Tired of confusing financial advice that only wastes your time?
Tired of confusing financial advice that only wastes your time?
You deserve clear, honest, quick data driven market & company insights — without the noise.
Get all in one place: Investment Research, Company Analysis, Mutual Fund Advisory, Insurance Advisor, WhatsApp/ Email Support, Personalized 1:1 Expert Call and more…
You deserve clear, honest, quick data driven market & company insights — without the noise.
Get all in one place: Investment Research, Company Analysis, Mutual Fund Advisory, Insurance Advisor, WhatsApp/ Email Support, Personalized 1:1 Expert Call and more…
What Our Members Say About Us
“I finally stopped second-guessing every investment decision.”
Hardika Ahuja
College Professor
“I used to avoid financial decisions out of fear — now I approach them with clarity and confidence.”
Gurpreet Singh
Entrepreneur
“I didn’t just get answers — I learned how to make the right money decisions myself.”
Aishwarya Bhatia
Brand Executive
“For the first time, I feel in control of both my insurance and investments.”
Kashish Kalra
Founder - The Social Spill
“No jargon, no pressure — just honest, actionable advice that actually fits my life.”
Jatin Bhatia
Film Maker
“What felt overwhelming for years was broken down into simple, doable steps — it changed everything.”
Tanya Chawla
Founder - The Social Avenue
What Our Members Say About Us
“I finally stopped second-guessing every investment decision.”
Hardika Ahuja
College Professor
“I used to avoid financial decisions out of fear — now I approach them with clarity and confidence.”
Gurpreet Singh
Entrepreneur
“I didn’t just get answers — I learned how to make the right money decisions myself.”
Aishwarya Bhatia
Brand Executive
“For the first time, I feel in control of both my insurance and investments.”
Kashish Kalra
Founder - The Social Spill
“No jargon, no pressure — just honest, actionable advice that actually fits my life.”
Jatin Bhatia
Film Maker
“What felt overwhelming for years was broken down into simple, doable steps — it changed everything.”
Tanya Chawla
Founder - The Social Avenue
What Our Members Say About Us
“I finally stopped second-guessing every investment decision.”
Hardika Ahuja
College Professor
“I used to avoid financial decisions out of fear — now I approach them with clarity and confidence.”
Gurpreet Singh
Entrepreneur
“I didn’t just get answers — I learned how to make the right money decisions myself.”
Aishwarya Bhatia
Brand Executive
“For the first time, I feel in control of both my insurance and investments.”
Kashish Kalra
Founder - The Social Spill
“No jargon, no pressure — just honest, actionable advice that actually fits my life.”
Jatin Bhatia
Film Maker
“What felt overwhelming for years was broken down into simple, doable steps — it changed everything.”
Tanya Chawla
Founder - The Social Avenue
Trusted by India’s Leading Mutual fund and Insurance Providers.
Trusted by India’s Leading Mutual fund and Insurance Providers.
Our Speciality
Our Speciality
Subscribe to our newsletter
Subscribe to our newsletter
Subscribe to our newsletter
Know The Experts
Know The Experts
Prateek Jaiswal
Founder, WEALTH WITH PRATEEK
Prateek brings 8+ years of experience in equity research and company analysis. A proud member of the American Academy of Financial Management India (AAFM). Throughout his career, he has built and grown multiple businesses across various industries from scratch. 95+ top media platforms have featured WealthWithPrateek, including: Zee Business, Business World, DailyHunt, ANI-70, and many others — From business features to startup showcases, top media platforms have recognised his contribution to the finance and wealth advisory ecosystem.
8+ years in Equity research
Entrepreneur
Featured in 95+ top media platforms
AAFM India Member
Followers
60K +
Experience
8+ Years
Prateek Jaiswal
Founder, WEALTH WITH PRATEEK
Prateek brings 8+ years of experience in equity research and company analysis. A proud member of the American Academy of Financial Management India (AAFM). Throughout his career, he has built and grown multiple businesses across various industries from scratch. 95+ top media platforms have featured WealthWithPrateek, including: Zee Business, Business World, DailyHunt, ANI-70, and many others — From business features to startup showcases, top media platforms have recognised his contribution to the finance and wealth advisory ecosystem.
8+ years in Equity research
Entrepreneur
Featured in 95+ top media platforms
AAFM India Member
Followers
60K +
Experience
8+ Years
Wealth Valley
In partnership with Wealth Valley — a SEBI-registered and fully licensed advisory firm trusted by 35,000+ Clients and managing over ₹300 Cr Net Worth. Wealth Valley has earned the trust of all major Asset Management Companies (AMCs) across India, a testament to its strong compliance record, research-driven approach, and transparent client servicing. When the most prominent names in the investment world rely on them, it’s a signal you can too. We bring this credibility and technical expertise directly to you, combining regulatory compliance with practical, data-backed insights for mutual funds, insurance, and overall portfolio decisions.
