A personal wealth operating system

A more thoughtful way to build wealth.

Personalised wealth planning designed around your goals, risk profile and long-term journey.

Upload your CAS securely and get portfolio insights in seconds.

AMFI-registered MFD · ARN-361933 256-bit TLS · ISO 27001 certified No fee from you · AMC pays standard commission
Illustrative
Sample portfolio value
₹ 48,72,540
+ ₹ 4,82,310 · 11.0% this year
XIRR
14.8%
Active SIPs
7
Goal health
82
Trusted across Delhi NCR

24,000+ investors are building wealth with us

₹8,200 Cr+
Assets under management
24,000+
Investors served
4.9/5
Google Reviews (320+)
12 yrs
In wealth management
Begin anywhere

Six places to start your journey.

No account required. Explore, assess and discover what fits your life. Your wealth partner steps in only when you are ready.

Curated by Star Wealth

Portfolios built with conviction.

Each basket is researched, rebalanced and reviewed by our in-house research team. Invest with clarity, not noise.

Returns shown are past performance and do not guarantee future results. Mutual fund investments are subject to market risk; please read all scheme-related documents carefully.

High growth

Long-Term Wealth

For 10+ year horizons

+18.4%
3Y past CAGR
Min SIP
₹ 2,500
Funds
8
Risk
High

Past performance not indicative of future returns. Subject to market risk.

Balanced

Balanced Growth

For 5–7 year goals

+13.2%
3Y past CAGR
Min SIP
₹ 2,000
Funds
6
Risk
Moderate

Past performance not indicative of future returns. Subject to market risk.

Income

Conservative Income

For capital preservation

+8.6%
3Y past CAGR
Min SIP
₹ 1,000
Funds
5
Risk
Low

Past performance not indicative of future returns. Subject to market risk.

Goal planning

Every rupee with a purpose.

Use our calculators to translate your goals into clear numbers, adjusted for inflation and time horizon. Illustrations only; not investment advice.

  • Inflation-adjusted projections
    See tomorrow's price tag in today's terms.
  • Scenario calculators
    Illustrative outcomes across market assumptions, for education rather than advice.
  • Periodic reviews with your partner
    A Star Wealth partner walks you through progress on your schedule.
Plan your first goal
Illustrative example
Retirement

Comfortable retirement at 58

23 years remaining · ₹ 75,000/mo lifestyle
₹ 28.4 L invested Target ₹ 3.9 Cr
Child education

Ananya's higher studies

12 years · MBA in the US
₹ 14.2 L invested Target ₹ 1.6 Cr
House purchase

Dream home in Pune

5 years · 3 BHK · ₹ 1.8 Cr
₹ 6.1 L invested Target ₹ 1.8 Cr
RB
Rajiva Bhatnagar
MFD · CFP · 12 years · Gurugram

"We don't push products. We listen, plan and partner with you. For decades, not transactions."

340+
Families served
₹ 920 Cr
AUM distributed
4.9
Avg rating
A partner, not an algorithm

Wealth is personal.
Your wealth partner should be too.

Behind every basket, every calculator and every transaction is a real human you can call by name. We combine intelligent technology with experienced wealth partners who know your story.

Chat anytime
Direct line on WhatsApp & email
Video reviews
Quarterly portfolio walkthroughs
Tax-efficient selection
ELSS, ELSS step-ups, capital-gains aware switches
Long-horizon planning
SIPs and goals across multiple life stages
What investors say

Built on relationships, not transactions.

Individual experiences. Outcomes vary based on personal circumstances, time horizon and market conditions.

"I uploaded my CAS expecting a sales pitch. I got a 14-page report explaining exactly what I was getting wrong. That kind of honesty is rare."
PM
Priya Mehta
Senior Product Manager, Gurugram
"The goal planner showed me I was 6 years behind on retirement. Rajiva and I rebuilt my SIPs in a single afternoon. Slept better that night."
AK
Arjun Khanna
Cardiologist, New Delhi
"Everything in one place: mutual funds, FDs, ELSS, and a partner who picks up the phone. The clarity is what got me to start."
VS
Vikram Sethi
Founder, Noida
Our story

A decade of helping families
turn savings into wealth.

Star Wealth began in 2014 with a simple conviction: ordinary investors deserve the same clarity, discipline and access that the wealthy take for granted. We started with a single ARN and a handful of families in Gurugram. Today we look after the long-term goals of hundreds of households across Delhi NCR.

We are an AMFI-registered Mutual Fund Distributor, not a product factory. Our job is to listen first, plan around your real life, and stay in the room long after the paperwork is done. Markets move, life changes — a good partner helps you hold your nerve and your plan.

2014
Founded in Gurugram
340+
Families served
₹ 920 Cr
AUM distributed
11 yrs
Average client tenure 7+
What we stand for
Suitability before sales
We help you choose schemes that fit your goals and risk — not the ones that pay us most.
Total transparency
Clear disclosures, jargon-free reviews and no surprises.
Built for the long run
We plan in decades and stay your partner through every market cycle.

"We measure ourselves by one thing: whether a family is closer to their goals than they were last year."

RB
Rajiva Bhatnagar
Founder & Principal · MFD, CFP
Recognition

Trusted by families, recognised by the industry.

A few moments we are proud of. We work for outcomes, not trophies — but it is nice to be noticed.

2025

Top MFD — North Region

AMFI Distributor Excellence, by net SIP inflows.

2024

Best Client Retention

Recognised for 96% annual client retention.

2023

SIP Champion of the Year

By a leading AMC, for systematic-investing growth.

2022

Rising Distributor

Karnataka chapter, early-growth recognition.

As featured & partnered with
AMFI BSE StAR MF Cafemutual Money Control Mint ET Wealth
Star Wealth on mobile

Your whole portfolio,
in your pocket.

Track every fund, start or pause SIPs, review goal progress and chat with your wealth partner — all from one secure app. Built for India, with UPI autopay and instant statements.

Biometric login
UPI autopay
Smart alerts
4.8 average · 12,000+ ratings
Good evening
Anjali
Total portfolio
₹ 18,42,650
+14.2% all time
Funds
Goals
Chat
Retirement 68%
Child education 41%
Start in 2 minutes

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begins with a single, honest question.

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