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Mutual Funds: Grow your wealth one disciplined SIP at a time.

Unlock long-term growth with expert guidance and a curated choice of schemes — through SIPs, lumpsum or goal-based portfolios.

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Overview

What mutual funds can do for you

Mutual funds are the backbone of most long-term plans — but choosing from thousands of schemes, and staying invested through market cycles, is hard to do alone. As an AMFI-registered Mutual Fund Distributor, Wealth Gullak helps you match schemes to your goals and risk profile, invest paperlessly, and keep your portfolio on track with regular reviews.

How we help

What's included

Goal-based SIPs

Every SIP is linked to a named goal — retirement, education, a home — with a target amount and date.

Lumpsum & STP

Deploy bonuses or windfalls gradually with Systematic Transfer Plans instead of timing the market.

Tax-saving (ELSS)

Equity Linked Savings Schemes with a 3-year lock-in, eligible for deduction under the old tax regime.

SWP for regular income

Systematic Withdrawal Plans that turn a corpus into a monthly cash flow in retirement.

Portfolio review

Upload your CAMS / KFintech statement and get a plain-language health check of overlap, risk and costs.

Rebalancing

Periodic nudges to bring your asset mix back in line as markets and your life change.

The process

How it works

Simple, paperless where possible, and explained at every step.

Understand you

A short conversation and risk-profile questionnaire to understand your goals, horizon and comfort with volatility.

Complete KYC

Paperless KYC and account setup in minutes — PAN, Aadhaar-based e-sign and bank mandate.

Get your shortlist

A curated set of schemes (regular plans) mapped to each goal, with the reasoning written down.

Invest & track

Start SIPs or lumpsum through the Wealth Gullak app and track every folio, family-wide, in one place.

Review together

Periodic reviews, goal-health updates and rebalancing suggestions — so the plan stays a plan.

Who it's for

Is this right for you?

First-time investors starting with a small SIP
Salaried professionals planning retirement and children's education
Families consolidating scattered folios
Business owners building a disciplined long-term portfolio

FAQs

Questions, answered

What is a SIP?

A Systematic Investment Plan lets you invest a fixed amount in a mutual fund scheme at regular intervals, usually monthly. It builds discipline and averages your purchase cost over time. Minimum SIP amounts vary by scheme; many schemes accept SIPs from ₹500 a month or less.

Are mutual fund returns guaranteed?

No. Mutual fund investments are subject to market risks and returns can go up or down. Past performance is not indicative of future returns. We help you choose schemes suited to your risk profile and time horizon.

Can I pause or stop my SIP?

Yes. SIPs can usually be paused or cancelled at any time without a penalty from the fund house, though exit loads may apply to redemptions within a scheme's specified period.

How is Wealth Gullak paid?

As an AMFI-registered Mutual Fund Distributor (ARN-300151), we are compensated by Asset Management Companies through commissions on regular plans. We do not charge you a separate advisory fee for mutual fund distribution. See our commission disclosure for details.

Can I see my existing investments made elsewhere?

Yes. You can share your Consolidated Account Statement (CAS) and we will map your existing folios into your portfolio view and review them with you.

Ready to get started with Mutual Funds?

Explore the app or speak with the Wealth Gullak team first.

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.

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