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
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
A Detailed Breakdown of What’s Included
A Detailed Breakdown of What’s Included
1. Investment Research & Company Analysis
1. Investment Research & Company Analysis
Know what’s really happening in the market — and how to use it to grow long-term wealth.
We don’t believe in flashy tips or hot stock picks.
We believe in clarity, consistency, and compounding knowledge.
With this service, you’ll get:
Know what’s really happening in the market — and how to use it to grow long-term wealth.
We don’t believe in flashy tips or hot stock picks.
We believe in clarity, consistency, and compounding knowledge.
With this service, you’ll get:
Multiple updates every week, delivered directly to you.
Multiple updates every week, delivered directly to you.
Concise yet in-depth breakdowns of financial reports, company moves, and sector trends
Concise yet in-depth breakdowns of financial reports, company moves, and sector trends
Clear explanations of why the markets behave the way they do — including sentiment shifts, earnings reactions, and broader economic signals
Clear explanations of why the markets behave the way they do — including sentiment shifts, earnings reactions, and broader economic signals
By following these updates regularly, you’ll start understanding how businesses evolve, how money flows through the stock market — and how smart investors build generational wealth over time.
Because real growth doesn’t come from random tips. It comes from knowing exactly what you're investing in — and why.
You get smarter every week. That’s our promise.
By following these updates regularly, you’ll start understanding how businesses evolve, how money flows through the stock market — and how smart investors build generational wealth over time.
Because real growth doesn’t come from random tips. It comes from knowing exactly what you're investing in — and why.
You get smarter every week. That’s our promise.
2. Mutual Fund Advisory
2. Mutual Fund Advisory
No more confusion. Just the right direction for your goals.
No more confusion. Just the right direction for your goals.
We provide end-to-end support with our advisory partner Wealth Valley to help you invest wisely in mutual funds. We provide insights on:
We provide end-to-end support with our advisory partner Wealth Valley to help you invest wisely in mutual funds. We provide insights on:
Equity Funds – for long-term capital growth
Equity Funds – for long-term capital growth
Debt Funds – for low-risk, steady returns
Debt Funds – for low-risk, steady returns
Hybrid Funds – for balanced risk-reward allocation
Hybrid Funds – for balanced risk-reward allocation
ELSS (Tax-Saving Funds) – for dual benefits: growth + tax exemption
ELSS (Tax-Saving Funds) – for dual benefits: growth + tax exemption
Index Funds & ETFs – for low-cost, passive investment options
Index Funds & ETFs – for low-cost, passive investment options
You’ll receive:
You’ll receive:
Short, tailored multiple weekly insights based on your risk appetite, age, and financial goals.
Short, tailored multiple weekly insights based on your risk appetite, age, and financial goals.
Clarity on terms like expense ratios, lock-in periods, etc.
Clarity on terms like expense ratios, lock-in periods, etc.
Personal insights as per portfolio and exit guidance.
Personal insights as per portfolio and exit guidance.
All guidance is confidential, and transparent.
All guidance is confidential, and transparent.
3. Insurance Advisory
3. Insurance Advisory
Insurance isn’t a product. It’s a safety net.
We help you figure out what you need, not what someone’s trying to sell.
Our 1:1 advisory covers:
Insurance isn’t a product. It’s a safety net.
We help you figure out what you need, not what someone’s trying to sell.
Our 1:1 advisory covers:
Life Insurance – Build long-term financial security for your loved ones and meet future goals with confidence.
Life Insurance – Build long-term financial security for your loved ones and meet future goals with confidence.
Term Insurance – Pure protection to secure your family’s future.
Term Insurance – Pure protection to secure your family’s future.
Health Insurance – Individual and Family Floater Plans with the Right Features.
Health Insurance – Individual and Family Floater Plans with the Right Features.
Critical Illness Insurance – Extra shield against rising lifestyle diseases
Critical Illness Insurance – Extra shield against rising lifestyle diseases
Vehicle Insurance – For protection, compliance, and peace of mind
Vehicle Insurance – For protection, compliance, and peace of mind
Personal Accident Insurance – Often overlooked, but essential
Personal Accident Insurance – Often overlooked, but essential
Travel Insurance – So you're protected even when you're far from home
Travel Insurance – So you're protected even when you're far from home
We guide you through it all with:
We guide you through it all with:
Real data like claim settlement ratios
Real data like claim settlement ratios
Side-by-side feature comparisons
Side-by-side feature comparisons
Zero pressure. No commissions. No spam calls. Ever.
Zero pressure. No commissions. No spam calls. Ever.
Plus, you get
Plus, you get
And still that’s not all — here’s what you get additionally:
And still that’s not all — here’s what you get additionally:
Multiple weekly updates that simplify complex insurance topics and keep you aware of policy changes, claims trends, and smart practices — in language you’ll actually understand.
Multiple weekly updates that simplify complex insurance topics and keep you aware of policy changes, claims trends, and smart practices — in language you’ll actually understand.
WhatsApp & Email support whenever you need clarity
WhatsApp & Email support whenever you need clarity
1:1 Personalized Expert Calls to help you choose the plan that truly fits your life and family
1:1 Personalized Expert Calls to help you choose the plan that truly fits your life and family
Our Speciality
Our Speciality
Curated Investment Steps
Curated Investment Steps
We don’t believe in one-size-fits-all investing. Every individual’s financial journey is unique — and that’s why we offer short yet curated investment insights tailored to your goals, risk appetite, and time horizon.
