SEBI Registered · Trusted by 50,000+ investors across India
Your Partner in
Financial Freedom
From intelligent wealth planning and tax consulting to retirement roadmaps and accounts outsourcing — InfyWealth delivers expert-backed financial solutions built for the modern Indian investor.
Portfolio Overview
Balanced Growth Portfolio
+18.4%
Avg. annual return
₹12.6L
Avg. portfolio size
Trusted partners
HDFC BANK
ICICI DIRECT
NSE · BSE
ZERODHA
BAJAJ FINANCE
NIPPON AMC
₹2.5 Cr+
Assets Under Management
50K+
Active Investors
18.4%
Avg. Annual Returns
12+ Yrs
Of Expert Experience
Our Services
Complete Financial
Solutions, Under One Roof
Every service is designed with a single goal — to help you achieve lasting financial confidence.
Financial Planning
Build a personalized roadmap to your financial goals — whether it's buying a home, funding education, or achieving early retirement.
- Goal-based portfolio construction
- Monthly & annual financial review
- Risk profiling & asset allocation
- Emergency fund & liquidity planning
Tax Consulting
Expert tax advice to minimize your liabilities, maximize deductions, and ensure full compliance with Indian tax regulations.
- ITR filing for individuals & businesses
- Capital gains & investment tax planning
- GST registration & return filing
- TDS compliance & advisory
Accounts Outsourcing
Let us manage your bookkeeping, payroll, and financial reporting so you can focus entirely on growing your business.
- Monthly bookkeeping & reconciliation
- Payroll processing & compliance
- P&L, balance sheet & MIS reports
- Accounts payable & receivable
Retirement Planning
Build a retirement corpus that ensures financial independence. We create plans tailored to your timeline, lifestyle, and income.
- NPS, PPF & EPF optimization
- Corpus simulation & withdrawal strategy
- Senior citizen tax & income planning
- Estate & succession planning
How It Works
Your Journey to Wealth
in 4 Simple Steps
01
Free Consultation
Book a complimentary 30-min call with a certified financial advisor to discuss your goals.
02
Financial Assessment
We analyse your income, expenses, liabilities, risk appetite, and aspirations.
03
Custom Strategy
Receive a tailored financial plan covering investments, tax, and retirement goals.
04
Track & Grow
We actively monitor and rebalance your portfolio with quarterly reviews and real-time alerts.
Client Stories
What Our Investors Say
"InfyWealth transformed how I think about money. My portfolio grew 22% last year and I finally have a proper retirement plan in place. The advisors are incredibly knowledgeable and patient."
RM
Rahul Mehta
Software Engineer, Bangalore
"As a business owner, outsourcing my accounts to InfyWealth was the best decision. I save 15+ hours a month and my GST filings are always on time. Their tax advisory alone saved me over ₹3 lakh."
PS
Priya Sharma
Founder, Mumbai
"Retired at 58 thanks to the retirement corpus InfyWealth helped me build. The NPS and mutual fund strategy they designed gave me peace of mind I never thought possible."
AK
Anil Kumar
Retired, Hyderabad