Child's Education / Marriage

Buying Car / Home

Family Risk Cover (Life, Medical Etc)

Foreign Trip


Welcome to Wealth ATM

“Wealth ATM”
Visit us for financial freedom.

We help our clients with holistic investments across asset classes to meet their short, medium, and long term ambitions with varied investment products.

Why Us Wealth ATM

We follow strict ethics and keep all client details and information confidential. We never disclose it to any third party. We serve them for their comfort, confidence, convenience, and provide them control in managing their wealth.

What We Offer

We present suitable financial products across asset classes keeping customers needs and taxes in view.


We see that the offerings executed and implement by buying all the wealth products on a single digital platform.


We help clients to manage their investments on their own in a digital way.

Our Philosophy

Client-Centric Approach

Nothing concerns and influences us more than our clients and their financial interests based on which investment products are offered.

Right People to Partner with

We have rich knowledge and experience in financial field and have a wide range of financial products across asset classes. With the mastery of skills, and qualifications we are the right people to partner with.

Value Added Services

Our digital services ensure comfort, confidence, convenience, and will be in their control for managing their investments and they feel delighted to be updated always on their wealth, at any-time and anywhere.

Rich Product Basket

We render a single point of access to multiple financial and non-financial products and solutions with a need-based, holistic, client-centric approach.

Customer's Feedback


We offer below Services

Lump sum investments

Systematic investment plan

Systematic transfer plan

Systematic withdrawal

Mobile based services


We Offer Following Solutions

Dedicated digital account

Auto-updating of all transactions

Portfolio updates: investment-wise and consolidated returns


We Deal in below Products

Mutual Funds and Direct Equity

Bonds and ETFs

Life and general insurance

Portfolio Management Services


Real Estate