Welcome To Wealthyfive Financial Services

Wealthyfive Financial Services (WFS) provides comprehensive wealth management services to investors. Wealthyfive is predominantly an execution platform that provides all necessary financial tools and a DIY product kit curated for easy reference. You can do your risk profile and decide to invest on your own or choose the basket prefilled for your quick investment...

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Our Products

Mutual Funds

Mutual funds are financial instruments which invest in a portfolio ...

Fixed Deposit & Bonds

Similarly there are safe fixed deposits offered by select ...

Equity

Stocks or equity is an extremely important asset class in investments ...

PMS

This is the exotic cousin of stocks that helps to provide niche stock picking ...

SIP Calculator

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Latest Blogs

Importance of having Mid Cap Funds in your portfolio
Importance of having Mid Cap Funds in yo...

Midcap funds have always been popular with retail investors. Its popularity has ...

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Planting dreams early : This Children's Day, gift your child a future that grows
Planting dreams early : This Children's ...

Every November, as we celebrate Children's Day, we honour the innocence, joy, an...

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SIP or Lumpsum: Which is a better option?
SIP or Lumpsum: Which is a better option...

SIP involves investing a fixed amount periodically, making it an accessible and ...

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How debt funds can be suitable for investors at various investment stages
How debt funds can be suitable for inves...

Investors often think equity, when it comes to mutual funds. While equity is hig...

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Leveraging the PSU rally to sustain capex growth
Leveraging the PSU rally to sustain cape...

Indian equities are one of the brighter corners of sunshine in the global market...

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Continued benefits of debt funds and its role in building a strong investment portfolio
Continued benefits of debt funds and its...

On 24th March 2023, the Finance Minister proposed an amendment to the Finance Bi...

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How SWP and STP Taxation works
How SWP and STP Taxation works

Systematic Withdrawal Plan (SWP) and Systematic Transfer Plan (STP) are mutual f...

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Should you invest in ELSS: Old versus New Tax Regime
Should you invest in ELSS: Old versus Ne...

There has been lot of debate in digital and social media about the pros and cons...

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Latest News

DSP Mutual Fund launches DSP Nifty Next ...

The investment objective of the Scheme is to generate returns that are commensur...

Date: 19-Dec-25

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DSP Mutual Fund launches DSP Nifty 500 I...

The investment objective of the Scheme is to generate returns that are commensur...

Date: 19-Dec-25

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Kotak Mahindra Mutual Fund launches Kota...

Passive Investment in equity and equity related securities replicating the compo...

Date: 18-Dec-25

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The Wealth Company Mutual Fund launches ...

The investment objective of the scheme is to generate returns corresponding to t...

Date: 16-Dec-25

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Axis Mutual Fund launches Axis Gold and ...

The investment objective of the scheme is to generate returns by investing in un...

Date: 10-Dec-25

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Jio BlackRock Mutual Fund launches JioBl...

The investment objective of the Scheme is to generate capital appreciation and i...

Date: 09-Dec-25

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Tata Mutual Fund launches Tata BSE Multi...

The investment objective of the scheme is to provide returns, before expenses, t...

Date: 09-Dec-25

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Edelweiss Mutual Fund launches Edelweiss...

The primary objective of the Scheme is to generate returns by investing in units...

Date: 08-Dec-25

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