IRDAI and AMFI Registered Advisory Partner
₹300 Cr+ Net Worth Under Guidance
Trusted by 35,000+ Clients Nationwide
Trusted by all the Leading AMCs Across India
AUM
₹300 Cr+
Clients
35,000+
Prateek Jaiswal
Founder, WEALTH WITH PRATEEK
Followers
60K +
Experience
8+ Years
8+ years in Equity research
Entrepreneur
Featured in 95+ top media platforms
AAFM India Member
Prateek brings 8+ years of experience in equity research and company analysis. A proud member of the American Academy of Financial Management India (AAFM). Throughout his career, he has built and grown multiple businesses across various industries from scratch. 95+ top media platforms have featured WealthWithPrateek, including: Zee Business, Business World, DailyHunt, ANI-70, and many others — From business features to startup showcases, top media platforms have recognised his contribution to the finance and wealth advisory ecosystem.
Wealth Valley
AUM
300 Cr +
Clients
35,000+
IRDAI and AMFI Registered Advisory Partner
Trusted by 35,000+ Clients Nationwide
₹300 Cr+ Assets under management (AUM)
Trusted by all the Leading AMCs Across India
In partnership with Wealth Valley — a SEBI-registered and fully licensed advisory firm trusted by 35,000+ Clients and managing over ₹300 Cr Net Worth. Wealth Valley has earned the trust of all major Asset Management Companies (AMCs) across India, a testament to its strong compliance record, research-driven approach, and transparent client servicing. When the most prominent names in the investment world rely on them, it’s a signal you can too. We bring this credibility and technical expertise directly to you, combining regulatory compliance with practical, data-backed insights for mutual funds, insurance, and overall portfolio decisions.
What You Get
Three essential services. One simple plan.
Three essential services. One simple plan.
1. Investment Research & Company Analysis
Get clear, data-driven quick analysis that explains the ‘WHY’ behind market moves, helping you understand your investments better. No hype. No blind tips.
Logic behind every movement in Stock Market
Sector trends
Short and crisp yet In-depth Insights.
Financial breakdowns
Investment Clarity
2. Mutual Fund Advisory
Receive tailored recommendations based on your financial goals with advice that’s licensed, transparent, and free from hidden agendas.
Mutual Fund Insights
Goal-based Advisory
Risk-tailored Guidance
Portfolio Support
Tax-saving Options
Passive Investments
3. Insurance Advisory
Make informed decisions on health, term, motor insurances and more. We highlight real settlement ratios and unbiased quick analysis so you know exactly what you’re getting.
1:1 Discussion
Needs-based Coverage
Claim Insights
Feature Comparison
Spam-free Advisory
Essential Protection
Plus, you get:
Personalized 1:1 expert calls
Prompt WhatsApp (chat) and email support
Various weekly expert insights delivered directly to you
1. Investment Research & Company Analysis
Get clear, data-driven quick analysis that explains the ‘WHY’ behind market moves, helping you understand your investments better. No hype. No blind tips.
Logic behind every movement in Stock Market
Sector trends
Short and crisp yet In-depth Insights.
Financial breakdowns
Investment Clarity
2. Mutual Fund Advisory
Receive tailored recommendations based on your financial goals with advice that’s licensed, transparent, and free from hidden agendas.
Mutual Fund Insights
Goal-based Advisory
Risk-tailored Guidance
Portfolio Support
Tax-saving Options
Passive Investments
3. Insurance Advisory
Make informed decisions on health, term, motor insurances and more. We highlight real settlement ratios and unbiased quick analysis so you know exactly what you’re getting.
1:1 Discussion
Needs-based Coverage
Claim Insights
Feature Comparison
Spam-free Advisory
Essential Protection
Plus, you get:
Personalized 1:1 expert calls
Prompt WhatsApp (chat) and email support
Various weekly expert insights delivered directly to you
1. Investment Research & Company Analysis
Get clear, data-driven quick analysis that explains the ‘WHY’ behind market moves, helping you understand your investments better. No hype. No blind tips.
Logic behind every movement in Stock Market
Sector trends
Short and crisp yet In-depth Insights.
Financial breakdowns
Investment Clarity
2. Mutual Fund Advisory
Receive tailored recommendations based on your financial goals with advice that’s licensed, transparent, and free from hidden agendas.
Mutual Fund Insights
Goal-based Advisory
Risk-tailored Guidance
Portfolio Support
Tax-saving Options
Passive Investments
3. Insurance Advisory
Make informed decisions on health, term, motor insurances and more. We highlight real settlement ratios and unbiased quick analysis so you know exactly what you’re getting.
