WealthDesk is India’s full stack B2B2C Investment Technology platform.

Basic Information

Mumbai, Maharashtra based WealthDesk provides low cost and high-quality wealth management to retail investors through premium WealthBaskets on top of broking. A WealthBasket is a collection of stocks and ETFs that follows an investment theme, model or style, and is created and monitored by SEBI registered professionals. WealthDesk Business is an Investment Technology platform that enables portfolio based investing on top of equities and ETFs(WealthBaskets) consolidating advisory, broking, asset & wealth management ecosystem. Each WealthBasket is a research backed mix of stocks or ETFs created by SEBI Registered Investment Advisors and Research Analysts which gives their clients a diversified portfolio with improved performance. Their Salient Features: Advisory and Research Driven; Stocks purchased through a WealthBasket actually reside in your demat account; Anytime withdrawal (Full/Partial); Auto rebalancing at a click of a button; Offline support through your broker; Set up SIPs. Their Full Srvice Brokers: Motilal Oswal, JM Financial, ICICI Direct, AnandRathi, BP Wealth, Nirmal Bang, Tradebulls etc. Their Investment Advisors: OpenQ, Infinity Alternatives, Fort Capital, Jarvis, Plutus Capital, Wright among others. See more

Legal Name

:

Wealth Technology & Services Pvt Ltd.

Headquarters

:

Mumbai, Maharashtra , India

Founding Date

:

2016

No. of Employees

:

11 to 20

Core Team

:
1.

Ujjwal Jain

Co-Founder & CEO

2.

Yuvraj Thakker

Co-Founder & Director

Funding

Total Funding

$3.2M

Investors

:

1.

Mathew Cyriac