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.
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
Financial Services
Financial Services
Recently Added Startups
Recently Added Startups
Features
Financial Services