1:1 Discussion
Needs-based Coverage
Claim Insights
Feature Comparison
Spam-free Advisory
Essential Protection
Plus, you get:
Personalized 1:1 expert calls
Prompt WhatsApp (chat) and email support
Various weekly expert insights delivered directly to you
1. Investment Research & Company Analysis
Get clear, data-driven quick analysis that explains the ‘WHY’ behind market moves, helping you understand your investments better. No hype. No blind tips.
Logic behind every movement in Stock Market
Sector trends
Short and crisp yet In-depth Insights.
Financial breakdowns
Investment Clarity
2. Mutual Fund Advisory
Receive tailored recommendations based on your financial goals with advice that’s licensed, transparent, and free from hidden agendas.
Mutual Fund Insights
Goal-based Advisory
Risk-tailored Guidance
Portfolio Support
Tax-saving Options
Passive Investments
3. Insurance Advisory
Make informed decisions on health, term, motor insurances and more. We highlight real settlement ratios and unbiased quick analysis so you know exactly what you’re getting.
1:1 Discussion
Needs-based Coverage
Claim Insights
Feature Comparison
Spam-free Advisory
Essential Protection
Plus, you get:
Personalized 1:1 expert calls
Prompt WhatsApp (chat) and email support
Various weekly expert insights delivered directly to you
Why Trust Us
Simple, data-backed guidance that helps you invest smarter, stay in control, and grow your wealth with confidence.
+
Clients Served
+
Companies Partnered
Cr
+
AUM
+
Years of Research Expertise
Why Trust Us
Simple, data-backed guidance that helps you invest smarter, stay in control, and grow your wealth with confidence.
+
Clients Served
+
Companies Partnered
Cr
+
AUM
+
Years of Research Expertise
Why Trust Us
Simple, data-backed guidance that helps you invest smarter, stay in control, and grow your wealth with confidence.
+
Clients Served
+
Companies Partnered
Cr
+
AUM
+
Years of Research Expertise
What You Get
Three essential services, One simple plan.
1. Investment Research & Company Analysis
Unlock data-driven insights behind every market move to build lasting wealth through strategic, principled investing. Understand exactly why markets shift—empowering smart, calculated decisions that deliver real returns. No hype, no emotion—just intelligent analysis leading to consistent gains.
1. Investment Research & Company Analysis
Unlock data-driven insights behind every market move to build lasting wealth through strategic, principled investing. Understand exactly why markets shift—empowering smart, calculated decisions that deliver real returns. No hype, no emotion—just intelligent analysis leading to consistent gains.
Logic behind every movement in Stock Market
Sector trends
Short and crisp yet In-depth Insights.
Financial breakdowns
Investment Clarity
2. Mutual Fund Advisory
Receive tailored recommendations based on your financial goals with advice that’s licensed, transparent, and free from hidden agendas.
2. Mutual Fund Advisory
Receive tailored recommendations based on your financial goals with advice that’s licensed, transparent, and free from hidden agendas.
Mutual Fund Insights
Goal-based Advisory
Portfolio Support
Risk-tailored Guidance
Tax-saving Options
Passive Investments
3. Insurance Advisory
Make informed decisions on health, term, motor insurances and more. We highlight real settlement ratios and unbiased quick analysis so you know exactly what you’re getting.
3. Insurance Advisory
Make informed decisions on health, term, motor insurances and more. We highlight real settlement ratios and unbiased quick analysis so you know exactly what you’re getting.
1:1 Discussion
Needs-based Coverage
Claim Insights
Feature Comparison
Spam-free Advisory
Essential Protection
Plus, you get:
Plus, you get:
Personalized 1:1 expert calls
Prompt WhatsApp (chat) and email support
Various weekly expert insights delivered directly to you
Three Powerful Services. One Simple Plan.
You're here because you're done with confusing plans and hidden fees. Good news — we keep it simple.
Full access to all features, no add-ons, no upsells. Cancel anytime.
No upselling. No hidden charges.
Investment research & Stock Market Insights
Mutual Fund Advisory
Insurance Advisory
Multiple In-depth yet short and crisp updates
1:1 Personalized expert call
WhatsApp & Email Support
Three Powerful Services. One Simple Plan.
You're here because you're done with confusing plans and hidden fees. Good news — we keep it simple.
Full access to all features, no add-ons, no upsells. Cancel anytime.
No upselling. No hidden charges.
Investment research & Stock Market Insights
Mutual Fund Advisory
Insurance Advisory
Multiple In-depth yet short and crisp updates
1:1 Personalized expert call
WhatsApp & Email Support
Three Powerful Services. One Simple Plan.
