Wealth, managed
with discipline.
Personalised Investment & Wealth Planning
Get professional financial and investment guidance from a SEBI-registered Investment Adviser. Build, review and manage your investments around your long-term financial goals.
A SEBI-registered advisory built on transparency and evidence. Portfolio audits, personalised advisory and private wealth management — considered, unbiased, and entirely yours.
Speak 1-on-1 with a SEBI Registered Investment Advisor… Call now for a direct consultation 9310177272
We exist to help investors make confident, informed decisions — free from commissions, noise and conflicts of interest. One advisory, for your entire wealth journey.
Built on trust, proven by results.
Hear from our community of investors who are building their future with WealthPlys.
Recently rebalanced.
Latest rebalancing activity across our stock strategies.
One platform, the whole journey.
A summary of everything Wealthplys does — from first review to lifelong advisory.
Research Strategies
Evidence-based equity and mutual-fund model portfolios, built from disciplined, data-driven research.
Portfolio Audits
Independent, one-time reviews of your holdings — mutual fund, equity, comprehensive or family-office.
Personalised Advisory
Goal-based financial plans spanning retirement, tax, insurance and legacy, reviewed through the year.
Financial Advisory
Personalised financial advice built around your goals, risk profile and financial situation.
Investment Advisory
Evidence-based investment guidance across equities, mutual funds and diversified portfolios.
Portfolio Review & Management
Independent analysis of your existing investments, asset allocation, risk and portfolio performance.
Retirement Planning
Build a clear investment and income strategy for the retirement you want.
Wealth Planning
A structured plan connecting investments, financial goals, risk management and long-term wealth creation.
Private Wealth Management
Dedicated wealth management for individuals and families with more complex financial needs.
Equity & Stock Advisory
Research-led guidance for investors seeking professional advice on equity portfolios and stock investments.
Goal-Based Financial Planning
Personalised financial plans covering investments, retirement, insurance, tax considerations and legacy planning.
Fee-Only / Fiduciary Advisory
Transparent, client-first advice with clear fees and an adviser aligned with your interests.
Advice you can verify.
Wealthplys operates under a SEBI-Registered Investment Adviser, bound by SEBI's fiduciary code — full disclosure, no hidden commissions, and your interests first.
Individual SEBI Registered Investment Adviser
Surendra Jauhari · Reg. No. INA000021474
BASL Member
BSE Administration & Supervision Ltd · Membership ID 2383
IIM & CFA certified team
Institutional-grade research and expert review
Fiduciary, fee-only advisory
No commissions — recommendations aligned only to your goals
Why do we charge an advisory fee?
Our fee isn't for giving stock tips — it's for managing and improving your portfolio throughout the year. We also research and review your existing portfolio and mutual fund holdings, not only what we recommend.
- Active portfolio rebalancing throughout the year (not just once)
- Quarterly portfolio reviews & health score
- Continuous monitoring of your portfolio and risk alerts
- In-house research & valuation using Wealthply's proprietary framework
- Research powered by strong expertise: driven by research analysts trained at top IIMs and candidate CFA Level 2 pursuers, with all final decisions reviewed by a SEBI-Registered Investment Adviser (RIA)
- Ongoing tracking of your existing stocks
- Research & valuation support for any stock you own or wish to evaluate — even if it wasn't recommended by us
- Dedicated portfolio review meetings
- Tax-loss harvesting opportunities (where applicable)
Our objective is simple: help you make better long-term investment decisions through disciplined portfolio management, continuous research, and timely action.
We work as your investment research and portfolio management partner, not just a provider of stock recommendations. The focus is to protect, monitor, and improve your portfolio throughout the year — not just recommend stocks.
The audit and advisory fee sheet, in full.
From an instant portfolio review to a bespoke family-office engagement — every fee and inclusion, in the open.
Mutual Fund Audit
Mutual fund investors · ₹5 Lakh+
- Instant CAMS-based dashboard
- Portfolio overlap analysis
- Expense optimisation
- Goal-based asset allocation
- Annual review & rebalancing
Minimum Fee Amount
₹2,499
Equity Portfolio Audit
Equity investors · ₹10 Lakh+
- Stock-by-stock expert review
- Portfolio Health Score
- Risk alerts
- Rebalancing recommendations
- Tax-loss harvesting
Minimum Fee Amount
₹25,000
Comprehensive Wealth Audit
Most chosenMF + equity investors · ₹10 Lakh+
- Combined MF + equity view
- Strategic asset allocation
- Tax-efficient structuring
- Periodic portfolio reviews
- Ongoing wealth planning
Minimum Fee Amount
₹25,000
Enterprise & Family Office Audit
HNIs & family offices · ₹5 Crore+
- Dedicated advisory team
- Multi-crore portfolio review
- Family office reporting
- Asset allocation strategy
- Risk management review
Minimum Fee Amount
₹75,000+
Personalised advisory & private wealth.
