News & Events

TheWealthify in News

Stay updated with the latest news coverage and media mentions about TheWealthify.

15

June 2023

By Admin Media Coverage

TheWealthify Recognized as One of the Fastest Growing Financial Advisory Firms

TheWealthify has been recognized as one of the fastest growing financial advisory firms in India by Financial Express, highlighting our commitment to client service and innovative financial solutions.

23

April 2023

By Admin Press Release

TheWealthify Launches Innovative Digital Platform for Financial Planning

TheWealthify has launched a state-of-the-art digital platform that makes financial planning more accessible to individuals across different income brackets, revolutionizing how people manage their finances.

10

March 2023

By Admin Interview

CEO of TheWealthify Shares Insights on Emerging Investment Trends

In an exclusive interview with Economic Times, the CEO of TheWealthify shared valuable insights on emerging investment trends in the post-pandemic era and how investors can adapt their strategies.

02

Feb 2023

By Admin Award

TheWealthify Wins Best Financial Advisory Award

TheWealthify has been honored with the "Best Financial Advisory Firm" award at the Annual Financial Services Excellence Awards 2023, recognizing our commitment to client service excellence.

18

Jan 2023

By Admin Partnership

TheWealthify Announces Strategic Partnership with Leading Asset Management Company

TheWealthify has entered into a strategic partnership with a leading asset management company to offer exclusive investment products to our clients, enhancing our service offerings.

05

Dec 2022

By Admin Expansion

TheWealthify Expands Operations to Five New Cities

As part of our growth strategy, TheWealthify is proud to announce the expansion of our operations to five new cities across India, making our services accessible to more clients nationwide.

Upcoming Events

Join us at these upcoming events to enhance your financial knowledge and network with industry experts.

25 July 2023

Investment Strategies for Volatile Markets

10:00 AM - 12:00 PM TheWealthify Office, New Delhi

Join our expert panel as they discuss effective investment strategies for navigating volatile market conditions. Learn how to protect your portfolio while capitalizing on market opportunities.

10 Aug 2023

Tax Planning Webinar: Maximize Your Savings

3:00 PM - 4:30 PM Online Webinar

Learn effective tax planning strategies to maximize your savings and minimize your tax liability. Our tax experts will provide insights on various tax-saving instruments and their benefits.

18 Sep 2023

Retirement Planning Workshop

11:00 AM - 1:00 PM Taj Hotel, Mumbai

Plan for a secure and comfortable retirement with our comprehensive workshop. Learn how to calculate your retirement corpus, create a sustainable withdrawal strategy, and maximize your retirement income.

05 Oct 2023

Financial Planning for Women

2:00 PM - 4:00 PM ITC Gardenia, Bangalore

This exclusive workshop is designed to address the unique financial challenges faced by women and provide tailored strategies for financial independence, investment, and wealth creation.

Past Events Gallery

Take a look at some of our successful past events that have helped our clients in their financial journey.

Annual Investor Conference 2022

December 15, 2022 | Mumbai

Financial Literacy Workshop

October 8, 2022 | New Delhi

Budget Impact Analysis Seminar

February 20, 2022 | Bangalore

Wealth Creation Strategies Webinar

November 5, 2021 | Online