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A personal wealth operating system

Wealth that growswith wisdom

Your Wealth, Thoughtfully Brewed..

Before WealthCuppa Investment

Your investments are scattered:

G
Groww
4 funds · Unknown returns
Z
Zerodha
3 funds · Can't track SIPs
P
Paytm Money
5 funds · Overlapping?
Common Problems:
No idea of total XIRR or returns
Duplicate funds across platforms
No goal tracking or planning
Rebalancing is a nightmare
With WealthCuppa Investment
Live Tracking
Unified Portfolio Value
₹ 48,72,540
+ ₹ 4,82,310 · 11.0%
Before WealthCuppa Investment
With WealthCuppa Investment
XIRR
14.8%
Active SIPs
7
Goal health
82
What You Get:
All funds in one place — see everything
Auto-calculated XIRR & returns
Goal-mapped every rupee
Smart alerts for rebalancing
Dedicated partner for guidance
SEBI Registered ARN-319677
256-bit Encryption
10+ Happy Investors
ISO 27001 Certified

Trusted across All Over India

10+ investors are building wealth with us

10
Investors served

Goal planning

Your money. Your goals.Every rupee matters.

Use our calculators to translate your goals into clear numbers, adjusted for inflation and time horizon. Illustrations only; not investment advice.

Illustrative example

27 YRS
NEAR-TERM
Retirement
Comfortable retirement at 65
27 years remaining · ₹ 65,000/mo lifestyle
₹ 1.28 Cr invested32%
Target ₹ 4 Cr
Adding ₹2K/mo now can retire you 2 years earlier
8 YRS
MID-TERM
Child education
Aakriti's higher studies
8 years · MBA - Stanford
₹ 90 L invested37%
Target ₹ 4 Cr
Step-up SIP of ₹3K/yr fills the gap by year 8
10 YRS
LONG-TERM
House purchase
Dream home in Bhopal
10 years · 3 BHK · ₹ 1 Cr
₹ 10 L invested10%
Target ₹ 1 Cr
Increase SIP by ₹3K to reach goal 8 months earlier
Goal calculators
See exactly what you need to save monthly
Scenario planning
What if scenarios across market conditions
Partner reviews
Quarterly check-ins to keep you on track
Start Planning Your Goals

Free calculator · No signup required · Get instant projections

Vaibhav Khare
Vaibhav Khare
Founder · B.E

We listen first, then plan with you for the long term.

10+
Active Clients
A partner, not an algorithm

Wealth is personal.
Your relationship with money should be understood.

Full transparency on trail commission no hidden costs, no fine print. Curated model portfolios across six risk profiles, not one-size-fits-all recommendations. Plain-language investor education � no jargon, no intimidation. Built for middle-class and first-time investors, not just seasoned market players. Personal, relationship-led service rather than a faceless app or call center. Strict SEBI/AMFI compliance in every communication, so clients can trust what they're told.

Chat anytime
Direct line on WhatsApp & email
Video reviews
Quarterly portfolio walkthroughs
Tax-efficient selection
ELSS, ELSS step-ups, capital-gains aware switches
Long-horizon planning
SIPs and goals across multiple life stages

What investors say

Personal relationships.Purposeful wealth.

Individual experiences. Outcomes vary based on personal circumstances, time horizon and market conditions.

At 51, my approach to investing has become more focused on retirement planning, family responsibilities and preserving the wealth I have built. WealthCuppa has helped me take a clearer, goal-based...

Vivek
Vivek
Marketing Professional

A significant part of our family savings had traditionally been invested in real estate. As our income and savings grew, my wife and I wanted to diversify our portfolio and...

Anil
Anil
Software Professional

I had been saving and investing for some time, but wanted a more structured approach to mutual funds, keeping my family’s future goals in mind. WealthCuppa made the process simple,...

Siba
Siba
Software Professional
Our story

Helping families
turn savings into meaningful wealth.

Wealthcuppa began with a simple observation — too many middle-class families were avoiding mutual funds altogether, simply because the world of investing felt confusing and out of reach. Having spent years understanding people and building teams before this, I wanted to bring that same care into how Indians invest — starting with honest, simple guidance grounded in transparency and trust. Today, Wealthcuppa exists to make mutual fund investing feel simple and clear — one informed decision at a time, like a cup of clarity.

Full transparency on trail commission — no hidden costs, no fine print. Curated model portfolios across six risk profiles, not one-size-fits-all recommendations. Plain-language investor education — no jargon, no intimidation. Built for middle-class and first-time investors, not just seasoned market players. Personal, relationship-led service rather than a faceless app or call center. Strict SEBI/AMFI compliance in every communication, so clients can trust what they're told.

2025
Founded
10
Active Clients
What we stand for
Suitability before sales
We help you choose schemes that fit your goals and risk — not the ones that pay us most.
Total transparency
Clear disclosures, jargon-free reviews and no surprises.
Built for the long run
We plan in decades and stay your partner through every market cycle.

We exist to make mutual fund investing simple, transparent, and accessible for every Indian family.

Vaibhav Khare
Vaibhav Khare
Founder · B.E
WealthCuppa Investment on mobile

All your funds in one place — see everything.

Track your investments, monitor goals, and stay on top of your wealth journey from anywhere.

All funds in one place — see everything
Consolidated view of all your mutual funds, SIPs, and investments
Auto-calculated XIRR & returns
Real-time performance tracking with accurate return calculations
Smart alerts for rebalancing
Get notified when your portfolio needs attention
4.X average · XX,XXX+ ratings
TOTAL PORTFOLIO VALUE
₹48,72,540
↑ ₹1,24,320 (2.6%) today
14.8%
XIRR
7
SIPs
82
Score
📊
Funds
🎯
Goals
💬
Chat
YOUR GOALS
Retirement
₹18.2L / ₹30L target
68%
Child Education
₹12.3L / ₹25L target
49%
Dream Home
₹8.5L / ₹40L target
21%
🏠
Home
📈
Invest
🎯
Goals
👤
Profile
Start in 2 minutes

Your wealth journey
begins with a single, honest question.

What do you really want from your money? Take our investor personality assessment. No email required to start.

WealthCuppa Investment
Your Wealth, Thoughtfully Brewed

An AMFI-registered Mutual Fund Distributor offering personalised wealth planning, curated investment baskets and goal-based investing.

AMFI REGISTEREDARN-319677
Contact
WealthCuppa Investment

D106, Jain Heights East Parade, LN Reddy Road, Vignan Nagar, Basava Nagar, Bangalore 560037

+91 8722193171

vaibhav@wealthcuppa.com

Risk & performance. Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future returns. Portfolio values, returns, goal progress and calculator outputs shown on this site are illustrative and do not represent any actual client account or guaranteed outcome.

Commissions. Mutual Fund Distributors receive trail commissions from Asset Management Companies on transactions executed through them. We do not charge a separate fee from you for distribution services. Full commission disclosures are available on request.

Grievances. support@wealthcuppa.com · Investor charter and SEBI SCORES portal links available in Disclosures.

© 2026 WealthCuppa Investment. All rights reserved.

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