Grow your wealth
with Wholesum

Turbocharge your income with responsible
investments that spread prosperity to local
and global communities.

Keen to learn more?

How It Works

1. Place savings into Fund

Investors place their money into Wholesum’s Responsible Fund via digital portal.

2. Watch the Fund invest

Wholesum allocates your savings into a portfolio of diverse responsible investments.

3. See your savings grow

Invested assets enable a win-win Wholesum Effect via financial returns and positive support for communities.

Why Wholesum?

There’s no one like us to help you grow your savings. With a single fund, you can diversify your investments into global ethical ETFs, small and medium businesses, and microfinance. Getting started is easy as! No prior experience needed.

Register in minutes

Get started from just $25,000

Invest responsibly beyond stocks and property

Past Returns

Historical Performance of Wholesum Responsible Fund strategy

Growth of hypothetical $10,000 over time
The growth chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains on an annual basis. Fund expenses, including management fees and other expenses were deducted.
past-return-image

11%

Annualised performance over 48 months
Wholesum’s team tested the historical performance of the Fund’s target investment mix such as global ethical ETFs and small business financing since mid-2019.
The portfolio out-performed the S&P ASX200 index by 3% and Australia’s annual inflation (May 2023) by 6% on average.

The returns were consistent despite the COVID-19 pandemic and recent global economic downturn

Returns are net management fees, based on local currency values, rounded through weighted average asset allocation, and are not a projection. Past performance is not indicative of future performance. Please refer to the Fund’s information memorandum for further details about the Fund.

Be a champion investor by making incredible positive impact while generating competitive returns on your savings

Meet Our Team

Dr Tanvir Uddin

Founder & CEO

12+ years serial entrepreneur, global sustainability strategist and responsible finance specialist (Ex-McKinsey, Ex-Brighte, Ex-Islamic Development Bank)

PhD in Microfinance (USYD), Masters of Islamic Finance (IE), Certified Islamic Microfinance Practitioner (Frankfurt), Law and Economics Honours (UNSW)

Sowkot Osman
Tech Lead

17+ years full-stack engineer, deep financial technology expertise (Ex-BeforePay, Ex-Campaign Monitor)

Master of IT (USYD), Bachelors of Computer Science (BUET)

Tauseef Quazi

Investment Lead

12+ years’ funds management specialist, commercial property asset manager, Islamic finance expertise (Ex-Stockland, Ex-Crescent Wealth, Ex-Merrill Lynch)

Finance Honours (UNSW)

Maysoon El-Ahmad

Customer Strategy & Insights Advisor

20+ years strategy, research, insights and customer experience with deep expertise in consumer behaviour (Ex-Woolworths, ex-Government departments)

Ramlie Kamsari
Investments Advisor

20+ years international funds management specialist, impact and sustainability advocate (Ex-Nomura CEO)

Syed Ahmed
Technology & AI Advisor

20+ years technology strategy and digital transformation specialist with deep AI and wealth management expertise (Innowell CEO, Ex-Bupa, Ex-MLC, Ex-Perpetual)

Imteaz Ahamed
Growth & Marketing Advisor

15+ years performance marketing, consumer growth and digital commerce specialist (Reckitt Director)

Wholesum Notes

Ready to grow your wealth responsibly?

Reach your financial goals faster, the Wholesum way.