Turn goals into plans, Plans into wealth.
What we do
At Pikl Wealth, we link savings to goals, and create an inflation-adjusted long term mutual fund plan for you. Since markets are moody, your plan must adapt. We help you stay on track through every shift.
Our Offerings
Financial Goal Planning
If you have goals, we’ll make a plan for you to achieve it. This service is free of cost(irrespective of if you choose to work with us or not)
Mutual Funds
We create plans customized based on your risk profile and long term goals. As you get closer to your goals, we’ll gradually modify your investment portfolio to lower your market risks.
Insurance
Protect your and your family’s well being. We work with all major health and life insurance providers. Need claim support. We’ve got you covered there too.
Fixed Deposits
A great place to park your emergency fund without eroding it’s value due to inflation. You can also choose to get periodical interest payments.
FAQs
- If you have a long-term goal and need a clear and simple to understand path to achieve it.
- If you're unsure of your long-term goals and need guidance.
- Or even if you simply want a review of your present investment portfolio
Piklwealth helps identify your major long term goals. We then associate a worth to this goal in today’s value. Depending on your time window, we inflation adjust this goal.
Post this we will get back with an investment plan that suits your risk profile that will help meet your goals.
Our goal planning service is free of cost.
If you choose to work with us, as a mutual fund distributor, we get compensated by the asset management company(AMC) where you invest your money. When you invest the AMC charges an “regular plan” expense ratio.
Typically ranges from 0.1% to 1.45% and capped at an upper limit of 2%. The specific charges will depend on the mutual fund plans we choose.
These fees are regulated by SEBI to safeguard investors.
- PiklWealth is a Mutual Fund Distributors (MFDs)
- ✅ MFDs help investors select mutual funds based on their goals and risk appetite.
- ✅ Do not charge a fee directly from clients.
- ✅ Registered with AMFI (Association of Mutual Funds in India).
- Registered Investment Advisors (RIAs)
- ✅ Offer fee-based financial advice tailored to the investor’s needs.
- ✅ Can recommend a broad range of investment products (beyond mutual funds).
- ✅ Registered with SEBI (Securities and Exchange Board of India).
- Stockbrokers & Investment Platforms
- ✅ Facilitate direct investments in stocks, ETFs, bonds, and derivatives.
- ✅ Registered with SEBI as Stockbrokers and operate through stock exchanges (NSE, BSE).
- Portfolio Management Services (PMS)
- ✅ Professionally managed investment portfolios for high-net-worth individuals (HNWIs).
- ✅ Invest in a mix of stocks, bonds, and other assets.
- ✅ Requires a minimum investment of ₹50 lakh as per SEBI regulations.
- Alternative Investment Funds (AIFs)
- ✅ Investment in private equity, venture capital, hedge funds, and structured products.
- ✅ Target sophisticated investors looking for diversification.
- ✅ Requires a minimum investment of ₹1 crore as per SEBI rules.
