Way2Wealth

Bengaluru, India Founded: 1984 • Age: 42 yrs Acquired
Stock broking and trading in equities, commodities, currencies are managed.

About Way2Wealth

Way2Wealth is a Financial Services company based in Bengaluru (India) founded in 1984. It operates as a stock broking and trading in equities, commodities, currencies are managed. Way2Wealth has raised $6.16 million across 1 funding round from investors including Tanglin Developments and Siddhartha Veerappa. The company has 338 employees. Its chief executive is Shashi Bhushan. Its website way2wealth.com draws about 48 thousand monthly visits. Its Indian entity Way2wealth Brokers Private Limited reported revenue of β‚Ή86.02 Cr. The company has since been acquired. Its focus areas include Brokers and Dealers, Stock Brokers and Full Service.

Company details

Way2Wealth was founded in 1984 in Bengaluru, India, within the financial services sector as a stock broker. Equities, commodities, and currency trading are conducted, complemented by portfolio management and investment advisory. Mutual funds, alternative investment funds, initial public offerings, and fixed income products are distributed. Operations center on the Indian market, supporting various investment needs.

  • Headquarters Bengaluru, India
  • Employees 338
  • Stage Acquired
  • Sectors
    Financial Services
  • Website category Finance · Financial Planning and Management
  • Website way2wealth.com
  • Social LinkedIn X
  • Legal Name Way2wealth Brokers Private Limited
  • Date of Incorporation 16 Aug, 2000
  • Jurisdiction Bangalore, Karnataka, India
Key Metrics
  • Annual Revenue
    ₹86.02 Cr

    FY 2025 · 0% YoY

  • Net Profit
    ₹4.52 Cr

    FY 2025 · 5% margin

  • EBITDA
    ₹11.59 Cr

    FY 2025 · 13% margin

  • Total Equity Funding
    $6.16M (USD)

    in 1 rounds

  • Latest Funding Round
    $6.16M (USD), Series A

    Jul 2009

  • Employee Count
    338

Funding Insights of Way2Wealth

Way2Wealth has successfully raised a total of $6.16M through 1 strategic funding round. The most recent funding activity was a Series A round of $6.16 million completed in July 2009. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $6.16M
  • Total Rounds 1
  • Last Round Series A β€” $6.16M
  • First Round $6.16M

    (Jul 2009)

  • Investors Count 2

All 1 funding rounds of Way2Wealth with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Jul 2009$6.16MSeries A–Tanglin Developments
Valuation history

2 investors in total: 1 institutional and 1 angel.

Investors in Way2Wealth

Way2Wealth has secured backing from 2 investors, including angel investors. Prominent investors backing the company include Tanglin Developments and Siddhartha Veerappa.

All
Angel
InvestorDescriptionFounded YearDomainLocation

Siddhartha Veerappa

-
–unknown_ee97c4e6d0bf460e8-
-
–tanglindevelopments.tcc.mode-
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Investor details for Way2Wealth

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Board of directors of Way2wealth Brokers Private Limited (Way2Wealth)

Way2wealth Brokers Private Limited is the primary company behind Way2Wealth. The board of Way2wealth Brokers Private Limited currently have 5 directors; the longest-serving is Shridhar Srikantiah Gargeshwari, appointed in 2020. 29 earlier directors have ceased.

DirectorDesignationAppointedTenureEntity
Shridhar Srikantiah Gargeshwari
DIN 00106780
Whole-time director29 Dec 20205 yrs 9 moWay2wealth Brokers Private Limited
Manjit Singh
DIN 03563281
Director28 Jun 20215 yrs 3 moWay2wealth Brokers Private Limited
Saleem Ali
DIN 07296177
Director08 Feb 20224 yrs 8 moWay2wealth Brokers Private Limited
Amit Golia
DIN 10022072
Additional Director01 Jan 20269 moWay2wealth Brokers Private Limited
Mahesh Jayashree
DIN 06993492
Additional Director01 Jan 20269 moWay2wealth Brokers Private Limited

People of Way2Wealth

18 people are tracked at Way2Wealth (10 in leadership, 8 in team); the tracked headcount is 338.

