Budwisefunds suggested investment plans for me!

My age is below 30 years

My age is above 30 years and below 50 years

My age is above 50 years

Why invest with BudwiseFunds?

Paperless

1 on 1 service

Goal based investments

Instant customer support

Bank grade security

Why invest with BudwiseFunds?

User friendly dashboards

Super savings fund

Mobile applications

**24*7 buy/sell services**

DIY (Do it yourself)

Free Risk Profiling report

We recommend you to complete your risk assessment first and then start investing as per your risk appetite.

No Transaction charges

We do not charge any transaction charges for buying/selling of mutual funds.

Lifetime free investment account

We offer 100% lifetime free investment account.

Free digital KYC

Customer can complete their KYC in a minute through our mobile application. It’s free,safe and fully digital.

Unique investment solutions

We offer highly customized solutions to our clients through our unique goal based investment plans.

100% Automated

Our fully automated platform offers unbiased algorithm based robo advisory.

No demat required

You don’t need demat account to transact and maintain portfolio with Budwisefunds.

Algorithm based robo advisory

Markets are not only driven by insights but also by intelligent algorithms. With Budwisefunds, you can gain leverage by our algorithm based solutions to manage your wealth smartly and diversify your investment portfolio.

We are Different!

At Budwisefunds, it is our approach to wealth management and the values we bring to the table that makes us different. Our investment strategies and solutions are devised around you because we understand one size doesn’t fits all.
It is our approach which is designed to free your mind of worries and uncertainties so that you can make financial decisions with confidence and clarity.
Some of the different core values of our organization are as follow:

Intellect

Ethics

Transparent

Unbiased

Budwisefunds MY PLANS!

We help you to make smart money decisions and live life to the fullest.
Our company is engaged in providing varied types of financial services.

Goal Based Plans

Recommended Plans

Tax Savings Plan

Super Savings Fund

Tax Savings Plan

Tax Savings Plan

Earning money comes with paying taxes. With our tax savings plans, you can easily set up a investment in ELSS schemes and minimize your tax payments with substantial returns.

Retirement Plans

Retirement Plans

Planning for life after work is important for your peace of mind. With Budwisefunds, choose the best performing retirement plans.

Vacations

Vacations

Don’t delay your dreams to travel and explore the world. Use our best performing schemes to easily plan your vacation and set up a vacation fund that thrives on its own.

Child's Education

Child’s Education

Plan a bright future for your child with budwisefunds goal based child education investment plans. Be prepared for growing education costs with the required corpus.

Child’s Marriage

Child’s Marriage

Easily plan the expenses and future costs required for your child’s marriage with Budwisefunds best performing child marriage plan.

Emergency Funds

Emergency Funds

Emergencies don’t visit with a warning. Invest a sum of your money in selected schemes which will help you in difficult phase of your life.

Crorepati Plan

Crorepati Plan

If you plan to become a crorepati, you must plan to invest. Use our goal-based smart investment plans to get closer to your goal of becoming crore.

Best 5 Large Cap Funds

Best 5 Large Cap Funds

These funds invests in companies with a large market capitalization. Budwisefunds can assist you in choosing the best 5 large cap funds.

Best 5 Balanced Funds

Best 5 Balanced Funds

Balanced funds are funds that give investors a healthy mix of safety, value and capital appreciation. Budwisefunds can assist you in choosing the best 5 balanced funds.

Best 5 Tax Saving Plan

Best 5 Tax Saving Plan

Effective planning can help you save money and avoid unnecessary tax outgo. Budwisefunds can guide you in choosing the best 5 tax saving plans.

Best 5 Multicap Funds

Best 5 Multicap Funds

Invest your money in all seasons funds like multicap funds which are less risky and more diversified. Choose best 5 funds from the carefully selected basket of multi cap funds.

Best 5 Infrastructure Funds

Best 5 Infrastructure Funds

Invest in india’s growth and be a part of our infrastructure development.

Best 5 Mid Cap Funds

Best 5 Mid Cap Funds

These funds invest in companies which have the potential of becoming bluechips in the future. Budwisefunds can assist you in choosing the best 5 mid cap funds.

Best 5 Small Cap Funds

Best 5 Small Cap Funds

These funds invest in shares of companies whose ranks start from 251th from the universe of thousands stock. The ideas properly implemented will give you small cap company.

Tax Savings Plan

Tax Savings Plan

With our tax savings plans, you can easily set up a investment in best performing ELSS schemes and minimize your tax payments with substantial returns.

Super Savings Fund

Super Savings Fund

Invest your idle money lying in your savings account by investing into our best performing super savings fund.

100%

Customer Satisfaction

Your satisfaction is our priority. At budwisefunds, we work with utmost dedication and precision to offer the most tangible, practical and beneficial wealth management, investment mangement and financial planning services.

30 +

Fund Partners

We believe talented and resourceful fund management partners can maximize wealth and value creation. At budwisefunds, we offer you funds from over 30+ fund partners to make sure you have maximum choices and opportunities.

100%

Compliant

Budwisefunds is registered with the mutual fund regulator body- AMFI and all of our customer transaction is processed through Bombay Stock Exchange (BSE) STAR MF.

Have questions ?

Ask the expert

When it comes to wealth management and investing, no question is too small. Not sure where to start and what to invest? Let our experts answer your queries.

Frequently asked questions!

Have a question? We understand. Wealth Management can be an intimidating process, & different companies offer different services. We've collected a few of the questions we hear the most; click on below buttons for answers you might need.

Our Process

Instant Sign Up

Multiple investment options

Invest in the best funds.

See your Wealth Growing

Client Testimonials

Happy clients are the bedrock of any strong business and ours is no exception.
Read a few of our testimonials below.

Atul Gupta

Businessman

Best platform for first time investors. I liked their online services especially KYC. The advisors are there to guide you in each steps like goal setting, fund selection etc. Their online portal is very easy to navigate, understand and invest.

Shubham Dubey

Businessman

Service is very good and i m very satisfied with it. The portal provide me all my services from them on a single platform. It’s very easy to approach them and the team is always ready to help. They help me to manage my investment in simple or easy way to get me best returns of my investment.

Dr. Mayur Jain

Homeopathy Doctor

Budwisefunds.com is a reliable and trustworthy platform for financial security and holistic growth. The services and fund selection process is very effective and tailored made to my needs, considering my in-hand resources and future goals.

Rimi Sen

Assistant Manager

When it comes to fund advisory there are loads of advisors in the market that talk a good game, but budwisefunds.com is a sincere, thoughtful and professional wealth planner. We are pleased to have our adviser and fully entrust our risk management and retirement planning to him.

Sujeet Kumar Choubey

Associate Director

I have gone through your portal. If I say in one line it is superb and fantastic. What we want is easy to access, understand and compiled in one place. Dashboard looks really impressive. Keep on maintaining this tempo and accountability you have bestowed us.

Mutual fund partners

Platform Partner

Registered Investment Advisor
RIA code-INA00000000999

Transaction partner
Member code:24760

Registered mutual fund distributor
ARN-152231