WELCOME TO WEALTHLIFE
Invest with Confidence through Mutual Funds & Portfolio Management Services (PMS)
Access professionally managed investment solutions through trusted platforms and structured investment products.
ABOUT US
Wealthlife is a brand of Excellus Fintech Private Limited
providing investment access and distribution services in:
- Mutual Funds (AMFI Registered Distributor)
- Portfolio Management Services (PMS) (APMI-Registered PMS Distributor)
We focus on helping investors invest in suitable products based on their investment objectives, time horizon, and risk preferences through structured and compliant investment solutions.
VISION & MISSION
Experience Benefits of Professional Consulting
Wealthlife is committed to providing clear and effective financial solutions, guided by our dedication to financial clarity and client-focused service. Our vision is centered around empowering individuals with the knowledge and tools for sound financial decision-making, fostering stability and growth in their financial lives.
Vision
Our vision is to set a new standard in personal financial management. We aspire to be leaders in empowering clients with effective financial strategies. We envision a future where financial stability is accessible to everyone.
Mission
Our mission centers on providing comprehensive financial planning and management. We aim to simplify complex financial concepts for our clients. Our focus is on creating financial strategies that align with individual goals and needs.
OUR SERVICES
Mutual Fund Investment Services
We help investors invest in mutual funds from leading Asset Management Companies (AMCs).
Personal Finance Management
We empower individuals to take charge of their financial health by providing comprehensive tools and insights to manage income, expenses, and investments effectively.
Cashflow Management
Achieve financial stability through our cashflow management solutions, designed to optimize your income and expenses.
Financial Planning
Our expert advisors create tailored financial plans to help you achieve your short-term and long-term financial goals.
Understanding your investment requirements
Assisting in selection of suitable mutual fund schemes
Account opening & transaction support
SIP, lumpsum, switch & redemption support
Portfolio statements & service support
Portfolio Management
Portfolio Management Services (PMS) Investment Services
For investors seeking bespoke portfolio solutions, we offer access to SEBI-registered PMS providers.
We facilitate access to SEBI-registered PMS providers offering professionally managed portfolios for investors seeking customised and actively managed investment strategies.
Our role includes:
Introducing suitable PMS products
Assisting in evaluation of PMS strategies
Onboarding & documentation support
Ongoing service reporting coordination
PMS services are offered by SEBI-registered Portfolio Managers. Excellus Fintech Private Limited acts as an APMI-registered PMS distributor.
VISION & MISSION
How We Help You Invest
We follow a simple, transparent approach:
Understand Your Goals
We begin by understanding your investment objectives, time horizon, and risk appetite.
Curate Investment Options
Based on your profile, we shortlist mutual funds or PMS offerings that fit your needs.
Seamless Transactions
We assist with account setup, documentation, and investing process.
Support & Reporting
You receive regular investment statements and service support.
Why Choose Wealthlife?
✔ AMFI-registered Mutual Fund Distributor (ARN-310757)
✔ APMI-Registered PMS Distributor (APRN Code – APRN01526)
✔ Transparent processes with clear investment details
✔ Technology-enabled onboarding and tracking
✔ Dedicated support for investors
