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Our Operations Paradigm

  • Standard Market Hours

    Monday – Friday: 9:00 AM – 6:00 PM IST
    Saturday: 10:00 AM – 2:00 PM IST

  • Guaranteed Response

    All queries submitted via WhatsApp or Email are addressed strictly within 2 Hours during active business timings.

Emergency Protocols

For catastrophic market events or immediate portfolio intervention requests, registered clients have access to our direct emergency hotline linked to their specific RM.

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Frequently Asked Questions

Complete transparency regarding our mechanics, security, and wealth management protocols.

Why should I work with a wealth advisor instead of investing directly through apps?

Direct apps give you access to execute trades, but they do not actively manage risk, rebalance during market crashes, or analyze overlapping funds. We act as your fractional CFO—structuring the strategy, handling the panic, booking the profits, and ensuring your exact goals are flawlessly mathematically tracked so you don't have to guess.

Are my funds locked in with you or can I withdraw anytime?

You have 100% absolute sovereign control over your corpus. Unless deployed in mandatory lock-in funds (like ELSS for Tax Saving), your funds are highly liquid. You can withdraw your money entirely to your registered bank account at any time without asking for our permission.

How do you track and manage my portfolio on a daily basis?

Upon onboarding, you receive access to our centralized digital dashboard. The portfolio is tracked continuously against benchmarks using institutional software. We monitor XIRR, expense ratio leaks, and asset allocations, stepping in dynamically when the portfolio drifts from the prescribed strategy.

What are your fees and charges?

Transparency is our core principle. Our advisory and distribution structures are completely compliant with SEBI regulations. Depending on the model you sign up for (Direct Advisory vs Regular Distribution), fees are either structured as a transparent flat AUM charge or integrated directly by the AMCs. We detail the exact numbers before you invest a single rupee.

How secure are my investments with your firm?

We do not hold your money. Your capital is strictly routed from your personal bank account directly to the Asset Management Companies (AMCs) and held securely in Folios physically registered to your PAN and Aadhaar. We only hold the tactical authority to advise, map, and execute on your behalf.

How quickly can I expect responses from your team?

We pride ourselves on VIP execution. For active clients, WhatsApp messages and calls are answered within minutes. Formal email requests (like mandate changes or deep portfolio audits) are resolved within a strictly enforced 2-hour SLA during standard operating hours.

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REGULATORY DISCLOSURE: Wealth Saathi Advisor acts as a Mutual Fund Distributor/Registered Investment Advisor (AMFI Registration No. ARN-290997). The information provided on this platform is strictly for educational, informational, and analytical purposes and does not construe an offer or solicitation for the purchase or sale of any financial instrument.

RISK WARNING: Mutual Fund investments are subject to market risks. Please read all scheme-related documents (SID, SAI, KIM) carefully before investing. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes.

NO GUARANTEE: There is no assurance or guarantee to the principal amount or returns of the investments. Investment in the securities market is subject to market risks. Wealth Saathi Advisor, its partners, and employees do not guarantee any specific returns. The hypothetical projections, portfolio analytics, and calculators provided on the site are illustrative mathematical engines meant for understanding compounded growth and risk allocation. They do not constitute certified tax, legal, or guaranteed financial projections. Consult authorized tax professionals regarding capital gains liability.