Wealth Metrics

About Us

Wealth Metrics is a boutique wealth management firm focusing on strategic investment solutions using our holistic wealth management metrics, robust risk management framework and suitable asset allocation for affluent HNIs.

We make the complex investment process simplified and customized for you and provide hassle free experience and peace of mind.

Ethics and Customer Centricity are our core values.

We are a team of experienced Certified Financial Planners, Chartered Accountants and Ex. Bankers for providing professional experience.

For Individuals : Asset Allocation, Retirement Planning, Kids education & Estate Planning

For Corporate: Acts as consulting CFO, Treasury Management, Employee wellness..

Our Services

Mutual Funds

Equity

Life Insurance

Health Insurance

Liquiloans

Bonds

Smallcases

NPS

Digital Will

FEATURES

Zero Paperwork

Seamless on-boarding, quick and simple

Monitor your Entire Portfolio

See your complete portfolio in a single place, in few clicks

Safe and Secure

Bank Grade Security

Zero Fees

We charge nothing from our Clients

Assistance for Asset Allocation

Get customized Asset Allocation

One Click Transact

In few clicks, Invest/Redeem/Insure, All in hassle-free manner.

Custom Baskets For You

Invest with Pre-Made Baskets

Signup/Login to See All

Invest Towards a Goal

Emergency Fund

Investment for Children

Home

Wealth Building

Vacation

Retirement Planning

Multi Asset Investment App

Access anywhere, anytime

Transact seamlessly, switching between our app and website. Download the APP now

FINANCIAL CALCULATORS

Power of SIP Calculator

Use this calculator to see how small investments made at regular intervals (SIPs) can grow to a large figure over a period of time with power of compounding.

Calculate

GOAL SIP Calculator

Plan for your Goals by using this calculator to determine the monthly SIP investments you need to make to reach a particular goal over a period of time.

Calculate