Frequently Asked Questions

Common Questions

Find answers to the most frequently asked questions about our services

TheWealthify is a brand under which STG Capital Private Limited offers all Financial Investment Distribution and Broking Services. We provide comprehensive financial solutions including Mutual Funds, Broking Services, Insurance Services, and Financial Planning.
You can open an account with TheWealthify by filling out the sign-up form on our website or by contacting us directly. The process is simple and requires basic KYC information. Our team will guide you through the process.
Mutual Funds are investment vehicles that pool money from multiple investors to purchase securities like stocks, bonds, and other assets. These funds are managed by professional fund managers who aim to produce capital gains or income for investors. Mutual funds offer diversification, professional management, and liquidity.
To invest in Mutual Funds through TheWealthify, you first need to complete the KYC process. Once your KYC is verified, you can choose from a wide range of Mutual Fund schemes based on your investment goals and risk appetite. You can invest through our website or mobile app, or by contacting our investment advisors for guidance.
TheWealthify offers comprehensive broking services including equity trading, derivatives trading, commodity trading, and currency trading. We provide access to both NSE and BSE markets, along with research reports, market insights, and personalized advisory services.
TheWealthify offers a range of insurance products including Life Insurance, Health Insurance, General Insurance, and Commercial Insurance. We work with leading insurance providers to offer you the best coverage options that suit your needs and budget.
TheWealthify offers various lending services including Personal Loans, Home Loans, Business Loans, and Loan Against Securities. Our lending services feature competitive interest rates, flexible repayment options, and quick processing.
Financial planning helps you achieve your life goals through proper management of your finances. It provides a roadmap for your financial future, helps you prepare for emergencies, reduces financial stress, and optimizes your investments to achieve your short-term and long-term goals.
You can partner with TheWealthify by filling out the partner registration form on our website or by contacting us directly. We offer various partnership models including distribution partnerships, referral partnerships, and business associate partnerships. Our team will guide you through the partnership process.
You can contact TheWealthify for support through various channels:
  • Phone: (+91) 9205917373
  • Email: contact@thewealthify.com
  • Visit our office: 505, 5th Floor, Indraprakash Building, 21 Barakhamba Road, New Delhi 110001
  • Contact form on our website
Our support team is available Monday to Friday (9:00 AM - 6:00 PM) and Saturday (10:00 AM - 2:30 PM).