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Our site uses cookies to collect data so that we can ensure that we provide you with the best user experience when you visit our site. For more information about how we collect and use your data, please see our Privacy Notice. By continuing to browse this website, you accept the use of cookies for the above purposes.

BUILT ON 

TRUST & TRANSPARENCY

Mutual Fund Advisor

We leverage SSL-128 bit encryption algorithm to secure all our information, which is the same data security protocol used by large banks and financial institutions.

Due to strict enforcement of data security processes, no one can access your account information, except account owner (yourself) and the assigned, dedicated Wealth Manager.

Please see our terms and conditions and privacy policy that discusses data security in detail.

PRODUCTS

DIY Mutual Funds

If you are an investor who do not require hand holding in mutual funds investments this is for you.
Seamless On-boarding
Paperless transactions
SIP and lump sum investment options
Portfolio Dashboard
Buy, Redeem, Transact online

Wealth Plan

This service is suitable for investors who need a comprehensive goal-based planning.
Dedicated Wealth Manager
Insurance Scan
Goal Based Tailored Investing
Comprehensive Financial Plan
Real-time Goal Tracker

Wealth Plan Platinum

Premium offering for those who want to explore beyond mutual funds and need a dedicated wealth manager.
Quarterly Portfolio Review
Real Estate Investment Advisory
Wider Product Coverage
Comprehensive Insurance Analysis
Unlimited Interaction with Wealth Manager
Investment Advisor India | Online Financial Planner -  venkatesh

VENKATESH T.K, Founder

On Zreya Approach

 

We understand every client’s needs are unique and we leverage technology with human touch to plan your finance. For us technology is an enabler to provide world class services to our clients. Our platform provides you tools to do comprehensive financial planning and not just investment management. We provide every client need based researched backed solutions.    

The right place to put in your money is in the right perspective. We guide our clients to be proactive and to focus on achieving financial goals. As a client you have complete control on your cash flows alone and nothing else. Markets will be unpredictable, insulate yourself from unwanted noise. Our platform offers you tools to focus on your financial goals.

As Financial Planner, We assist clients in wealth management program from accumulation phase, to preservation phase to distribution phase starting from creating financial plan, managing portfolio and transfer of assets through estate planning services.

TESTIMONIALS

John K. Thomas

Sr. Business Finance Manager, M H Alshaya Co, Kuwait
Very pleased with the work Zreya Financial Planner has done so far, and looking forward to engaging them in future also. Good luck!

Naresh

Associate, Sprinklr
I am fully satisfied by Zreya "Best planner". I can take breath my portfolio is in the right hand. Abhijeet and his team are very professional and through in their planning, presentation, implementation and continuation of advice relating to individual recommendations.

Ravi Ramasamy

Head (Maintenance), Valeo Friction Materials India Pvt Ltd
Very reliable, and comfortable with Zreya, Recommend them!

Dr. Saneej Kanhirat

Consultant Radiologist
I realized the danger of self-financial planning only after I met Mr. Venkatesh of Zreya Wealth. When I received my financial planning statement I came to know all my wrong decisions. The lessons I learned by a simple fee of 5,000/- was worth lakhs of savings.

Raman Singh

I'm Raman Kumar. I was new and very little aware of Mutual fund investments when i started a year back. I was afraid of losing my money by doing something wrong. But luckily i came to know about Zreya Wealth through Abhijeet. He explained to me everything in detail about how the system works and made me confident on investing. For past one year they have been taking off the investment and it's been profitable all along. Thanks to Zreya Wealth.

Alex Mathew

Programmer Analyst, Accenture
Best planner i have ever worked with!

Sreekumar Vallaipoil

Business Analyst, Wipro
It has been a wonderful experience working with Zreya. My perception about investments and insurance changed after working with you. Wish you all success and keep guiding common man in making the right financial decisions.

Karunakar Reddy

Sr. Associate, Dneg Feature Dept. London
I am glad to have you guys as my wealth managers. Very very friendly and helpful team (especially Mr. Abhijeet). I am really happy with all the investment and plans suggested. Excellent work. Keep it up 👍.
Invest In Mutual Funds Online and Open Free Account in India