Goal planner
Indicative monthly SIP₹10,760
Discuss this goal 
WealthifyXFINANCE • TAX • BUSINESSIntegrated financial & business advisoryClarity for your
Clarity for your
wealth. Confidence
for your business.
From investment planning to tax, accounting, company setup and licensing—professional support for your most important financial and business decisions, all in one place.
Structured processClient-first guidanceDocumentation support
WEALTH OVERVIEWPlan with perspective.
GOAL • RISK • TIME
Trusted processClear. Documented. Professional.
One expert networkWealth + business services
KFintechCAMSNJ WealthNirmal Bang Pvt. Ltd.
Names shown to identify service/platform relationships; trademarks belong to their respective owners.FREE PERSONAL FINANCE HEALTH CHECK
Measure financial pressure.
See the priorities.
Enter six figures to check emergency reserves, debt burden, investment level and essential expenses.
SMART PLANNING TOOLS
Plan first.
Invest with purpose.
Use these educational tools to prepare for a consultation. They do not replace a personalised suitability assessment.
Quick risk profile
Indicative profileConservative
Complete suitability review 01 — ABOUT US
One relationship.
Multiple solutions.
WealthifyX helps individuals, families and businesses make informed financial decisions. We make complex investment, tax and compliance matters clear, structured and actionable.
Transparent communicationGoal-aligned solutionsProfessional documentationLong-term relationship
02 — OUR SERVICES
Expertise that moves
you forward.
From personal finance to business compliance, every service comes with a clear scope and professional support.
Investment Planning
SIP, lump sum and goal-based mutual fund planning.
Taxation & Compliance
ITR, advance tax, GST, TDS returns, refunds and penalty management.
Accounting & Audit
Bookkeeping, bank reconciliation, financial statements and audit coordination.
Business Formation
Company, LLP and proprietorship setup, MSME, IEC, PAN, TAN and ROC support.
Business & NGO Services
CMA data, project reports, working capital planning, Section 8, 12A and 80G support.
Restaurant & Licensing
FSSAI, Trade Licence, GST, Fire NOC and industry setup assistance.
Drug Licence
Drug licence application, documentation and compliance support.
Liquor Licence
Applicable liquor licence process and documentation consultancy.
SERVICE DIRECTORY
Complete support,
clearly organised.
Explore the full range of WealthifyX services across investment, taxation, compliance, business setup, accounting and licensing.
A
Investment & Financial Advisory
Regular plan distribution and investor education
- SIP and lump sum planning with AMC and ARN support
- Risk profiling and fund selection
- Goal-based investment planning for retirement, children and tax saving
- Portfolio review and rebalancing suggestions
- ELSS, PPF, LIC and EPF comparison
- SIP calculations and CAGR projection reports
A2
Financial Education & Awareness
Clear information for informed decisions
- Educational content in Bengali, Hindi and English
- Monthly articles on investment and personal finance
- Awareness about scams and mis-selling
- Practical PDF guides for investors
B
Taxation & Compliance
Return filing, tax planning and compliance support
- Income Tax Return filing from ITR-1 to ITR-6
- Advance tax planning and deduction review
- Late return and penalty management
- GST registration and return filing, including GSTR-1 and GSTR-3B
- GST audit and refund support
- TDS returns including 24Q and 26Q, payment and penalty support
C
Business Formation & Corporate Services
Formation, registration and ongoing filings
- Private company, LLP and proprietorship setup
- MSME, IEC, PAN and TAN registration
- ROC filing, Director KYC and MCA form support
- Statutory and tax audit coordination
C2
Accounting & Bookkeeping
Reliable records and financial reporting
- Monthly accounting using Tally or Zoho
- Bank reconciliation and ledger maintenance
- Profit and Loss Statement preparation
- Balance Sheet and Trial Balance preparation
D
Business Consultation & NGO Services
Planning, reporting and non-profit compliance
- Business growth and working capital planning
- CMA data and loan project reports
- Section 8 company setup, 12A and 80G registration
- NGO audit and annual compliance support
E
Licensing & Industry Setup
Application and documentation assistance
- Liquor licence consultancy for retail, hotels and bars
- Drug licence consultancy for retail, wholesale and AYUSH
- Restaurant setup support covering FSSAI, Trade Licence, GST and Fire NOC
WHY WEALTHIFYXOne team for finance,
One team for finance,
tax and business execution.
