Our process

The W.I.S.E.E. framework

Every Wealteq client goes through the same structured journey. From the first conversation to every question you want answered.

W

Welcome — understand your world

We start with a conversation about your goals, income, existing savings, and comfort with risk. No jargon, no forms to begin with — just an honest discussion.

Session 1

I

Identify — your goals and risk comfort

We ask about your investment goals, time horizon, and how much risk you’re comfortable with, so we can point you toward mutual fund categories that broadly suit your situation.

Session 1–2

S

Select — a shortlist to consider

We present schemes offered by SEBI-registered mutual funds that fit the category you’re looking at, using the C.L.E.A.R. criteria. Every option is explained in plain language. The decision to implement is always yours.

Session 2

E

Execute — we assist with the paperwork

KYC, application forms, and platform onboarding — we help you complete the process correctly, so you don’t have to navigate it alone.

Session 2–3

E

Extend support — we remain available

We remain available if you have questions about your statements, need help with a redemption, switch, or additional investment, or want to revisit your goals. We do not proactively manage or rebalance your portfolio.

Ongoing, On request