Smart Wealth Plan

Get verified market intelligence & free personal financial advisories — all in one place.

No upsells. Cancel anytime.

Yearly Access

₹999/year

STOCK INTELLIGENCE

AI-Verified Market Moves

Early Trend Detection

Actionable Company Insights

Weekly Strategic Briefs

Plus, You Get These Free!

Loan Advisory

Mutual Fund Advisory

Insurance Advisory

Smart Wealth Plan

Get verified market intelligence & free personal financial advisories — all in one place.

No upsells. Cancel anytime.

Yearly Access

₹999/year

STOCK INTELLIGENCE

AI-Verified Market Moves

Early Trend Detection

Actionable Company Insights

Weekly Strategic Briefs

Plus, You Get These Free!

Loan Advisory

Mutual Fund Advisory

Insurance Advisory

Smart Wealth Plan

Get verified market intelligence & free personal financial advisories — all in one place.

No upsells. Cancel anytime.

Yearly Access

₹999/year

STOCK INTELLIGENCE

AI-Verified Market Moves

Early Trend Detection

Actionable Company Insights

Weekly Strategic Briefs

Plus, You Get These Free!

Loan Advisory

Mutual Fund Advisory

Insurance Advisory

• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.

What Our Members Say About Us

What Our Members Say About Us

What Our Members Say About Us

A Detailed Breakdown of What’s Included

A Detailed Breakdown of What’s Included

AI Scale
AI Scale

Investment Research & Stock Market Insights

Investment Research & Stock Market Insights

₹999/year — Complete Access. No Hidden Charges.

₹999/year — Complete Access. No Hidden Charges.

✓ Make confident, data-backed investment decisions
✓ Detect market risks before they impact your portfolio
✓ Build wealth strategically, not emotionally
✓ Save hours with verified AI + expert analysis delivered weekly
✓ Identify high-quality stocks with strong fundamentals

✓ Make confident, data-backed investment decisions
✓ Detect market risks before they impact your portfolio
✓ Build wealth strategically, not emotionally
✓ Save hours with verified AI + expert analysis delivered weekly
✓ Identify high-quality stocks with strong fundamentals

Expert-Verified Insights

AI + Human Expertise. Zero Guesswork.

Every AI-generated report is reviewed by equity research professionals to remove noise and false positives. You get accuracy, context, and real-world relevance — not raw automation.

Market Movement Logic

Understand the “Why,” Not Just the “What.”

We decode the reasons behind market shifts — from earnings to policies — so you know what’s really driving change and how to act with clarity and confidence.

Sector Trend Analysis

Spot Opportunities Before the Crowd.

We track emerging growth sectors, defensive plays, and overheated zones to help you position early — capturing momentum, not chasing it.

Company Deep-Dive Reports

Clarity Beyond the Numbers.

Our concise yet comprehensive company analyses reveal profitability, management quality, and valuation insights — giving you decision-ready data, not jargon.

Financial Statement Decoder

Turn Complex Reports into Clear Insights.

We break down balance sheets and cash flows into plain-language takeaways, helping you identify strengths, red flags, and long-term potential instantly.

Weekly Investment Intelligence

Stay Informed, Not Overwhelmed.

Receive distilled weekly insights that filter out noise, track key shifts, and highlight real opportunities — saving you hours of analysis and guesswork.

Expert-Verified Insights

AI + Human Expertise. Zero Guesswork.

Every AI-generated report is reviewed by equity research professionals to remove noise and false positives. You get accuracy, context, and real-world relevance — not raw automation.

Market Movement Logic

Understand the “Why,” Not Just the “What.”

We decode the reasons behind market shifts — from earnings to policies — so you know what’s really driving change and how to act with clarity and confidence.

Sector Trend Analysis

Spot Opportunities Before the Crowd.

We track emerging growth sectors, defensive plays, and overheated zones to help you position early — capturing momentum, not chasing it.

Company Deep-Dive Reports

Clarity Beyond the Numbers.

