Wealthy

Wealthy

Financial-Services

Bangalore, Karnataka
India
Company Tagline

India's leading AI-enabled platform for Mutual Fund Distributors.

Industry Category
Financial-Services
Company Description

Wealthy is a leading financial services provider, empowering clients with innovative solutions for wealth creation and management. Through advanced technology and dedicated support, Wealthy enables individuals and institutions to achieve their financial goals with confidence. Located at its primary address at 18th Cross Rd, 3rd Sector, HSR Layout, PN Plaza, 1090/B, Ground Floor, Bangalore, Karnataka 560102, IN, Wealthy leverages cutting-edge tools to provide comprehensive financial planning and investment strategies.

Wealthy specializes in a range of financial services, including investment advisory, tax saving, wealth tracking, and retirement planning. By focusing on personalized financial solutions, Wealthy helps clients navigate the complexities of the financial landscape and build a secure financial future. With a commitment to excellence and a client-centric approach, Wealthy is dedicated to fostering long-term financial success for its diverse clientele.

Wealthy continues to expand its offerings and enhance its technological capabilities to meet the evolving needs of the financial market. The company's mission is to provide accessible, reliable, and effective financial solutions that empower individuals and organizations to thrive. We invite the manager of Wealthy to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.

Wealthy est un fournisseur de services financiers de premier plan, offrant à ses clients des solutions innovantes pour la création et la gestion de patrimoine. Grâce à une technologie avancée et un soutien dédié, Wealthy permet aux particuliers et aux institutions d'atteindre leurs objectifs financiers en toute confiance. Situé à son adresse principale au 18th Cross Rd, 3rd Sector, HSR Layout, PN Plaza, 1090/B, Rez-de-chaussée, Bangalore, Karnataka 560102, IN, Wealthy exploite des outils de pointe pour fournir une planification financière complète et des stratégies d'investissement.

Wealthy se spécialise dans une gamme de services financiers, y compris le conseil en investissement, l'optimisation fiscale, le suivi du patrimoine et la planification de la retraite. En se concentrant sur des solutions financières personnalisées, Wealthy aide ses clients à naviguer dans les complexités du paysage financier et à bâtir un avenir financier sûr. Avec un engagement envers l'excellence et une approche centrée sur le client, Wealthy se consacre à favoriser la réussite financière à long terme de sa clientèle diversifiée.

Wealthy continue d'élargir son offre et d'améliorer ses capacités technologiques pour répondre aux besoins évolutifs du marché financier. La mission de l'entreprise est de fournir des solutions financières accessibles, fiables et efficaces qui permettent aux particuliers et aux organisations de prospérer. Nous invitons le responsable de Wealthy à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage votre présence sur le marché.

Key Personnel / Employees
Aditya Agarwal Sudarshan Purohit Niharika Tripathi V NEELAKANTA RAO P

Compare Companies Side by Side

Compare Wealthy with 3 companies in Financial-Services

4 Companies
Comparison Field
Wealthy
Wealthy
Main Company
Dalvi Wealth Management Ltd, Partner Practice of St James’s Place Wealth Management
Dalvi Wealth Managem...
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Du Charme Wealth Management
Du Charme Wealth Man...
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Leeward Wealth Management
Leeward Wealth Manag...
View Profile
Founded Year
2016 2001
Company Size
2-10 11-50 2-10
City
Bangalore, Karnataka Bracknell, Berkshire New Berlin, Wisconsin Fort Collins, Colorado
Country
India United Kingdom United States United States
Skills & Keywords Comparing with main company
25 Total Skills
Financial Services Wealth Management Investment Advisory Retirement Planning Tax Saving Financial Planning Investment Strategies Investment Advisor Save Tax Wealth Tracker Investment Planning Personal Finance Financial Advisor Savings Financial App Build Wealth Wealth Planner Investments Wealth Advisor Portfolio Tracking Stocks Mutual Funds Start Investing Portfolio Advisor Mutual Fund App
7 Total 7 Unique
Unique Skills:
Corporate Finance Estate Planning Life & Health Protection Pension Planning Protection Planning Tax Planning +1
5 Total 5 Unique
Unique Skills:
Fiduciary Insurance Retirement Plans Strategic Planning Wealth
7 Total 7 Unique
Unique Skills:
CDFA College Planning Estate Planning Financial Consultant Insurance/Annuities Risk Management +1
4
Total Companies
2001
Oldest Founded
3
Countries
42
Unique Skills

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Alternative Company Names

This company is also known as

Wealthy 富裕 धनी ثري Богатый