Protect
Term and health cover sized to your real obligations — before a single rupee chases returns.
WealthAlign · Ahmedabad
Money, moving as one.
A wealth practice for people whose money grew faster than their system.
Scroll
This is where money goes to drift.
Every product made sense the day it was bought. Together, they make no sense at all.
Until it points somewhere.
One plan. One direction. One person accountable for the whole picture.
Three moves, in order.
Invest
Every SIP mapped to a named goal with a date. No orphan products, ever.
Review
Scheduled reviews, written reasons — and a call that says “do nothing” when doing nothing is right.
Numbers we can stand behind.
₹500
a real starting SIP — no wealth floor
0
cheques you write us for distribution*
1
person accountable for everything
And compounding, live
₹0
₹10,000/month · 12% p.a. · year 0.0 of 15 — sixty seconds per fifteen years
*Distribution is commission-paid by fund houses and insurers, disclosed on request — printed plainly on our fees page, not hidden in one.
Point it north.
Fifteen minutes. No pitch deck, no product list — just your money, looked at honestly.
FAQ
Fair questions, straight answers
The questions people actually ask before trusting someone with their money.
Why should I pay for an advisor when apps are free?
The app is free because you do all the thinking. Fund selection is the easy part; staying invested through a 30% drawdown, insuring before investing, and matching each rupee to a dated goal is where plans actually fail. That judgment — applied to your specific life — is what you're engaging us for. And our compensation is explained openly on this site, not hidden.
Can I lose money in mutual funds?
Yes. Market-linked investments fall as well as rise, and short-term losses are normal even in good long-term plans. What we control is *which* risks you take: matching investment horizon to goal dates, sizing equity to your actual capacity for loss, and keeping protection and emergency money separate from market money. Mutual fund investments are subject to market risks — read all scheme-related documents carefully.
Is there a minimum amount to start?
SIPs in many schemes start around ₹500–1,000 a month. We don't have a wealth floor — we have a seriousness floor. If you want a plan and will fund it monthly, we'll work with you and grow together.
How does WealthAlign get paid?
Mainly through distributor commissions paid by fund houses and insurers, built into product costs as regulated — you never write us a separate cheque for distribution. The full explanation, including typical ranges and our conflicts-of-interest commitment, is on this page under "How we earn." Ask us about the commission on any specific product; we'll tell you.
Should I buy stocks directly instead?
Direct stocks demand research time, emotional discipline and diversification most people don't have room for alongside a full life. Mutual funds buy you professional management and diversification at low minimums. For most goals-based plans, funds are the sensible core; direct equity, if at all, is a satellite for experienced investors who enjoy the work.
I already have investments. Do I have to start over?
No. We start with what you own — an honest audit of your existing funds, policies and loans. Whatever serves your goals stays. We consolidate and redirect only where there's a clear reason, and we'll show you that reason before anything moves.
Get started
Talk to a person
Tell us what you're working toward. A real advisor replies — usually within one working day.