Anupam Wealth

Welcome to Anupam Wealth, a comprehensive investment platform designed to simplify wealth creation for investors in India. Whether you are completely new to the financial market or looking for professional support to manage your portfolio, our team is with you every single step of the way.
Are you looking for a mutual fund app that doesn't leave you stranded with complicated dashboards? Anupam Wealth bridges the gap between digital convenience and human expertise. With our unique assisted-execution model, you don't have to navigate complex trades alone—your dedicated Relationship Manager (RM) handles the heavy lifting for you.
💼 How Anupam Wealth Transforms Your Investing Journey
• Dedicated RM-Assisted Execution: No more second-guessing transaction screens. All you have to do is reach out to your dedicated Relationship Manager (RM), and our team will securely execute all mutual fund transactions on your behalf.
• Seamless External Portfolio Import: Already have investments elsewhere? Bring them all under one roof. Easily import your existing mutual fund investments into our app directly, or share your details with our team to let us set it up for you.
• True Performance via XIRR: Get an accurate picture of your wealth creation. We report your portfolio performance using Extended Internal Rate of Return (XIRR) tracking so you know exactly how your money is growing over time.
• One-Click Financial Reports: Download comprehensive account statements, transaction histories, and tax-ready capital gains reports whenever you need them, just like any other mainstream app.
📊 Plan Smarter with Free Mutual Fund Calculators
Before you invest your hard-earned money, map out your financial goals using our intuitive suite of tools:
• Free SIP Calculator & Lumpsum Tools: Find out how much your one-time investments or monthly contributions can grow over time.
• Goal Planner: Calculate exactly how much you need to save for retirement, a new home, or your children's higher education.
🚀 Why Choose Anupam Wealth for Your SIPs
• Complete Digital KYC: Complete your onboarding and Know Your Customer (KYC) setup safely, securely, and completely paperless right inside the app.
• Curated Regular Mutual Funds: Gain access to a well-researched ecosystem of regular mutual fund schemes spanning equity, debt, hybrid, and tax-saving (ELSS) asset classes.
• Continuous Financial Literacy: We don’t just take orders; we handhold first-time investors, teaching you the fundamentals of market movements and guiding your wealth journey step-by-step.
💡 Start Your Mutual Fund SIP Today
With our free mutual fund calculator, identifying your wealth trajectory takes less than a minute. Once you select your milestones, simply notify your RM to start mutual fund SIP plans across India's top fund houses.
Download Anupam Wealth—a reliable SIP app combining advanced financial tracking with trusted human guidance. Take control of your financial future today!
🔒 Security, Compliance & Trust
At Anupam Wealth, your data integrity and capital security are our top priorities. We employ bank-grade encryption protocols to ensure your financial footprint remains confidential and fully protected.
• Entity Name: Anupam Wealth Pvt Ltd-AMFI Registered Mutual Fund Distributor
• AMFI Registration Number: ARN - 293395
• Registered Office: 501, Corporate Arena, D P Piramal Road, Goregaon West, Mumbai – 400 104
• Support & Grievances: For any assistance, reach out directly to your RM or write to us at [email protected]
• Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.