One Stop Shop

Insurance | Investments | Taxation

About Us

Welcome to Wealixir

Wealixir - Open doors to a new way of life! End the ordeal of managing different aspects of your financial portfolio yourself. Insurance, Investments, Taxation, Real Estate everything all under one-roof. Plans curated for you by experts with decades of experience to help you create wealth and mitigate risks - safe and sure. Welcome Wealth!

Our Investment Philosophy

We believe each person has unique set of goals and requirements, so their
financial planning should be goal based rather than product based.

Stage 1 - Mindset

To understand whether you are pro or averse to risk.

Stage 2 - Appetite

To know how little or more loss you can see in short term and not lose sleep.

Stage 3 - Expectations

To gauge what risk-to-reward ratio you desire.

Stage 1 - Quantize

We first identify your goals and quantify them in terms of time and amount.

Stage 2 - Analyze

We define the flexibility, priority and necessity of your goals.

Stage 3 - Cleanser

We do a thought cleanser to ensure that your goals are not based on recent events but are truly yours.

Stage 1 - Needs

We take into account your short term cash requirements.

Stage 2 - Current

We also take into account everything that you have already done.

Stage 3 - Uncertainties

We hope for the best but prepare for the worst hence we put safe guards.

Company Stats

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Years of Experience

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Happy Clients

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Annual Investment

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Assets Under Advice

Our Featured Mobile app

A simple and easy way to invest Funds.


Invest at the click of a button


Access to hand picked list of investments


Check your portfolio anytime anywhere

Download the App Now!

What our happy customers say

I have been associated with Valance's family for more than 20 years now. They have been managing my investments as well as taxation since mid-1990s. Over the time, nothing has changed when it comes to their service standards. They are proactive and are always ready to walk that extra mile for the benefit of their clients. Its two decades of commitment and trust. I wish Wealixir all the very best.

Rajesh Raman Senior Captain, GoAir

Wealixir has been instrumental in providing Trinity with insights on a variety of finance related matters. They understand a client's requirements and advise the best options available. Their team of professionals provides and executes solutions, organizing your finances correctly. The fact that they keep their client's best interest in mind makes Wealixir one of the preferred firms to work with.

Joseph Dias Chairman, Trinity Group

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