About WealthApp
WealthApp is a company based in India founded in 2020 by Soumyajit Ghosh. It operates as a Financial Services. WealthApp offers products and services including Mutual Funds, Wealth Management, Bonds, Real Estate, and Alternative Investment Funds. WealthApp operates in a competitive market with competitors including Moneyfarm, Dezerv, The Tifin Group, Wealthy and ARM Pensions, among others.
- Headquarter India
- Founders Soumyajit Ghosh
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Sectors
Technology
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Phone
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Website
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Social
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- Legal Name Wealthapp India Pvt Ltd
- Date of Incorporation 21 Mar, 2012
- Jurisdiction Kolkata, West Bengal, India
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Annual Revenue
$397.66 K (USD)77.06as on Mar 31, 2022
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Net Profit
$35 K (USD)81.3as on Mar 31, 2022
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EBITDA
$62.38 K (USD)88.83as on Mar 31, 2022
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Latest Funding Round
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Investors
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Employee Count
Not available
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Products & Services of WealthApp
WealthApp offers a comprehensive portfolio of products and services, including Mutual Funds, Wealth Management, Bonds, Real Estate, and Alternative Investment Funds.
A professionally-managed trust that pools the savings of many investors and invests them in securities like stocks and bonds is offered.
Comprehensive financial planning and investment management services are provided to help clients achieve their financial goals.
Government of India Savings (taxable) bonds and other fixed-income securities are offered for investment.
Investment opportunities in real estate are facilitated for clients seeking diversified portfolios.
Alternative investment options are provided for clients looking for non-traditional investment avenues.
Customized investment products designed to meet specific risk-return objectives are offered.
Funding Insights of WealthApp
Detailed funding history for WealthApp
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Investments & Acquisitions by WealthApp
Investment portfolio details for WealthApp
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Financial Statements - WealthApp
Detailed financials for WealthApp
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Wealthapp Comparisons
Peer comparison for WealthApp
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Competitors of WealthApp
WealthApp operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Moneyfarm, Dezerv, The Tifin Group, Wealthy and ARM Pensions, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Platform for investment planning & advisory services
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Investment solutions and portfolio management are provided for affluent individuals.
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Digital wealth management platform is offered for personalized investments.
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Pension management and retirement planning services are provided.
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Retirement, health, and college savings services are administered nationwide.
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Detailed competitors of WealthApp
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Latest news on Wealthapp
Complete news archive for WealthApp
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Frequently Asked Questions about WealthApp
WealthApp was founded in 2020.
WealthApp is headquartered in India.
Anindya Paulchaudhuri is the current CEO of WealthApp.
Annual revenue of WealthApp is $397.66K as on Mar 31, 2022.
Wealth management and investment solutions are offered by WealthApp to assist clients in navigating dynamic and volatile financial markets. Services including mutual funds, bonds, real estate, alternative investment funds, and structured products are provided across various sectors. Personalized and doorstep services are emphasized to ensure client satisfaction, with a focus on transparency, integrity, and confidentiality in all dealings. Financial planning, estate and trust planning, tax planning, and portfolio management are tailored to individual needs, supported by online tools and portfolio tracking for a seamless investment experience.
WealthApp offers Mutual Funds, Wealth Management, Bonds, Real Estate, and 2 more products and services.