Our concise yet comprehensive company analyses reveal profitability, management quality, and valuation insights — giving you decision-ready data, not jargon.

Financial Statement Decoder

Turn Complex Reports into Clear Insights.

We break down balance sheets and cash flows into plain-language takeaways, helping you identify strengths, red flags, and long-term potential instantly.

Weekly Investment Intelligence

Stay Informed, Not Overwhelmed.

Receive distilled weekly insights that filter out noise, track key shifts, and highlight real opportunities — saving you hours of analysis and guesswork.

Expert-Verified Insights

AI + Human Expertise. Zero Guesswork.

Every AI-generated report is reviewed by equity research professionals to remove noise and false positives. You get accuracy, context, and real-world relevance — not raw automation.

Market Movement Logic

Understand the “Why,” Not Just the “What.”

We decode the reasons behind market shifts — from earnings to policies — so you know what’s really driving change and how to act with clarity and confidence.

Sector Trend Analysis

Spot Opportunities Before the Crowd.

We track emerging growth sectors, defensive plays, and overheated zones to help you position early — capturing momentum, not chasing it.

Company Deep-Dive Reports

Clarity Beyond the Numbers.

Our concise yet comprehensive company analyses reveal profitability, management quality, and valuation insights — giving you decision-ready data, not jargon.

Financial Statement Decoder

Turn Complex Reports into Clear Insights.

We break down balance sheets and cash flows into plain-language takeaways, helping you identify strengths, red flags, and long-term potential instantly.

Weekly Investment Intelligence

Stay Informed, Not Overwhelmed.

Receive distilled weekly insights that filter out noise, track key shifts, and highlight real opportunities — saving you hours of analysis and guesswork.

3 Additional services at 0 cost

1. Mutual Fund Advisory

Build wealth with expert-backed, goal-driven investing. Partnering with Wealth Valley (SEBI, IRDAI & AMFI registered, ₹300Cr+ AUM), we provide transparent, personalised fund recommendations — not sales pitches.

Goal-Based Fund Planning

Invest with purpose — tailored mutual fund recommendations for your life goals like retirement, education, or wealth creation.

Risk-Tailored Portfolios

Portfolios built around your comfort with volatility — from stable conservative plans to high-growth strategies.

Active & Passive Strategies

Access both expert-managed funds and low-cost index options — we guide you on which works best for your goals.

Tax-Efficient Investments

Save smarter with ELSS and tax-optimised mutual fund structures designed to maximise Section 80C benefits.

Ongoing Monitoring

Regular portfolio reviews and rebalancing keep your investments aligned with evolving goals and markets.

SIP Planning & Automation

Automated, disciplined investing through SIPs — helping you build wealth consistently, without timing the market.

How This Helps You

Build wealth strategically with diversification and tax efficiency. Get expert, unbiased guidance aligned with your goals.

Who This Serves

New and existing investors seeking clarity and control. Professionals and families planning long-term wealth goals.

2. Insurance Advisory

Through our IRDAI-registered partner Wealth Valley, we offer genuine, needs-based insurance guidance — no commissions, no sales pressure. Every plan is designed to safeguard your family’s financial future with clarity, transparency, and trust.

Personalised Coverage Planning

Get tailored health, term life, or motor insurance suited to your lifestyle and real needs.

Transparent Policy Comparisons

Understand features, exclusions, and settlement ratios — before you buy.

Verified Claim Support

Guidance through claims, documentation, and insurer follow-ups for smooth settlements.

Zero-Bias Advisory

100% needs-based recommendations with no sales targets or hidden motives.

How This Helps You

Secure the right protection without overpaying. Gain confidence with verified, unbiased guidance.

Who This Serves

Families ensuring long-term security. Individuals tired of sales-driven policy pitches.

3. Loan Advisory

hrough our partner Andromeda Loans — India’s largest loan distributor (₹1.08 Lakh Crore+ annual disbursements) — we help you access credit responsibly, transparently, and cost-effectively. Whether it’s for a home, business, or personal milestone, we ensure you borrow smart, not stressed.

