R9 Wealth

Smarter Investing,
All in One Place

Curated financial products from Mutual Funds to Pre-IPO Shares to help you grow, preserve, and diversify your wealth with confidence.

Investment

Working with 40+ AMCs

ITI Mutual FundUnion Mutual FundSBIICICI Prudential

Investment Products We Offer

Mutual Funds

Mutual Funds

Professionally managed portfolios across equity, debt & hybrid ideal for disciplined long-term wealth creation.

Fixed Deposits

Fixed Deposits (FDs)

Stable, capital-protected options for conservative investors backed by banks and NBFCs.

Bonds

Bonds

Earn predictable returns with listed and unlisted bonds including high-yield and tax-efficient options.

Smallcase

Smallcase Baskets

Thematic, expert-curated stock baskets invest in ideas you believe in, not just individual stocks.

Insurance

Insurance Products

Protect your wealth and loved ones with term plans, health cover, and investment-linked insurance options.

Pre-IPO

Unlisted & Pre-IPO Shares

Access high-growth private companies before they go public a powerful tool for portfolio alpha.

Investment Thesis

Valuation

Disciplined Valuation Strategy

We invest at attractive entry points in high-potential businesses, aiming to unlock value through disciplined valuation and multiple expansion over time.

Exit

Exit Visibility

Clear exits via IPOs, M&As, or buybacks within 1-5 years. Liquidity is enhanced through our curated investor network.

Sectors

High-Conviction Sectors

We target profitable companies in high-conviction sectors, with a focus on operational efficiency and sustainable value creation.

Data

Data-Driven Diligence

Each opportunity is vetted for scalability, financial strength, compliance, and sector position. Investments are backed by in-house research and peer analysis.

Join Our Exclusive WhatsApp Community