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Curated Investment Insights
Smart. Simple. Secure. Investing made effortless.
No Clutter, Just Clarity
No Time? No Worries.
Our experts do the heavy lifting and guide you every week.
Beginner-Friendly Guidance
Easy-to-understand breakdowns with zero jargon.
92%
users
Trust us beyond 6 months
₹5Cr+ worth of portfolios guided. 98% users stay with us beyond 6 months.
What We Offer
We combine financial expertise, analytical precision, and personalized planning to help you make smarter investment decisions with confidence.
Mutual Funds & Life Insurance
Plan your future with curated mutual fund strategies and trusted insurance support.
Research Analysis
Stay ahead with concise, expert-led market research and insights.
Stock Analysis
Make smarter moves with real-time, data-driven stock evaluations.
Meet Our Experts
Get to know the minds behind the insights — trusted names in finance, research, and wealth creation.
Prateek – FinTech Influencer & Founder
Prateek is a prominent voice in the FinTech space with 60k+ Instagram followers. As the founder of Wealth with Prateek, he shares practical money insights, investment tips, and has helped thousands build better financial habits online.
60K+ Followers
FinTech Educator
Achievements
Achievements
Achievements
Achievements
Achievements
Achievements
Research Analyst – Mr. Loveleen Goyal
Mr. Loveleen Goyal brings 10+ years of experience in simplifying complex financial concepts for everyday investors. As a SEBI-certified analyst, he’s helped 100+ clients make informed stock market decisions through consistent, research-driven insights.
10+ Years Experience
SEBI Certified
Equity Research
100+ Clients
Financial Literacy
70-80% Accuracy
Stock Market Expert
Retail Investing
Wealth Valley – Mutual Fund Services
Wealth Valley is an AMFI-registered mutual fund advisory with 35,000+ satisfied clients. Founded in 2017, our goal is simple: maximize wealth through personalized planning, investment strategies, and expert financial services.
AUM ₹250 Cr+
Established 2017
35000+ Clients
425% YOY Growth
No.1 IMF (U.P.)
Tax Advisory
Insurance + Mutual Fund
Custom Portfolios