Multi-Lender Comparisons

Get the best loan offers across 125+ banks and NBFCs, with transparent rate and fee analysis.

Home, Business & Personal Loan Guidance

Access tailored loan advice for every goal — housing, capital, or personal finance.

Balance Transfer & Savings Analysis

Reduce EMIs and save money through smart refinancing or balance transfers.

Structured EMI Planning

Design repayment schedules aligned with your income, lifestyle, and goals.

Documentation & Application Support

Get complete assistance with paperwork, verification, and faster approvals.

Transparent, No-Pressure Advice

Honest recommendations — no bank bias, no hidden costs.

How This Helps You

Secure the most competitive rates and fair loan structures. Borrow confidently with full clarity and long-term stability.

Who This Serves

Homebuyers, entrepreneurs, and individuals with major life goals. Existing borrowers seeking smarter, lower-cost refinancing options.

3 Additional services at 0 cost

1. Mutual Fund Advisory

Build wealth with expert-backed, goal-driven investing. Partnering with Wealth Valley (SEBI, IRDAI & AMFI registered, ₹300Cr+ AUM), we provide transparent, personalised fund recommendations — not sales pitches.

Goal-Based Fund Planning

Invest with purpose — tailored mutual fund recommendations for your life goals like retirement, education, or wealth creation.

Risk-Tailored Portfolios

Portfolios built around your comfort with volatility — from stable conservative plans to high-growth strategies.

Active & Passive Strategies

Access both expert-managed funds and low-cost index options — we guide you on which works best for your goals.

Tax-Efficient Investments

Save smarter with ELSS and tax-optimised mutual fund structures designed to maximise Section 80C benefits.

Ongoing Monitoring

Regular portfolio reviews and rebalancing keep your investments aligned with evolving goals and markets.

SIP Planning & Automation

Automated, disciplined investing through SIPs — helping you build wealth consistently, without timing the market.

How This Helps You

Build wealth strategically with diversification and tax efficiency. Get expert, unbiased guidance aligned with your goals.

Who This Serves

New and existing investors seeking clarity and control. Professionals and families planning long-term wealth goals.

2. Insurance Advisory

Through our IRDAI-registered partner Wealth Valley, we offer genuine, needs-based insurance guidance — no commissions, no sales pressure. Every plan is designed to safeguard your family’s financial future with clarity, transparency, and trust.

Personalised Coverage Planning

Get tailored health, term life, or motor insurance suited to your lifestyle and real needs.

Transparent Policy Comparisons

Understand features, exclusions, and settlement ratios — before you buy.

Verified Claim Support

Guidance through claims, documentation, and insurer follow-ups for smooth settlements.

Zero-Bias Advisory

100% needs-based recommendations with no sales targets or hidden motives.

How This Helps You

Secure the right protection without overpaying. Gain confidence with verified, unbiased guidance.

Who This Serves

Families ensuring long-term security. Individuals tired of sales-driven policy pitches.

3. Loan Advisory

hrough our partner Andromeda Loans — India’s largest loan distributor (₹1.08 Lakh Crore+ annual disbursements) — we help you access credit responsibly, transparently, and cost-effectively. Whether it’s for a home, business, or personal milestone, we ensure you borrow smart, not stressed.

Multi-Lender Comparisons

Get the best loan offers across 125+ banks and NBFCs, with transparent rate and fee analysis.

Home, Business & Personal Loan Guidance

Access tailored loan advice for every goal — housing, capital, or personal finance.

Balance Transfer & Savings Analysis

Reduce EMIs and save money through smart refinancing or balance transfers.

Structured EMI Planning

Design repayment schedules aligned with your income, lifestyle, and goals.

Documentation & Application Support

Get complete assistance with paperwork, verification, and faster approvals.

Transparent, No-Pressure Advice

Honest recommendations — no bank bias, no hidden costs.

How This Helps You

Secure the most competitive rates and fair loan structures. Borrow confidently with full clarity and long-term stability.