One-stop platform
Investment, tax and business setup support through one professional relationship.
Professional coordination
Structured documentation and specialist support for clarity and accuracy.
Educated advisory
Clear explanations help clients understand each recommendation and requirement.
End-to-end support
Guidance from initial planning through paperwork and ongoing compliance.
Multilingual communication
Client-friendly communication in Bengali, Hindi and English.
03 — FUND DETAILS
Match the fund
to the goal.
Before choosing a fund category, consider your goal, time horizon and capacity for risk—not returns alone.
CategorySuitable forRiskTypical horizon
01Equity FundsLong-term wealth creationHigh5+ years
02Debt FundsStability & income focusLow–Moderate1–3+ years
03Hybrid FundsGrowth and stability balanceModerate–High3–5+ years
04ELSS FundsTax planning with equityHigh3-year lock-in
Fund categories are for education only and are not a recommendation. Suitability depends on an investor’s circumstances.
04 — FINANCIAL CALCULATORS
Turn assumptions
into perspective.
Estimate SIP, lump sum and EMI outcomes, then speak with us about a plan grounded in your real circumstances.
Estimated future value₹23,23,391
Total invested ₹12,00,000
Indicative calculation only. Actual returns or loan terms may vary.05 — CLIENT EXPERIENCE
Professionalism clients
can experience.
Client consent and wording will be verified before any testimonial is published.
★★★★★
Investment guidance
Verified client review will appear here after approval.
CLIENT REVIEW • SLOT 01★★★★★
Tax & compliance support
Verified client review will appear here after approval.
CLIENT REVIEW • SLOT 02★★★★★
Business setup assistance
Verified client review will appear here after approval.
CLIENT REVIEW • SLOT 03CLIENT ACCESS
Latest NAV & fund information
View official mutual fund NAV information before discussing suitability with WealthifyX.
Open AMFI NAV centreClient investment portal
Existing clients can securely access the linked transaction and portfolio platform.
Request portal accessChoose your language
Use Google Translate to view an automatically translated version.
06 — INSIGHTS
Knowledge for better
decisions.
View all insights INVESTING
INVESTING • 5 MIN READ5 things to know before starting an SIP
Goals, time horizon and risk tolerance—the foundations of a sound SIP plan.
Read articleTAX
TAX • 5 MIN READThe essential tax checklist for a new business
Important early-stage compliance, from registration to return filing.
Read articleBUSINESS
BUSINESS • 5 MIN READPrivate Limited or LLP—which should you choose?
A clear comparison of responsibilities, compliance and practical use.
Read article07 — CLIENT ENQUIRY
Tell us what
you need.
Your enquiry reaches the WealthifyX team directly. Share a few details and we will contact you to understand the requirement.
Your information is used only to respond to this enquiry.
FREQUENTLY ASKED QUESTIONS
Does WealthifyX guarantee investment returns?
No. Mutual fund returns are market-linked and cannot be guaranteed.
Can I book an online consultation?
Yes. Submit your preferred date and time in the consultation form.
Are calculators a recommendation?
No. Calculator results are illustrations based on assumptions.
Can WealthifyX help with tax and business licensing?
Yes. The team supports taxation, accounting, formation, maintenance and applicable licensing processes.
How will my information be used?
Only to respond to your enquiry, provide requested services and maintain necessary records.
FINANCE, TAX & BUSINESS EXECUTIONYour next decision
Schedule a consultation