*NFO details are indicative. Contact us for exact allotment details and investment guidance. ARN 173948
Free Tool
SIP Returns Calculator
See how your monthly SIP can grow over time with the power of compounding
Why SIP Works
The Power of Compounding
📅
Rupee Cost Averaging
Buy more units when markets fall, fewer when they rise — automatically reduces your average cost over time.
📈
Compounding Returns
Your returns earn returns. Even ₹500/month becomes significant wealth over 15–20 years with disciplined SIP.
🛡️
No Market Timing Needed
SIP removes the stress of timing the market. Invest every month, stay invested, and let the market do its work.
💳
Start with Just ₹500
No large capital needed. Start small, increase as your income grows with step-up SIP — fully flexible.
💡 Did you know? Indians who started a ₹5,000/month SIP in 2014 in a diversified equity fund have seen their corpus grow to over ₹25 lakhs by 2024 — on a total investment of just ₹6 lakhs.
Invest in ELSS Mutual Funds under Section 80C and reduce your tax liability while building long-term wealth. Lowest lock-in period of just 3 years among all 80C options.
Everything you need to know about Yash Wealth and AI-powered investing
Is this really AI or just a website?+
The AI powering Yash Wealth is Google Gemini — the same AI that powers Google's products globally. When we generate your investment report, it is not a template. Gemini analyses your specific financial profile and creates a unique personalised recommendation. That is why no two reports from Yash Wealth are identical.
What is the difference between Yash Wealth and Groww or Zerodha?+
Groww and Zerodha are DIY platforms — you are completely on your own. Yash Wealth combines AI technology with human expertise. The AI does the analysis, Yash provides the strategy, hand-holding and ongoing relationship. You get the best of both worlds — fintech speed with personal advisory.
Can AI really understand my financial needs?+
AI analyses patterns across millions of data points — risk profiles, market cycles, fund performance history. What AI cannot do is understand your personal situation, family needs and emotions around money. That is Yash's job. AI is our tool, not our replacement. You always get a human advisor behind every recommendation.
Is my personal and financial data safe?+
Absolutely. Your data is protected under our Privacy Policy, processed only for generating your investment report, never sold to third parties, and fully compliant with SEBI and AMFI guidelines. ARN 173948 is our registered AMFI identity — we are fully accountable under Indian financial regulations.
What is the minimum SIP amount to start investing?+
You can start a SIP with as little as ₹500 per month. Most of our recommended funds have a minimum of ₹1,000/month. We always suggest starting with what is comfortable for you — even a small SIP started today is better than a large SIP planned for tomorrow.
How do I open a Demat account through Yash Wealth?+
It is completely digital and takes just 10-15 minutes. Click Open Free Demat Account on our website — it opens IIFL's digital onboarding page. Complete your KYC with Aadhaar and PAN. Your account is activated within 24 hours. Zero charges, zero paperwork.
Are the investment reports really free? What is the catch?+
Yes — 100% free, no hidden charges. There is no catch. As an AMFI Registered Mutual Fund Distributor (ARN 173948), we earn a small commission from fund houses when clients invest through us. This commission is already built into the fund expense ratio — you pay nothing extra. Our interests are fully aligned with yours.
What is IIFL AAA Partnership and why does it matter?+
IIFL Capital Services is one of India's leading financial institutions. AAA Partner status is the highest tier awarded to select distributors who meet strict quality and compliance standards. This means you invest through a platform backed by institutional-grade infrastructure, while still getting personal advisory from Yash directly.
How safe are Mutual Funds? Can I lose all my money?+
Mutual funds are regulated by SEBI (Securities and Exchange Board of India) — one of the world's strictest financial regulators. Your money is invested in a diversified portfolio of stocks or bonds — not a single company. While market-linked returns are not guaranteed, historically equity mutual funds have delivered 12-15% CAGR over 10+ year periods — significantly better than FDs. Risk reduces dramatically with time.
I already invest in FD and LIC. Should I switch to Mutual Funds?+
We never recommend abruptly stopping existing investments. Instead, we suggest starting a small SIP alongside your current FD and LIC. Over time, as you see mutual fund returns, you can make informed decisions. ELSS funds also give you the same 80C tax benefit as LIC premiums but with potentially higher returns and lower lock-in period.
🤔
Still have questions?
Talk to Yash directly — free 30-min consultation, no obligation
Ready to Start Your Wealth Journey?
Get a free, personalised investment plan from our expert advisors — no obligation, no hidden charges.
Mutual Fund Investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns. The information in this report is for educational and informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Yash Wealth is an AMFI Registered Mutual Fund Distributor (ARN 173948) and IIFL AAA Partner. We are not a SEBI Registered Investment Advisor (RIA). The returns and projections shown in this report are indicative and based on historical data — actual returns may vary significantly. Investors are advised to consult a SEBI Registered Investment Advisor before making investment decisions. Neither Yash Wealth nor its representatives shall be liable for any direct or indirect losses arising from the use of this report. This report is confidential and prepared exclusively for the named client.