You're here because you're done with confusing plans and hidden fees. Good news — we keep it simple.
Full access to all features, no add-ons, no upsells. Cancel anytime.
No upselling. No hidden charges.
Investment research & Stock Market Insights
Mutual Fund Advisory
Insurance Advisory
Multiple In-depth yet short and crisp updates
1:1 Personalized expert call
WhatsApp & Email Support
WEALTH WITH PRATEEK Featured In
WEALTH WITH PRATEEK Featured In
What Makes Us Different
Unlike social media ‘’influencers’’ or agents with vested interest, we value transparency. Consistency. Accessibility.
Features
Accurate in-depth investment insights
1:1 customized expert calls based on your goals
35,000+ clients served
Beginner-friendly, jargon-free
Transparency on claim & company analysis
Affordable flat pricing (₹999/month)
Regular email & Whatsapp support & follow-ups
WEALTH WITH PRATEEK
Yes
Yes
Yes
Yes
Yes
Yes (₹999/month)
Yes
Traditional Advisors / Agents / Influencers
No
No
No (Mostly limited to locals)
No
No (Rarely)
No (Around ₹5,000–₹15,000)
No (often during renewal or upsell only)
Recognized for Excellence
Our commitment to quality and innovation is reflected in multiple awards and recognitions, including:
Istanbul Strategy Meet Award
UTI Mutual Fund Award
Union Award
Principal Midcap Fund Award
Max Life Insurance Award
Principal Mutual Funds Award
Max Life Insurance Award
Recognized for Excellence
Our commitment to quality and innovation is reflected in multiple awards and recognitions, including:
Istanbul Strategy Meet Award
UTI Mutual Fund Award
Union Award
Principal Midcap Fund Award
Max Life Insurance Award
Principal Mutual Funds Award
Max Life Insurance Award
Recognized for Excellence
Our commitment to quality and innovation is reflected in multiple awards and recognitions, including:
Istanbul Strategy Meet Award
UTI Mutual Fund Award
Union Award
Principal Midcap Fund Award
Max Life Insurance Award
Principal Mutual Funds Award
Max Life Insurance Award
What Makes Us Different
Unlike social media ‘’influencers’’ or agents with vested interest, we value transparency. Consistency. Accessibility.
Features
Accurate in-depth investment insights
1:1 customized expert calls based on your goals
35,000+ clients served
Beginner-friendly, jargon-free
Transparency on claim & company analysis
Affordable flat pricing (₹999/month)
Regular email & Whatsapp support & follow-ups
WEALTH WITH PRATEEK
Yes
Yes
Yes
Yes
Yes
Yes (₹999/month)
Yes
Traditional Advisors / Agents / Influencers
No
No
No (Mostly limited to locals)
No
No (Rarely)
No (Around ₹5,000–₹15,000)
No (often during renewal or upsell only)
What Makes Us Different
Unlike social media ‘’influencers’’ or agents with vested interest, we value transparency. Consistency. Accessibility.
Features
Accurate in-depth investment insights
1:1 customized expert calls based on your goals
35,000+ clients served
Beginner-friendly, jargon-free
Transparency on claim & company analysis
Affordable flat pricing (₹999/month)
Regular email & Whatsapp support & follow-ups
WEALTH WITH PRATEEK
Yes
Yes
Yes
Yes
Yes
Yes (₹999/month)
Yes
Traditional Advisors / Agents / Influencers
No
No
No (Mostly limited to locals)
No
No (Rarely)
No (Around ₹5,000–₹15,000)
No (often during renewal or upsell only)
Contact Us
Get in Touch
Have a question or need more information about our services? Fill out the form, and our team will get back to you as soon as possible.
Contact Us
Get in Touch
Have a question or need more information about our services? Fill out the form, and our team will get back to you as soon as possible.
Contact Us
Get in Touch
Have a question or need more information about our services? Fill out the form, and our team will get back to you as soon as possible.
Frequently Asked Questions
Have questions for our plans? Find the answers here.
What makes WealthWithPrateek different from other advisory platforms?
What is included in the subscription?
How will the investment research help me?
Can I get a refund if I cancel my subscription?
How do I get support if I have questions?
Is my data safe? What’s your privacy policy?
What is your cancellation policy?
Frequently Asked Questions
Have questions for our plans? Find the answers here.
What makes WealthWithPrateek different from other advisory platforms?
What is included in the subscription?
How will the investment research help me?
Can I get a refund if I cancel my subscription?
How do I get support if I have questions?
Is my data safe? What’s your privacy policy?
What is your cancellation policy?
Frequently Asked Questions
Have questions for our plans? Find the answers here.