About Wealth Trails
Wealth Trails is a Financial Services company based in Bengaluru (India) founded in 2021. It operates as a provider of integrated financial planning and investment navigation services for families and businesses. It operates on a Brokers and Dealers model. The company has 1 employees. Its Indian entity Wealth Trails Private Limited reported revenue of ₹1.7 Lakh. Wealth Trails offers products and services including Wealth Trails Platform. Its focus areas include Full Service, Companies, Brokers and Dealers and Stock Brokers.
Company details
Wealth Trails operates with a Brokers and Dealers model, focusing on full service, companies, brokers and dealers, and companies that provide services for investors to trade shares of companies listed on stock exchanges along with investment research and charge fee per trade. Provider of integrated financial planning and investment navigation services for families and businesses. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
- Headquarters Bengaluru, India
- Employees 1
- SectorsFinancial Services
- Website wealthtrails.in
- Legal Name Wealth Trails Private Limited
- Date of Incorporation 08 Dec, 2021
- Jurisdiction Bangalore, Karnataka, India
- Annual Revenue₹1.7 Lakh
FY 2024 · +206% YoY
- Net Loss-₹41.8 Lakh
FY 2024 · -2532% margin
- EBITDA-₹34.2 Lakh
FY 2024 · -2070% margin
- Employee Count1
Associated legal entities of Wealth Trails
Wealth Trails operates through Wealth Trails Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Wealth Trails Private Limited CIN U43299KA2021PTC155361 | Active | 08 Dec 2021 | Bangalore, Karnataka | ₹0.0 Cr | – | 2 | View details |
Products & Services of Wealth Trails
Wealth Trails offers a comprehensive portfolio of products and services, including Wealth Trails Platform.
Provider of integrated financial planning and investment navigation services for families and businesses
Board of directors of Wealth Trails Private Limited (Wealth Trails)
Wealth Trails Private Limited is the primary company behind Wealth Trails. The board of Wealth Trails Private Limited currently have 2 directors; the longest-serving is Jai Kartik Vemareddy, appointed in 2021.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Jai Kartik Vemareddy DIN 09428749 | Director | 08 Dec 2021 | 4 yrs 10 mo | Wealth Trails Private Limited |
| Poojitha Gudur DIN 09428750 | Director | 08 Dec 2021 | 4 yrs 10 mo | Wealth Trails Private Limited |
Financials of Wealth Trails
Figures of Wealth Trails Private Limited, the primary company behind Wealth Trails, for FY 2024. Revenue was ₹1.7 Lakh (+206% year on year). Net loss was -₹41.8 Lakh (-2532% margin). EBITDA was -₹34.2 Lakh (-2070% margin).
- ₹1.7 LakhRevenue · FY 2024 · +206% YoY
- -₹41.8 LakhNet loss · -2532% margin
- -₹34.2 LakhEBITDA · -2070% margin
- ₹1 LakhPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of Wealth Trails Private Limited are on its company page.
Detailed financial statements for Wealth Trails
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
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Top companies in Brokers and Dealers
10 companies that operate in the same segment as Wealth Trails (Brokers and Dealers), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Trading in stocks, mutual funds, and commodities is facilitated. | 1995 | Mumbai, Maharashtra, India | – | USD 263.15 M | 1,580 | |
Trading and investment services are provided through an online platform. | 2000 | Mumbai, Maharashtra, India | – | USD 310.83 M | 3,228 | |
Insurance brokerage and consulting services are provided to clients. | 2007 | San Francisco, California, United States | – | – | – | |
Stock brokerage and financial advisory services are provided to investors. | 1989 | San Diego, California, United States | – | USD 16.99 B | 9,000 | |
Discount brokerage services for stock trading are provided. | 1982 | Plantation, Florida, United States | – | – | – | |
Insurance brokerage services are provided globally by Howden Group Holdings. | 1994 | London, England, United Kingdom | USD 680.2 M | – | – | |
Financial services encompassing wealth management and stock brokerage are offered. | 1994 | Mumbai, Maharashtra, India | – | USD 127.79 M | 1,160 | |
Stock brokerage and financial services are provided in India. | 1944 | Mumbai, Maharashtra, India | – | – | – | |
Online share trading and brokerage services for Indian stocks and mutual funds. | 1994 | Mumbai, Maharashtra, India | – | USD 30.16 M | 383 | |
Stock brokerage services are offered by Finam in Russia. | 1994 | Moscow, Russia | – | USD 956.56 K | – |
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Frequently Asked Questions about Wealth Trails
Wealth Trails was founded in 2021.
Wealth Trails is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
Wealth Trails has 1 employees.
The primary company behind Wealth Trails, Wealth Trails Private Limited, reported revenue of ₹1.7 Lakh for FY 2024, up 206% year on year.
Wealth Trails operates with a Brokers and Dealers model, focusing on full service, companies, brokers and dealers, and companies that provide services for investors to trade shares of companies listed on stock exchanges along with investment research and charge fee per trade. Provider of integrated financial planning and investment navigation services for families and businesses. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
Wealth Trails offers Wealth Trails Platform.
Wealth Trails operates through Wealth Trails Private Limited.
The legal entities of Wealth Trails currently have 2 directors, including Jai Kartik Vemareddy, Poojitha Gudur.