About Us

We have over 10 years of experience providing expert financial advice for both businesses and individuals. Our committed team brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice. The team ensures our investments are best in class, combining substantiated research with the most effective investment tools available today.

Financial Planning

We understand you’re saving for all different life events: retirement, a house or simply to build wealth.

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Retirement Planning

Bonds are a good pick as part of a diverse investment strategy – they offer solid growth in the long-term.

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Child Education Planning

No matter where you want your retirement savings to take you, it’s quick and easy to set up a pension.

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What we Offer

We provide expert financial advice. With over 10 years of experience, we’ll ensure you’re getting the best guidance from the smartest people in the industry. For businesses and individuals, you can rely on Wealthonic to deliver.

What kind of financial advice do you give?

We provide goal-based financial advice to our clients

Do you offer individually tailored investment plans?

All our investment plans are tailored specifically to our client’s needs.

How would I go about planning for my retirement?

Our one-to-one consultation effectively helps in planning a custom and dedicated investment plan for your retirement.


Our world is at an inflection point, with technology transforming
our clients, our profession, and society at large.

17000+ Clients

250+ Associates

Why Choose Us?


10 years experience in providing expert financial advice.


A young, enthusiastic team of advisers are always here to help.


Our financial specialists ensure you get the optimum results.


Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.

For Businesses: Do you have questions about how Wealthonic can help your company? Send us an email and we’ll get in touch shortly, or phone – +91 9928629392
Monday to Friday – 9:00-18:00
Saturday – 10:00-18:00.
we would be delighted to speak.

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