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Frequently Asked Questions

We have answers to all your questions, however silly it may sound

1.  Mutual Funds
2.  Equity Trading
3.  Bonds
4.  WILL Creation
  • Business Loan
  • Refund Policy
  • Terms and Conditions
  • Affiliate System

Have more questions ? Send your query to us.

email us - support@wealthforst.in

1. Mutual Funds

Can I invest in mutual funds on wealthforest APP ?

Certainly! It’s a platform where you can invest and track all your investments for free – a single view for managing everything.

How to withdraw my Mutual funds ?

It’s a straightforward process. Simply click on the funds and select the redeem option to withdraw your funds.

How to start and stop SIP at wealthforest ?

You can initiate your SIP easily by selecting funds and opting for the Monthly Investment setup. Ensure you complete the one-time mandate approval to enable automatic deductions from your bank account every month.

Can I manage my family Mutual funds, Bonds, FD etc. investments on wealthforest app ?

Certainly! You can include your family members and monitor their investments using the same app.

How can i change nominee/Mob/address/bankin my mutual funds ?

Yes, you can email Support@wealthforest.in to update any details in your portfolio.

2. Equity Trading – IIFL

What are the different types of accounts that can be opened with IIFL ?

Demat & Trading Account.

What are the brokerage charges ?

Per order Rs.20.

NRI can invest in India through a stock Exchange?

 

  • NRIs can invest under the Portfolio Investment Scheme (buying through the secondary market) and through the Direct Subscription Route (Investments though IPOs). Under below segments customer can invest:
  • Equity – Only Cash
  • IPO
  • Mutual Fund
  • Futures & Options ( Only Through NRO account)
  • Options
  • Exchange Traded Funds.

Can i change my mobile number/email id/nominee online in my IIFL Demat account ?

Yes, you can make changes by emailing support@wealthforest.in.

 
 
 
 

Can i convert my physical shares into demat ?

Yes, you can take this service from wealthforst by emailing support@wealthforest.in.

 
 
 
 

3. Bonds 

How can i buy bonds ?

Yes, you can reach out to us for specific bonds tailored to your needs. Once you express interest in purchasing bonds through our Wealthforest app, our team will promptly get in touch with you.

When bonds will be visible in my demat ?

It takes 2 days for it to reflect in the app.

Can i invest in Capital gain bonds /RBI Bonds /Tax free ?

Yes, simply express your interest on the Wealthforest app and our team will contact you promptly.

Do i need demat account for bonds purchase ?

Yes, it only takes 2 minutes to open your demat account. For assistance, please contact us at support@wealthforest.in.

4. WILL Creation  

How can i draft my will ?

You can express interest in writing your WILL on the Wealthforest APP, and our team will contact you to assist with the entire process.

 
 
 
 

Can i get leagal assistance from wealthforest ?

Yes, we ensure that your will is legally valid. Our team will guide you through each step of the process.

Can i meet my Relatiosnship manager for drafting a WILL ?

Yes. Please write us at support@wealthforest.in

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