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We have customized plans for youWe have customized investment plans suiting your risk profile -
Achieve Financial success with SIPEven a small SIP of Rs 500 can make you a Crorepati ! -
Do you have a goal?Our robo advisory tool helps you plan and achieve your different goals -
Retire early ! Retire rich !!We help you plan your retirement
Welcome to Ultimate Wealth
"Your Financial ABODE"
Expertise
100 odd years of collective experience
Efficiency
Managing about 500 crores of assets across products
Excellence
Over 100 Awards in 16 years including 3 CNBC-TV18 Awards
Why Ultimate?
Pinnacle Performance
The best way to predict the future is to create it. Net CAGR of about 16% p.a. over the last 16 years gives us the pride and expertise to perform.
Precise Technology
We continuously upgrade our technologies and train our people, so you get the very best. We are the proud winners of several awards.
Personalised Services
At Ultimate, customer service is not just a department. It is an attitude. Our 2000 satisfied customers stand testimony to this fact.
Goal based SIP Investment
Retirement
Education
Wedding
Vacation
House
Others
Latest Blogs
Which mutual funds is best to invest in lieu of Fixed Deposits
In Advisorkhoj queries we often get questions like, "which mutual funds to invest in lieu of Fixed Deposits" from multiple investors. A related question that we also often get is that...
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Investing in large cap funds versus midcap equity mutual funds
Small and midcap equity mutual funds have been very popular with retail investors over the last three years or so. The popularity of small and midcap funds among investors can be...
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SIP in Mutual Fund: Best dates to do mutual fund SIPs
Every day we get numerous queries of multiple natures pertaining to mutual funds in Advisorkhoj.com. Queries range from questions regarding mutual fund schemes, asset allocation, lump sum or Systematic...
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What are Equity Linked Savings Schemes and their benefits
Of the various Tax saving options under Section 80C of Income Tax Act 1961, mutual fund Equity Linked Savings Schemes (ELSS) have the maximum wealth creation potential over...
Read MoreMutual Funds Research
Top Performing Mutual Funds
| Scheme Name | 1 Year Return(%) | 3 Years Return(%) | 5 Years Return(%) |
|---|---|---|---|
| 84.92 | 61.6 | 14.12 | |
| 50.25 | 47.25 | 14.07 | |
| 48.22 | 45.82 | 16.3 | |
| 38.98 | 45.76 | 21.4 | |
| 40.74 | 45.22 | 29.62 |
Top Performing Systematic Investment Plan
| Scheme Name | Invested Amount | Current Value | 5 Years Return(%) |
|---|---|---|---|
| 180000 | 347176.39 | 27.43 | |
| 180000 | 334217.94 | 25.79 | |
| 180000 | 315558.95 | 23.33 | |
| 180000 | 290393.02 | 19.8 | |
| 180000 | 289197.65 | 19.63 |
Top Mutual Funds in India - Lump sum returns
| Scheme Name | Invested Amount | Current Value | 5 Years Return(%) |
|---|---|---|---|
| 10000 | 28986.45 | 23.71 | |
| 10000 | 25070.36 | 20.17 | |
| 10000 | 23675.27 | 18.8 | |
| 10000 | 21781.55 | 16.84 | |
| 10000 | 20578.19 | 15.52 |
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