Who This Serves

Homebuyers, entrepreneurs, and individuals with major life goals. Existing borrowers seeking smarter, lower-cost refinancing options.

3 Additional services at 0 cost

1. Mutual Fund Advisory

Build wealth with expert-backed, goal-driven investing. Partnering with Wealth Valley (SEBI, IRDAI & AMFI registered, ₹300Cr+ AUM), we provide transparent, personalised fund recommendations — not sales pitches.

Goal-Based Fund Planning

Invest with purpose — tailored mutual fund recommendations for your life goals like retirement, education, or wealth creation.

Risk-Tailored Portfolios

Portfolios built around your comfort with volatility — from stable conservative plans to high-growth strategies.

Active & Passive Strategies

Access both expert-managed funds and low-cost index options — we guide you on which works best for your goals.

Tax-Efficient Investments

Save smarter with ELSS and tax-optimised mutual fund structures designed to maximise Section 80C benefits.

Ongoing Monitoring

Regular portfolio reviews and rebalancing keep your investments aligned with evolving goals and markets.

SIP Planning & Automation

Automated, disciplined investing through SIPs — helping you build wealth consistently, without timing the market.

How This Helps You

Build wealth strategically with diversification and tax efficiency. Get expert, unbiased guidance aligned with your goals.

Who This Serves

New and existing investors seeking clarity and control. Professionals and families planning long-term wealth goals.

2. Insurance Advisory

Through our IRDAI-registered partner Wealth Valley, we offer genuine, needs-based insurance guidance — no commissions, no sales pressure. Every plan is designed to safeguard your family’s financial future with clarity, transparency, and trust.

Personalised Coverage Planning

Get tailored health, term life, or motor insurance suited to your lifestyle and real needs.

Transparent Policy Comparisons

Understand features, exclusions, and settlement ratios — before you buy.

Verified Claim Support

Guidance through claims, documentation, and insurer follow-ups for smooth settlements.

Zero-Bias Advisory

100% needs-based recommendations with no sales targets or hidden motives.

How This Helps You

Secure the right protection without overpaying. Gain confidence with verified, unbiased guidance.

Who This Serves

Families ensuring long-term security. Individuals tired of sales-driven policy pitches.

3. Loan Advisory

hrough our partner Andromeda Loans — India’s largest loan distributor (₹1.08 Lakh Crore+ annual disbursements) — we help you access credit responsibly, transparently, and cost-effectively. Whether it’s for a home, business, or personal milestone, we ensure you borrow smart, not stressed.

Multi-Lender Comparisons

Get the best loan offers across 125+ banks and NBFCs, with transparent rate and fee analysis.

Home, Business & Personal Loan Guidance

Access tailored loan advice for every goal — housing, capital, or personal finance.

Balance Transfer & Savings Analysis

Reduce EMIs and save money through smart refinancing or balance transfers.

Structured EMI Planning

Design repayment schedules aligned with your income, lifestyle, and goals.

Documentation & Application Support

Get complete assistance with paperwork, verification, and faster approvals.

Transparent, No-Pressure Advice

Honest recommendations — no bank bias, no hidden costs.

How This Helps You

Secure the most competitive rates and fair loan structures. Borrow confidently with full clarity and long-term stability.

Who This Serves

Homebuyers, entrepreneurs, and individuals with major life goals. Existing borrowers seeking smarter, lower-cost refinancing options.

Our Speciality

Our Speciality

AI-Powered Market Intelligence

AI-Powered Market Intelligence

Our institutional-grade AI continuously scans thousands of data points across global markets, filtering noise and highlighting meaningful signals. It cross-verifies trends, detects anomalies, and interprets economic shifts before they hit the mainstream. Combined with over a decade of human research expertise, this intelligence decodes what’s happening beneath the surface — not just the headlines. The result: data you can trust, opportunities you can act on, and clarity that helps you stay ahead while others are still reacting.

