WealthDesk

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

Financial Services

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

Ujjwal Jain

Co-Founder & CEO