Add, activate, deactivate, or remove staff accounts from the platform.
Name
Username
Role
Status
Actions
Recent Activity
Latest actions across the platform.
My Profile
Update your personal details and change your password.
Yash Wealth · Legal
Privacy Policy
Last updated: May 2026
ARN 173948 · IIFL AAA Partner · AMFI Registered MFD
Yash Wealth is committed to protecting your personal information and your right to privacy.
1. Who We Are
Yash Wealth is an AMFI Registered Mutual Fund Distributor (ARN 173948) and IIFL AAA Partner, operating from Airoli, Navi Mumbai, Maharashtra, India. We provide investment advisory services, mutual fund distribution, and financial planning guidance to individual and institutional investors.
2. Information We Collect
When you use our website or services, we may collect:
Personal Information: Name, mobile number, email address
Financial Information: Investment goals, risk profile, investment amounts (only what you voluntarily provide)
Technical Information: Browser type, device type, IP address, pages visited
Communication Records: WhatsApp messages, emails, and call records for service purposes
3. How We Use Your Information
We use your information to:
Provide personalised investment plans and reports
Contact you regarding your investment enquiries
Send relevant market updates, fund recommendations and newsletters (with your consent)
Comply with SEBI, AMFI and other regulatory requirements
Improve our platform and services
4. Data Sharing & Disclosure
We do not sell, trade, or rent your personal information to third parties. We may share your information with:
IIFL Securities: As required for investment processing and compliance
AMFI/SEBI: As required by regulatory obligations
Service Providers: Technology providers who assist in operating our platform (under strict confidentiality)
Legal Authorities: If required by law or court order
5. Data Security
We implement industry-standard security measures to protect your information including SSL encryption (https), secure data storage, and restricted staff access. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
6. Cookies
Our website uses minimal cookies for basic functionality (session management). We do not use tracking cookies for advertising purposes. You can disable cookies in your browser settings without affecting most site functionality.
7. Your Rights
You have the right to:
Access the personal information we hold about you
Request correction of inaccurate information
Request deletion of your information (subject to legal obligations)
Opt out of marketing communications at any time
Withdraw consent for data processing
To exercise these rights, contact us at info@yashwealth.com or call +91 9801678797.
8. Investment Disclaimer
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns. Yash Wealth (ARN 173948) is an AMFI Registered Mutual Fund Distributor, not a SEBI Registered Investment Advisor. Information provided on this platform is for educational purposes only and does not constitute financial advice.
9. Third Party Links
Our website may contain links to third-party websites (AMFI, SEBI, NSE, BSE etc.). We are not responsible for their privacy practices and encourage you to review their privacy policies.
10. Changes to This Policy
We may update this Privacy Policy periodically. Changes will be posted on this page with an updated date. Continued use of our services after changes constitutes acceptance of the updated policy.
By accessing or using yashwealth.com, you agree to be bound by these Terms of Use. If you do not agree, please do not use our platform.
1. Platform Purpose
yashwealth.com is operated by Yash Wealth (ARN 173948), an AMFI Registered Mutual Fund Distributor and IIFL AAA Partner. This platform is intended for educational and informational purposes related to mutual fund investments and financial planning.
2. Not Financial Advice
The information, reports, and investment plans generated on this platform are for informational and educational purposes only. They do not constitute financial advice, investment recommendations, or solicitation to buy or sell any securities. Yash Wealth is an MFD (ARN 173948), not a SEBI Registered Investment Advisor (RIA). Please consult a SEBI RIA for personalised investment advice.
3. Eligibility
This platform is intended for Indian residents aged 18 years and above. By using this platform, you confirm that you meet these eligibility requirements.
4. User Responsibilities
Provide accurate and truthful information
Not misuse the platform for unlawful purposes
Not attempt to breach platform security
Keep your login credentials confidential (staff members)
Read all scheme documents before investing
5. Investment Risk Disclosure
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. Returns shown on this platform are indicative and based on historical data. Actual returns may vary significantly.
6. Limitation of Liability
Yash Wealth shall not be liable for any direct, indirect, incidental, or consequential losses arising from: use of information on this platform, investment decisions made based on platform content, technical errors or downtime, or market losses on investments.
7. Intellectual Property
All content on this platform including design, text, reports, and code is the property of Yash Wealth. Unauthorised reproduction or distribution is prohibited.
8. Governing Law
These terms are governed by the laws of India. Any disputes shall be subject to the exclusive jurisdiction of courts in Navi Mumbai, Maharashtra.
9. SEBI & AMFI Compliance
Yash Wealth operates in compliance with AMFI guidelines for Mutual Fund Distributors. ARN 173948 is registered with AMFI. For grievances, contact AMFI at amfiindia.com or SEBI at scores.sebi.gov.in.