Our institutional-grade AI continuously scans thousands of data points across global markets, filtering noise and highlighting meaningful signals. It cross-verifies trends, detects anomalies, and interprets economic shifts before they hit the mainstream. Combined with over a decade of human research expertise, this intelligence decodes what’s happening beneath the surface — not just the headlines. The result: data you can trust, opportunities you can act on, and clarity that helps you stay ahead while others are still reacting.

Verified Insights, Zero Hype

Verified Insights, Zero Hype

We believe investors deserve facts, not speculation. Every piece of insight we deliver is verified across reliable financial data sources, audited reports, and macroeconomic indicators. No influencer talk, no “hot tips.” Just clear, evidence-backed perspectives built to protect and grow your capital. When emotions drive the market, we stay grounded in logic — helping you filter out the noise and focus on what’s truly shaping your portfolio’s future.

We believe investors deserve facts, not speculation. Every piece of insight we deliver is verified across reliable financial data sources, audited reports, and macroeconomic indicators. No influencer talk, no “hot tips.” Just clear, evidence-backed perspectives built to protect and grow your capital. When emotions drive the market, we stay grounded in logic — helping you filter out the noise and focus on what’s truly shaping your portfolio’s future.

Early Opportunity Detection

Early Opportunity Detection

Timing is everything — and our systems are built to catch opportunities before the crowd sees them. By tracking sector rotations, policy changes, and emerging economic signals, our analysis identifies undervalued sectors and upcoming growth stories early. Instead of reacting to hype, you move with foresight. Our AI and expert team ensure that every shift — from global cycles to domestic trends — translates into actionable insight for your investment edge.

Timing is everything — and our systems are built to catch opportunities before the crowd sees them. By tracking sector rotations, policy changes, and emerging economic signals, our analysis identifies undervalued sectors and upcoming growth stories early. Instead of reacting to hype, you move with foresight. Our AI and expert team ensure that every shift — from global cycles to domestic trends — translates into actionable insight for your investment edge.

Clarity That Drives Action

Clarity That Drives Action

We turn complex market research into clarity you can confidently act on. Every recommendation is backed by transparent reasoning, simplified explanations, and data you can verify. You’ll always know why a decision matters and how it impacts your goals. Whether you’re reviewing your portfolio or entering a new opportunity, we make sure you’re guided by understanding — not confusion — so you move forward with conviction, not hesitation.

We turn complex market research into clarity you can confidently act on. Every recommendation is backed by transparent reasoning, simplified explanations, and data you can verify. You’ll always know why a decision matters and how it impacts your goals. Whether you’re reviewing your portfolio or entering a new opportunity, we make sure you’re guided by understanding — not confusion — so you move forward with conviction, not hesitation.

98%

98%

Trusted by 35,000+ Investors

Trusted by 35,000+ Investors

Over 35,000 investors across India trust us with ₹300Cr+ in guided portfolios — built over 10+ years of market-tested expertise. 98% of our clients stay with us beyond 15 years because we deliver measurable growth, transparent communication, and ethical advisory practices. Backed by SEBI, IRDAI, and AMFI-registered partners, our research and compliance standards meet institutional benchmarks. Real results, verified impact — that’s why trust isn’t claimed here, it’s earned.

Over 35,000 investors across India trust us with ₹300Cr+ in guided portfolios — built over 10+ years of market-tested expertise. 98% of our clients stay with us beyond 15 years because we deliver measurable growth, transparent communication, and ethical advisory practices. Backed by SEBI, IRDAI, and AMFI-registered partners, our research and compliance standards meet institutional benchmarks. Real results, verified impact — that’s why trust isn’t claimed here, it’s earned.

Know The Experts

Know The Experts

Prateek Jaiswal

Founder, Portfolio360

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

Premium UX Template for Framer

Followers

75K+

Experience

8+ Years

Prateek Jaiswal

Founder, Portfolio360

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

Premium UX Template for Framer

Followers

75K+

Experience

8+ Years

Wealth Valley

Wealth Valley is an AMFI & SEBI-registered mutual fund and insurance advisory firm with a proven record of excellence, managing over ₹300 Crore in assets and serving 35,000+ clients across India. Renowned for its research quality, compliance discipline, and client-first approach, Wealth Valley has earned the trust of every major Asset Management Company (AMC) in the country. This recognition reflects their credibility and commitment to responsible, data-backed financial advice. With registrations from SEBI, IRDAI, and AMFI, every recommendation meets the highest regulatory standards. Through this partnership, you gain institutional-grade advisory expertise with a personal touch—combining Wealth Valley’s market credibility with our mission to make quality financial guidance truly accessible.