Whether you’re aiming for wealth creation, retirement planning, or short-term gains, we guide you with clarity at each stage. No confusing lingo. No generic advice. Just structured steps that simplify decision-making and help you invest the right way from day one.
We don’t believe in one-size-fits-all investing. Every individual’s financial journey is unique — and that’s why we offer short yet curated investment insights tailored to your goals, risk appetite, and time horizon.
Whether you’re aiming for wealth creation, retirement planning, or short-term gains, we guide you with clarity at each stage. No confusing lingo. No generic advice. Just structured steps that simplify decision-making and help you invest the right way from day one.
Valuable and Clear Insights
Valuable and Clear Insights
Tired of overwhelming jargon and random tips? We deliver valuable, clear, and actionable insights that help you understand exactly what’s happening in the market — and what it means for your money. Whether it’s a stock update, company analysis, or a global market shift, you’ll know the 'WHY' behind the movement. We make complex data simple, so you can take informed decisions with confidence, not confusion. Knowledge becomes your edge — one update at a time.
Tired of overwhelming jargon and random tips? We deliver valuable, clear, and actionable insights that help you understand exactly what’s happening in the market — and what it means for your money. Whether it’s a stock update, company analysis, or a global market shift, you’ll know the 'WHY' behind the movement. We make complex data simple, so you can take informed decisions with confidence, not confusion. Knowledge becomes your edge — one update at a time.
Data-Driven Market Strategies
Data-Driven Market Strategies
Behind every great portfolio is a strategy rooted in real data — not emotions or flashy headlines. At WealthWithPrateek, we continuously analyze stock movements, economic indicators, and company fundamentals to offer data-driven strategies you can trust. You won’t be chasing trends. Instead, you’ll be equipped with reliable, research-backed insights every week to help you stay ahead. It’s not just about buying or selling. It’s about understanding what drives the market and using that to build long-term value.
Behind every great portfolio is a strategy rooted in real data — not emotions or flashy headlines. At WealthWithPrateek, we continuously analyze stock movements, economic indicators, and company fundamentals to offer data-driven strategies you can trust. You won’t be chasing trends. Instead, you’ll be equipped with reliable, research-backed insights every week to help you stay ahead. It’s not just about buying or selling. It’s about understanding what drives the market and using that to build long-term value.
Simplified for First-Time Investors
Simplified for First-Time Investors
If you're new to investing, this is built for you. We remove the fear and confusion that usually comes with financial decisions. With jargon-free explanations, beginner-friendly resources, and real examples, you’ll never feel lost. You’ll learn how to invest the right way — without relying on random influencers or tip groups. We simplify every step so you build confidence, avoid beginner mistakes, and take control of your financial future from the start.
If you're new to investing, this is built for you. We remove the fear and confusion that usually comes with financial decisions. With jargon-free explanations, beginner-friendly resources, and real examples, you’ll never feel lost. You’ll learn how to invest the right way — without relying on random influencers or tip groups. We simplify every step so you build confidence, avoid beginner mistakes, and take control of your financial future from the start.
98%
98%
Users trust us throughout their lives.
Users trust us throughout their lives.
Building trust in finance isn’t easy. But we’ve earned it. We’ve helped over 35,000 clients and counting. Why do our clients stay? Because we’re consistent, honest, and always on your side. Our updates don’t just inform — they build conviction. Our plans don’t just advise — they grow wealth. This isn’t a quick-fix platform. It’s a long-term partnership in your financial journey.
Building trust in finance isn’t easy. But we’ve earned it. We’ve helped over 35,000 clients and counting. Why do our clients stay? Because we’re consistent, honest, and always on your side. Our updates don’t just inform — they build conviction. Our plans don’t just advise — they grow wealth. This isn’t a quick-fix platform. It’s a long-term partnership in your financial journey.
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
15+ Years
15+ years in Equity research
Entrepreneur
Featured in 95+ top media platforms
AAFM India Member
Prateek brings 15+ years of experience in equity research and company analysis. A proud member of American Academy of Financial Management India (AAFM).
Throughout his career, he had built and grown multiple businesses across various industries from scratch.
WealthWithPrateek has been featured in 95+ top media platforms, including:
Zee Business, DailyHunt, Business World, ANI-70, and 90+ others — From business features to startup showcases, top media platforms have recognized his contribution to the finance and wealth advisory ecosystem.
Wealth Valley
AUM
300 Cr +
Clients
35,000+
15+ years in Equity research
Unbiased Insights
Featured in 95+ top media platforms
AAFM India Member
In partnership with Wealth Valley, a fully licensed advisory firm with a ₹300 Cr+ valuation and 35,000+ clients. We bring together technical expertise and regulatory compliance under one roof. To ensure you get unbiased, we provide data-backed quick insights for your investments, mutual funds, and insurance decisions.
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 (₹499/month)
Regular email & Whatsapp support & follow-ups
WEALTH WITH PRATEEK
Yes
Yes
Yes
Yes
Yes
Yes (₹499/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.
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?
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)
Flexible Plans for Every Investor.
Because free advice is often the most expensive mistake.
Flexible Plans for Every Investor.
Because free advice is often the most expensive mistake.
Flexible Plans for Every Investor.
Because free advice is often the most expensive mistake.