NameRoleGroup
Shashi Bhushan
CEOLeadership
Ravi Chandran
Regional HeadLeadership
Sundeep Bhatia
Senior Vice President, Head-alternate ChannelLeadership
Brajendra Talesara
Vice PresidentLeadership
Kedar Kadam
Assistant Vice President - Human ResourcesLeadership
Prasad Patil
Senior Vice President - Wealth Management And National Head - Retirement SolutionsLeadership
Sandhya Vadiraja
Vice President OperationsLeadership
Rima Srivastava
CTOLeadership
Jatin Shah
Senior Vice President - Regional HeadLeadership
Ashish Trivedi
Senior Vice President - Business Analytics And New ProjectsLeadership
Hari Meyyappan
Financial AnalystTeam
Shubhashini .
HRD ManagerTeam
Rajasekhar Reddy
Manager Finance AccountTeam
Kundan Kumar Mishra
Corporate ManagerTeam
Madhura Apte
Senior ExecutiveTeam
Pv Bhaskar Rao
Assistant ManagerTeam
Venkatesh Rao
Regional ManagerTeam
Harshitha Raju
Relationship ManagerTeam
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Financials of Way2Wealth

Figures of Way2wealth Brokers Private Limited, the primary company behind Way2Wealth, for FY 2025. Revenue was ₹86.02 Cr (0% year on year). Net profit was ₹4.52 Cr (5% margin). EBITDA was ₹11.59 Cr (13% margin). Revenue has grown at a compounded annual rate of +8% over three years and +3% over five years.

  • ₹86.02 CrRevenue · FY 2025 · 0% YoY
  • ₹4.52 CrNet profit · 5% margin
  • ₹11.59 CrEBITDA · 13% margin
  • ₹47.50 CrPaid-up capital
  • 338Employees (provident fund records)
  • +8%Revenue CAGR, 3 years
  • +3%Revenue CAGR, 5 years

Balance sheet, profit and loss, cash flow and ratios of Way2wealth Brokers Private Limited are on its company page.

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Detailed financial statements for Way2Wealth

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Timeline of Way2Wealth

2 dated milestones of Way2Wealth across 25 years, from founding to its latest funding, stage changes and deals.

  1. Founded Way2Wealth is founded.
  2. Funding First funding round of $6.2M.

Web traffic of Way2Wealth

The website of Way2Wealth (way2wealth.com) receives about 48.3K visits a month and ranks #459,432 among all websites worldwide, #5,685 in Financial Planning and Management.

  • Monthly visits
    48.3K

    ▼ 7.8% vs previous month

  • Unique visitors
    9K

    per month

  • Global rank
    #459,432

    among all websites

  • Category rank
    #5,685

    Finance · Financial Planning and Management

Similar websites

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screener.in
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β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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Top companies in Brokers and Dealers

10 companies that operate in the same segment as Way2Wealth (Brokers and Dealers), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Trading in stocks, mutual funds, and commodities is facilitated.
1995Mumbai, Maharashtra, India–USD 263.15 M1,580
Trading and investment services are provided through an online platform.
2000Mumbai, Maharashtra, India–USD 310.83 M3,228
Insurance brokerage and consulting services are provided to clients.
2007San Francisco, California, United States–––
Stock brokerage and financial advisory services are provided to investors.
1989San Diego, California, United States–USD 16.99 B9,000
Discount brokerage services for stock trading are provided.
1982Plantation, Florida, United States–––
Insurance brokerage services are provided globally by Howden Group Holdings.
1994London, England, United KingdomUSD 680.2 M––
Financial services encompassing wealth management and stock brokerage are offered.
1994Mumbai, Maharashtra, India–USD 127.79 M1,160
Stock brokerage and financial services are provided in India.
1944Mumbai, Maharashtra, India–––
Online share trading and brokerage services for Indian stocks and mutual funds.
1994Mumbai, Maharashtra, India–USD 30.16 M383
Stock brokerage services are offered by Finam in Russia.
1994Moscow, Russia–USD 956.56 K–
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Related news about Way2wealth

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Frequently Asked Questions about Way2Wealth

Way2Wealth was founded in 1984 and raised its 1st funding round 25 years after it was founded.

Way2Wealth is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.

Shashi Bhushan is the current CEO of Way2Wealth.

Way2Wealth is a funded company, having raised a total of $6.16M across 1 funding round to date. The company's 1st funding round was a Series A of $6.16M, raised on Jul 2009.

Way2Wealth has 338 employees.

The primary company behind Way2Wealth, Way2wealth Brokers Private Limited, reported revenue of β‚Ή86.02 Cr for FY 2025, down 0% year on year.

Way2Wealth was founded in 1984 in Bengaluru, India, within the financial services sector as a stock broker. Equities, commodities, and currency trading are conducted, complemented by portfolio management and investment advisory. Mutual funds, alternative investment funds, initial public offerings, and fixed income products are distributed. Operations center on the Indian market, supporting various investment needs.

Way2Wealth has 2 investors. Key investors include Tanglin Developments, and Siddhartha Veerappa.

Way2Wealth operates through Way2wealth Brokers Private Limited.

The legal entities of Way2Wealth currently have 6 directors, including Shridhar Srikantiah Gargeshwari, Saleem Ali, Manjit Singh and others.

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