (Single source or unverified)
No (Rumors spread as facts)
No (Irregular, delayed updates)
No (Mostly rumors & hype)
No (Reactive once public)
No (Surface commentary)
No (Daily confusion, spam)
No (High-risk, speculative)
No (Unverified influencers)
No (Little to no support)
No (Mostly limited to locals)
No (Commission-driven sales targets)
No (Opaque selection process)
No (Hidden fees & product tie-ups)
No (Usually ₹ 5,000–₹ 10,000 separately)
No (Mostly limited to locals)
No (Policy pushing for commissions)
No (Data rarely disclosed)
No (Negligible post-sale help)
No (Generic, one-size-fits-all approach)
No (Mostly limited to locals)
No (Limited or biased lender list)
No (Hidden fees & unclear terms)
No (Generic recommendations)
No (Restricted to single-bank tie-ups)
What Makes Us Different
Unlike social media ‘’influencers’’ or agents with vested interest, we value transparency. Consistency. Accessibility.
Features
AI-powered 24/7 market monitoring & analysis
Multi-source verification (Bloomberg, Reuters, SEC)
Automated fake news detection & flagging
Daily pre-market AI-verified reports
Data-driven insights explaining the "why"
Early trend identification via AI algorithms
In-depth analysis (fundamental + technical + AI)
Zero information overload — concise, verified
Risk-adjusted returns & capital safety focusRisk-adjusted returns & capital safety focus
10+ years' expert validation of AI findings
Personalized 1:1 expert guidance
Mutual Fund Advisory
Goal-based, personalized fund selection
Clear rationale behind every recommendation
Transparent, zero-commission model
Included within ₹ 999/year plan
Insurance Advisory
Needs-based insurance planning (not upselling)
Claim ratio & policy transparency
Full claim assistance & documentation support
Coverage analysis tailored to your family goals
Loan Advisory
Comparison across 125+ banks & NBFCs
Lowest-rate loans with full transparency
EMI & tenure planning customized to income flow
Backed by Andromeda Loans – India’s largest distributor
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Traditional Advisors / Agents / Influencers
No
No (Single source or unverified)
No (Rumors spread as facts)
No (Irregular, delayed updates)
No (Mostly rumors & hype)
No (Reactive once public)
No (Surface commentary)
No (Daily confusion, spam)
No (High-risk, speculative)
No (Unverified influencers)
No (Little to no support)
No (Mostly limited to locals)
No (Commission-driven sales targets)
No (Opaque selection process)
No (Hidden fees & product tie-ups)
No (Usually ₹ 5,000–₹ 10,000 separately)
No (Mostly limited to locals)
No (Policy pushing for commissions)
No (Data rarely disclosed)
No (Negligible post-sale help)
No (Generic, one-size-fits-all approach)
No (Mostly limited to locals)
No (Limited or biased lender list)
No (Hidden fees & unclear terms)
No (Generic recommendations)
No (Restricted to single-bank tie-ups)
Recognized for Excellence
Our commitment to quality and innovation is reflected in multiple awards and recognitions, including:
Istanbul Strategy Meet Award
UTI Mutual Fund Award
Union Award
Principal Midcap Fund Award
Max Life Insurance Award
Principal Mutual Funds Award
Max Life Insurance Award
Recognized for Excellence
Our commitment to quality and innovation is reflected in multiple awards and recognitions, including:
Istanbul Strategy Meet Award
UTI Mutual Fund Award
Union Award
Principal Midcap Fund Award
Max Life Insurance Award
Principal Mutual Funds Award
Max Life Insurance Award
Recognized for Excellence
Our commitment to quality and innovation is reflected in multiple awards and recognitions, including:
Istanbul Strategy Meet Award
UTI Mutual Fund Award
Union Award
Principal Midcap Fund Award
Max Life Insurance Award
Principal Mutual Funds Award
Max Life Insurance Award
Contact Us
Get in Touch
Have a question or need more information about our services? Fill out the form, and our team will get back to you as soon as possible.
Contact Us
Get in Touch
Have a question or need more information about our services? Fill out the form, and our team will get back to you as soon as possible.
Contact Us
Get in Touch
Have a question or need more information about our services? Fill out the form, and our team will get back to you as soon as possible.
Frequently Asked Questions
Have questions for our plans? Find the answers here.
What makes WealthWithPrateek different from other advisory platforms?
What is included in the subscription?
How will the investment research help me?
Can I get a refund if I cancel my subscription?
How do I get support if I have questions?
Is my data safe? What’s your privacy policy?
What is your cancellation policy?
Do I need prior investment knowledge to use your services?
How are recommendations made? Is there commission bias?
Can you help with my existing investments and policies?
Frequently Asked Questions
Have questions for our plans? Find the answers here.
What makes WealthWithPrateek different from other advisory platforms?
What is included in the subscription?
How will the investment research help me?
Can I get a refund if I cancel my subscription?
How do I get support if I have questions?