SEBI | IRDAI | AMFI Registered

₹300 Cr+ AUM

35,000+ Clients

Trusted by all the Leading AMCs Across India

Wealth Valley Logo

AUM

₹ 300 Cr+

Clients

35,000+

Wealth Valley

Wealth Valley is an AMFI & SEBI-registered mutual fund and insurance advisory firm with a proven record of excellence, managing over ₹300 Crore in assets and serving 35,000+ clients across India. Renowned for its research quality, compliance discipline, and client-first approach, Wealth Valley has earned the trust of every major Asset Management Company (AMC) in the country. This recognition reflects their credibility and commitment to responsible, data-backed financial advice. With registrations from SEBI, IRDAI, and AMFI, every recommendation meets the highest regulatory standards. Through this partnership, you gain institutional-grade advisory expertise with a personal touch—combining Wealth Valley’s market credibility with our mission to make quality financial guidance truly accessible.

SEBI | IRDAI | AMFI Registered

₹300 Cr+ AUM

35,000+ Clients

Trusted by all the Leading AMCs Across India

Wealth Valley Logo

AUM

₹ 300 Cr+

Clients

35,000+

Andromeda Loans

Andromeda Sales & Distribution Pvt. Ltd. is India’s largest loan distributor, enabling borrowers to access the most suitable financial products with unmatched transparency and convenience. With an annual disbursement exceeding ₹1.08 Lakh Crore, Andromeda partners with 125+ top banks and financial institutions to bring you the best possible deals across loan categories. Whether it’s a home loan, personal loan, business loan, or loan against property, Andromeda’s digital platform ensures seamless comparison, faster approvals, and expert guidance through every step of your loan journey.

India’s Largest Loan Distributor

125+ Lending Partners

₹1.08 Lakh Cr+ Disbursed

Digital Processing

Andromeda Loans Logo

Loans Disbursed

₹ 1 Lakh Cr+

Lending Partners

125+

Andromeda Loans

Andromeda Sales & Distribution Pvt. Ltd. is India’s largest loan distributor, enabling borrowers to access the most suitable financial products with unmatched transparency and convenience. With an annual disbursement exceeding ₹1.08 Lakh Crore, Andromeda partners with 125+ top banks and financial institutions to bring you the best possible deals across loan categories. Whether it’s a home loan, personal loan, business loan, or loan against property, Andromeda’s digital platform ensures seamless comparison, faster approvals, and expert guidance through every step of your loan journey.

India’s Largest Loan Distributor

125+ Lending Partners

₹1.08 Lakh Cr+ Disbursed

Digital Processing

Andromeda Loans Logo

Loans Disbursed

₹ 1 Lakh Cr+

Lending Partners

125+

What Makes Us Different

Unlike social media ‘’influencers’’ or agents with vested interest, we value transparency. Consistency. Accessibility.

Features

AI-powered 24/7 market monitoring & analysis

Multi-source verification (Bloomberg, Reuters, SEC)

Automated fake news detection & flagging

Daily pre-market AI-verified reports

Data-driven insights explaining the "why"

Early trend identification via AI algorithms

In-depth analysis (fundamental + technical + AI)

Zero information overload — concise, verified

Risk-adjusted returns & capital safety focusRisk-adjusted returns & capital safety focus

10+ years' expert validation of AI findings

Personalized 1:1 expert guidance

Mutual Fund Advisory

Goal-based, personalized fund selection

Clear rationale behind every recommendation

Transparent, zero-commission model

Included within ₹ 999/year plan

Insurance Advisory

Needs-based insurance planning (not upselling)

