Wealthy is here to help you grow your money in a way that is personalised, unbiased and proven. Our aim is to take the best practices of successful investing - asset allocation, diversification, rebalancing and review - and automate these practices using the power of technology. As a team we suffered from poor financial decisions - confusing insurance with investment, speculative stock trading, not investing enough, losing out on tax-saving - and with Wealthy our aim is to help our users don’t suffer the same fate.
Our team is a set of passionate people with good pedigree and years of professional experience behind them. We operate at the intersection of technology and finance with a focus on building a world-class user experience.
IIT Madras, IIM Ahmedabad, Morgan Stanley
BIT Mesra, HashedIn, Ola Cabs
Manipal University, Citrix
MDU Rohtak, PayU Payments Pvt Ltd, Trinity Group India
Seasoned Banker and Investment Banker
PGDM Finance, Ex-ICICI Securities
6 Years of Experience in Wealth Management
IMT Ghaziabad, pursuing MS Finance from Frankfurt School of Finance, Germany
CFP, CWM & AIM certifications
MBA - Systems and Finance Marketing, Ex-state Head of Axis Mutual Fund, HDFC AMC
+91 95382 00 111
PN Plaza, 1090/B, Ground Floor, 18th Cross Rd, 3rd Sector, HSR Layout, Bengaluru, Karnataka 560102