Is my data safe? What’s your privacy policy?
What is your cancellation policy?
Do I need prior investment knowledge to use your services?
How are recommendations made? Is there commission bias?
Can you help with my existing investments and policies?
Frequently Asked Questions
Have questions for our plans? Find the answers here.
What makes WealthWithPrateek different from other advisory platforms?
What is included in the subscription?
How will the investment research help me?
Can I get a refund if I cancel my subscription?
How do I get support if I have questions?
Is my data safe? What’s your privacy policy?
What is your cancellation policy?
Do I need prior investment knowledge to use your services?
How are recommendations made? Is there commission bias?
Can you help with my existing investments and policies?
For Every Investor.
Because free advice is often the most expensive mistake.
For Every Investor.
Because free advice is often the most expensive mistake.
For Every Investor.
Because free advice is often the most expensive mistake.
What Makes Us Different
Unlike social media ‘’influencers’’ or agents with vested interest, we value transparency. Consistency. Accessibility.
Features
AI-powered 24/7 market monitoring & analysis
Multi-source verification (Bloomberg, Reuters, SEC)
Automated fake news detection & flagging
Daily pre-market AI-verified reports
Data-driven insights explaining the "why"
Early trend identification via AI algorithms
In-depth analysis (fundamental + technical + AI)
Zero information overload — concise, verified
Risk-adjusted returns & capital safety focusRisk-adjusted returns & capital safety focus
10+ years' expert validation of AI findings
Personalized 1:1 expert guidance
Mutual Fund Advisory
Goal-based, personalized fund selection
Clear rationale behind every recommendation
Transparent, zero-commission model
Included within ₹ 999/year plan
Insurance Advisory
Needs-based insurance planning (not upselling)
Claim ratio & policy transparency
Full claim assistance & documentation support
Coverage analysis tailored to your family goals
Loan Advisory
Comparison across 125+ banks & NBFCs
Lowest-rate loans with full transparency
EMI & tenure planning customized to income flow
Backed by Andromeda Loans – India’s largest distributor
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Traditional Advisors / Agents / Influencers
No
No (Single source or unverified)
No (Rumors spread as facts)
No (Irregular, delayed updates)
No (Mostly rumors & hype)
No (Reactive once public)
No (Surface commentary)
No (Daily confusion, spam)
No (High-risk, speculative)
No (Unverified influencers)
No (Little to no support)
Spacer
No (Commission-driven sales targets)
No (Opaque selection process)
No (Hidden fees & product tie-ups)
No (Usually ₹ 5,000–₹ 10,000 separately)
Spacer
No (Policy pushing for commissions)
No (Data rarely disclosed)
No (Negligible post-sale help)
No (Generic, one-size-fits-all approach)
No (Mostly limited to locals)
No (Limited or biased lender list)
No (Hidden fees & unclear terms)
No (Generic recommendations)
No (Restricted to single-bank tie-ups)
What Makes Us Different
Unlike social media ‘’influencers’’ or agents with vested interest, we value transparency. Consistency. Accessibility.
Features
AI-powered 24/7 market monitoring & analysis
Multi-source verification (Bloomberg, Reuters, SEC)
Automated fake news detection & flagging
Daily pre-market AI-verified reports
Data-driven insights explaining the "why"
Early trend identification via AI algorithms
In-depth analysis (fundamental + technical + AI)
Zero information overload — concise, verified
Risk-adjusted returns & capital safety focusRisk-adjusted returns & capital safety focus
10+ years' expert validation of AI findings
Personalized 1:1 expert guidance
Mutual Fund Advisory
Goal-based, personalized fund selection
Clear rationale behind every recommendation
Transparent, zero-commission model
Included within ₹ 999/year plan
Insurance Advisory
Needs-based insurance planning (not upselling)
Claim ratio & policy transparency
Full claim assistance & documentation support
Coverage analysis tailored to your family goals
Loan Advisory
Comparison across 125+ banks & NBFCs
Lowest-rate loans with full transparency
EMI & tenure planning customized to income flow
Backed by Andromeda Loans – India’s largest distributor
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Traditional Advisors / Agents / Influencers
No
No (Single source or unverified)
No (Rumors spread as facts)
No (Irregular, delayed updates)
No (Mostly rumors & hype)
No (Reactive once public)
No (Surface commentary)
No (Daily confusion, spam)
No (High-risk, speculative)
No (Unverified influencers)
No (Little to no support)
Spacer
No (Commission-driven sales targets)
No (Opaque selection process)
No (Hidden fees & product tie-ups)
No (Usually ₹ 5,000–₹ 10,000 separately)
Spacer
No (Policy pushing for commissions)
No (Data rarely disclosed)
No (Negligible post-sale help)
No (Generic, one-size-fits-all approach)
No (Mostly limited to locals)
No (Limited or biased lender list)
No (Hidden fees & unclear terms)
No (Generic recommendations)
No (Restricted to single-bank tie-ups)