91
43
Growth Score
29 pts
Heat Score
42 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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3327433
Wealthx Capital provides human-led financial planning, insurance distribution, and investment portfolio services across mutual funds.
About the Company
Wealthx Capital provides human-led financial planning and portfolio construction services for individual investors. The firm distributes mutual funds, insurance products, direct stocks, bonds, portfolio management services (PMS), and alternative investment funds (AIFs) through Allegiance Global IMF Private Limited as an AMFI-registered mutual fund
distributor. It follows a process of listening, informing, protecting, investing, and reviewing to align portfolios with client goals. Offerings include model portfolios for beginners, experienced investors, and retirees, along with integrated insurance planning.
