Forward Wealth — Preserve. Access. Continue.

Preserve what you have.
Access what you need.
Continue moving forward.

PORTFOLIO ACCESS VIEWNO SALE
₹ 1 Cr
Access without unwinding the portfolio
PreserveHold
AccessUse
ContinueGrow
STARTING RATE9.9% p.a. ↗
PROCESS~10 minutes
Why Forward

For years, you had two options. Only one of them was ever a choice.

Money shows up needing to be spent: school, a wedding, a hospital, a business that won't wait for the next SIP. And the portfolio you built for exactly this kind of moment offers you exactly one lever: sell some of it.

That's not a decision. That's the absence of one. A decision needs two real options, and until now, most people only ever had the first.

01

Preserve

Nothing is sold. That's the whole trick.

Pledge your mutual funds or stocks and they don't move. They keep earning what they were already earning, on the timeline they were always on.

We watch the position continuously, so a bad week in the market gets managed, not mistaken for a reason to sell.

NOTHING SOLD
02

Access

A yes that doesn't depend on one lender's mood.

Forward Wealth runs on our own NBFC plus a panel of lending partners, so if one lender is capped, your request simply moves to the next. Pricing is based on your actual portfolio, not a fixed slab.

MULTIPLE LENDING PARTNERS
03

Continue

Most companies end the story here. We think that's the boring part.

Your access grows as your portfolio grows, automatically. Paid some back? Free up your holdings in one tap. Want to swap a pledged stock for another of equal value? Done.

KEEP MOVING
HOW IT HAPPENS
Show us
Verify
Pledge
Access
Move forward
01 / SHOW US

Show us what you hold.

PAN and mobile, we find your eligible mutual funds and stocks.

02 / VERIFY

Prove it's you.

Aadhaar-based check, a few minutes, no paperwork.

03 / PLEDGE

Choose what to pledge.

Still yours. We just note it down.

04 / ACCESS

See your number. Sign digitally.

One tap. It moves. Your portfolio doesn't.

05 / Move forward

It moves. Your portfolio doesn't.

Review it. Sign it. Move forward.

9.9% P.A. •₹10,000 – ₹1 CRORE •~10 MINUTES •ZERO UNITS SOLD •9.9% P.A. •₹10,000 – ₹1 CRORE •~10 MINUTES •ZERO UNITS SOLD •
What you could access

Tell us what you hold. We’ll tell you what it’s worth — as access, not as a sale.

The calculator stays exactly as built. Use it to understand the numbers before you start a conversation.

Investment calculator

Enter your monthly investment, expected annual return and time horizon.

Estimated value₹ 23,00,387
Total invested₹ 1,20,000

Illustration only. Actual investment returns can be higher or lower and are not guaranteed.

Goal clarity
₹2.3L

Small, consistent decisions can compound into meaningful long-term capital. Use the calculator as a starting point for a conversation — not a promise.

Monthly discipline — keep contributions consistent.
Time matters — longer horizons give compounding more room to work.
Review regularly — align the plan with your goals and risk.
Have Questions?
Anywhere. Anytime.
In 10 minutes.

If you want to talk it through first, we're already here.