Claim ratio & policy transparency

Full claim assistance & documentation support

Coverage analysis tailored to your family goals

Loan Advisory

Comparison across 125+ banks & NBFCs

Lowest-rate loans with full transparency

EMI & tenure planning customized to income flow

Backed by Andromeda Loans – India’s largest distributor

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Traditional Advisors / Agents / Influencers

No

No (Single source or unverified)

No (Rumors spread as facts)

No (Irregular, delayed updates)

No (Mostly rumors & hype)

No (Reactive once public)

No (Surface commentary)

No (Daily confusion, spam)

No (High-risk, speculative)

No (Unverified influencers)

No (Little to no support)

No (Mostly limited to locals)

No (Commission-driven sales targets)

No (Opaque selection process)

No (Hidden fees & product tie-ups)

No (Usually ₹ 5,000–₹ 10,000 separately)

No (Mostly limited to locals)

No (Policy pushing for commissions)

No (Data rarely disclosed)

No (Negligible post-sale help)

No (Generic, one-size-fits-all approach)

No (Mostly limited to locals)

No (Limited or biased lender list)

No (Hidden fees & unclear terms)

No (Generic recommendations)

No (Restricted to single-bank tie-ups)

What Makes Us Different

Unlike social media ‘’influencers’’ or agents with vested interest, we value transparency. Consistency. Accessibility.

Features

AI-powered 24/7 market monitoring & analysis

Multi-source verification (Bloomberg, Reuters, SEC)

Automated fake news detection & flagging

Daily pre-market AI-verified reports

Data-driven insights explaining the "why"

Early trend identification via AI algorithms

In-depth analysis (fundamental + technical + AI)

Zero information overload — concise, verified

Risk-adjusted returns & capital safety focusRisk-adjusted returns & capital safety focus

10+ years' expert validation of AI findings

Personalized 1:1 expert guidance

Mutual Fund Advisory

Goal-based, personalized fund selection

Clear rationale behind every recommendation

Transparent, zero-commission model

Included within ₹ 999/year plan

Insurance Advisory

Needs-based insurance planning (not upselling)

Claim ratio & policy transparency

Full claim assistance & documentation support

Coverage analysis tailored to your family goals

Loan Advisory

Comparison across 125+ banks & NBFCs

Lowest-rate loans with full transparency

EMI & tenure planning customized to income flow

Backed by Andromeda Loans – India’s largest distributor

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Traditional Advisors / Agents / Influencers

No

No (Single source or unverified)

No (Rumors spread as facts)

No (Irregular, delayed updates)

No (Mostly rumors & hype)

No (Reactive once public)

No (Surface commentary)

No (Daily confusion, spam)

No (High-risk, speculative)

No (Unverified influencers)

No (Little to no support)

No (Mostly limited to locals)

No (Commission-driven sales targets)

No (Opaque selection process)

No (Hidden fees & product tie-ups)

No (Usually ₹ 5,000–₹ 10,000 separately)

No (Mostly limited to locals)

No (Policy pushing for commissions)

No (Data rarely disclosed)

No (Negligible post-sale help)

No (Generic, one-size-fits-all approach)

No (Mostly limited to locals)

No (Limited or biased lender list)

No (Hidden fees & unclear terms)

No (Generic recommendations)

No (Restricted to single-bank tie-ups)

Our Latest Insights

Icon

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.

Icon

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.

Icon

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?
Do I need prior investment knowledge to use your services?
How are recommendations made? Is there commission bias?
Can you help with my existing investments and policies?

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?
Do I need prior investment knowledge to use your services?
How are recommendations made? Is there commission bias?
Can you help with my existing investments and policies?

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?
Do I need prior investment knowledge to use your services?
How are recommendations made? Is there commission bias?
Can you help with my existing investments and policies?

For Every Investor.

Because free advice is often the most expensive mistake.

For Every Investor.

Because free advice is often the most expensive mistake.

For Every Investor.

Because free advice is often the most expensive mistake.

• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.
• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.• The best for you yet, join now and grow your Portfolio360.

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

Premium UX Template for Framer

Followers

75K+

Experience

8+ Years

Prateek Jaiswal

Founder, Portfolio360

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

Premium UX Template for Framer

Followers

75K+

Experience

8+ Years

Prateek Jaiswal

Founder, Portfolio360

Wealth Valley is an AMFI & SEBI-registered mutual fund and insurance advisory firm with a proven record of excellence, managing over ₹300 Crore in assets and serving 35,000+ clients across India. Renowned for its research quality, compliance discipline, and client-first approach, Wealth Valley has earned the trust of every major Asset Management Company (AMC) in the country. This recognition reflects their credibility and commitment to responsible, data-backed financial advice. With registrations from SEBI, IRDAI, and AMFI, every recommendation meets the highest regulatory standards. Through this partnership, you gain institutional-grade advisory expertise with a personal touch—combining Wealth Valley’s market credibility with our mission to make quality financial guidance truly accessible.

SEBI | IRDAI | AMFI Registered

₹300 Cr+ AUM

35,000+ Clients

Trusted by all the Leading AMCs Across India

Wealth Valley Logo

AUM

₹ 300 Cr+

Clients

35,000+

Wealth Valley

Wealth Valley is an AMFI & SEBI-registered mutual fund and insurance advisory firm with a proven record of excellence, managing over ₹300 Crore in assets and serving 35,000+ clients across India. Renowned for its research quality, compliance discipline, and client-first approach, Wealth Valley has earned the trust of every major Asset Management Company (AMC) in the country. This recognition reflects their credibility and commitment to responsible, data-backed financial advice. With registrations from SEBI, IRDAI, and AMFI, every recommendation meets the highest regulatory standards. Through this partnership, you gain institutional-grade advisory expertise with a personal touch—combining Wealth Valley’s market credibility with our mission to make quality financial guidance truly accessible.

SEBI | IRDAI | AMFI Registered

₹300 Cr+ AUM

35,000+ Clients

Trusted by all the Leading AMCs Across India

Wealth Valley Logo

AUM

₹ 300 Cr+

Clients

35,000+

Wealth Valley

Andromeda Sales & Distribution Pvt. Ltd. is India’s largest loan distributor, enabling borrowers to access the most suitable financial products with unmatched transparency and convenience. With an annual disbursement exceeding ₹1.08 Lakh Crore, Andromeda partners with 125+ top banks and financial institutions to bring you the best possible deals across loan categories. Whether it’s a home loan, personal loan, business loan, or loan against property, Andromeda’s digital platform ensures seamless comparison, faster approvals, and expert guidance through every step of your loan journey.

India’s Largest Loan Distributor

125+ Lending Partners

₹1.08 Lakh Cr+ Disbursed

Digital Processing

Andromeda Loans Logo

Loans Disbursed

₹ 1 Lakh Cr+

Lending Partners

125+

Andromeda Loans

Andromeda Sales & Distribution Pvt. Ltd. is India’s largest loan distributor, enabling borrowers to access the most suitable financial products with unmatched transparency and convenience. With an annual disbursement exceeding ₹1.08 Lakh Crore, Andromeda partners with 125+ top banks and financial institutions to bring you the best possible deals across loan categories. Whether it’s a home loan, personal loan, business loan, or loan against property, Andromeda’s digital platform ensures seamless comparison, faster approvals, and expert guidance through every step of your loan journey.

India’s Largest Loan Distributor

125+ Lending Partners

₹1.08 Lakh Cr+ Disbursed

Digital Processing

Andromeda Loans Logo

Loans Disbursed

₹ 1 Lakh Cr+

Lending Partners

125+

Andromeda Loans

What Makes Us Different

Unlike social media ‘’influencers’’ or agents with vested interest, we value transparency. Consistency. Accessibility.

What Makes Us Different

Unlike social media ‘’influencers’’ or agents with vested interest, we value transparency. Consistency. Accessibility.