Ongoing, goal-based engagements priced by scope and portfolio size — up to a full private-wealth mandate.
Personalised Advisory
Goal-based planning · ₹50 Lakh+ portfolio
- Comprehensive financial plan
- Asset allocation & goal tracking
- Tax optimisation & insurance planning
- Retirement & legacy planning
- Family dashboard & periodic reviews
Minimum Fee Amount
₹75,000
Private Wealth Management
AUA-based · ₹1 Crore+ portfolio
- Dedicated CFP relationship manager
- Multi-asset portfolio management
- Transition management
- Bespoke reporting & quarterly reviews
- Family office style reporting
Minimum Fee Amount
₹1,50,000
* Fees are negotiable.
SEBI Reg. No. INA000021474. Investments in securities market are subject to market risks. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance or assure returns. Please read all related documents carefully before investing.
Every service, side by side.
A single view of what each engagement includes and where it fits.
| MF Audit | Equity Audit | Comprehensive Audit | Enterprise & Family Office | Personalised Advisory | Private Wealth Mgmt | |
|---|---|---|---|---|---|---|
| Engagement | One-time | One-time | One-time | Bespoke | Annual | AUA-based |
| Ideal portfolio | ₹5 Lakh+ | ₹10 Lakh+ | ₹10 Lakh+ | ₹5 Crore+ | ₹50 Lakh+ | ₹1 Crore+ |
| Starting fee | ₹2,499 | ₹25,000 | ₹25,000 | ₹75,000+ | ₹75,000/yr | ₹1,50,000/yr |
| Fee basis | Tiered 0.50%–0.25% | Tiered 2.50%–0.70% | Tiered 2.50%–0.80% | Custom | Tiered 1.50%–0.80%/yr | Tiered 1.50%–0.70%/yr |
| Portfolio dashboard | ||||||
| Expert review | ||||||
| Active rebalancing advice | ||||||
| Continuous monitoring & risk alerts | ||||||
| Research support for stocks not recommended by us | ||||||
| Tax-loss harvesting | ||||||
| Tax & estate planning | ||||||
| Dedicated adviser | ||||||
| Review cadence | One-time | One-time | One-time | Ongoing | 2–4 / yr | Quarterly |
Your interests, first — always.
No commissions, no conflicts, only advice.
Principles we hold to.
Fee-only & unbiased
No commissions, no product-pushing. Our advice is aligned only to your goals.
Evidence-based
Every recommendation is grounded in research and statistical analysis.
Confidential & secure
Bank-grade security and strict discretion over your portfolio data.
Fully transparent
Clear fees, clear risks, and disclosures made as per SEBI guidelines.
Questions, answered.
Is Wealthplys registered with SEBI?
Yes. Wealthplys operates under a SEBI-Registered Investment Adviser, Surendra Jauhari (Reg. No. INA000021474), and is a member of BSE Administration & Supervision Ltd (BASL Membership ID 2383).
What is the difference between an audit and advisory?
A Portfolio Audit is a one-time diagnostic review of your existing holdings. Personalised Advisory and Private Wealth Management are ongoing engagements where we build, implement and review a plan tailored to your goals.
How much does it cost to get started?
You can start with an Mutual Fund Audit from ₹2,499. Personalised Advisory starts from ₹75,000 per year for portfolios above ₹50 Lakh, and Private Wealth Management starts from ₹1,50,000 per year for portfolios above ₹1 Crore — both tiered by portfolio size and negotiable.
Do you guarantee returns?
No. Investments in securities markets are subject to market risk. Registration with SEBI and certification in no way guarantee performance or assure returns. All recommendations are advisory in nature.
Who reviews my portfolio?
Reviews are conducted by our SEBI-registered, IIM & CFA-certified advisory team, combining data-driven analytics with expert review.
Ready to take control of your investments?
Get a professional review of your investment portfolio from a SEBI-registered adviser.