About WealthBridge India
WealthBridge India is a Financial Services company based in Delhi (India) founded in 2017. It offers investment advisory, global market access, and wealth management services. It operates on a B2C and Partnership-based Services model. WealthBridge India has raised $143.72 thousand across 3 funding rounds. Its Indian entity Wealth Bridge Consultants Private Limited reported revenue of ₹9.9 Lakh. WealthBridge India offers products and services including Investment Advisory, Wealth Management, and Banking and Brokerage Account. Its focus areas include FinTech, Brokerage, Stock Broking and Investment Tech.
Company details
WealthBridge India is a financial services firm based in New Delhi, India, focusing on comprehensive wealth management. It provides investment advisory for mutual funds, stocks, and ETFs across global markets, along with estate planning and tax advice. Through partnerships with brokers, it offers banking and brokerage accounts for individual clients, ensuring secure and transparent services for wealth preservation and growth strategies.
- Headquarters Delhi, India
- SectorsFinancial Services
- Website wealthbridgeindia.com
- Social LinkedIn X Facebook Instagram
- Legal Name Wealth Bridge Consultants Private Limited
- Date of Incorporation 16 Mar, 2017
- Jurisdiction New Delhi, Delhi, India
- Annual Revenue₹9.9 Lakh
FY 2023 · +498% YoY
- Net Loss-₹32.5 Lakh
FY 2023 · -327% margin
- EBITDA-₹21.4 Lakh
FY 2023 · -215% margin
- Total Equity Funding$143.72K (USD)
in 3 rounds
- Latest Funding Round$59.87K (USD), Angel Round
May 2024
Associated legal entities of WealthBridge India
WealthBridge India operates through Wealth Bridge Consultants Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2023) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Wealth Bridge Consultants Private Limited CIN U65100DL2017PTC314574 | Active | 16 Mar 2017 | New Delhi, Delhi | ₹0.1 Cr | 4 | View details |
Products & Services of WealthBridge India
WealthBridge India offers a comprehensive portfolio of products and services, including Investment Advisory, Wealth Management, and Banking and Brokerage Account.
Provides guidance on global funds, stocks, and asset classes.
Includes estate planning, tax advice, and real estate solutions.
Offers integrated banking for investments and market access.
Funding Insights of WealthBridge India
WealthBridge India has successfully raised a total of $143.72K across 3 strategic funding rounds. The most recent funding activity was a Angel Round of $59.87 thousand completed in May 2024. 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 $143,721
- Total Rounds 3
- Last Round Angel Round — $59,873
- First Round $21,039
(Jan 2020)
All 3 funding rounds of WealthBridge India with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2024 | $59,873 | Angel Round | – | – | – |
| Jan 2020 | $62,810 | Angel Round | – | – | – |
| Jan 2020 | $21,039 | Angel Round | – | – | – |
Board of directors of Wealth Bridge Consultants Private Limited (WealthBridge India)
Wealth Bridge Consultants Private Limited is the primary company behind WealthBridge India. The board of Wealth Bridge Consultants Private Limited currently have 4 directors; the longest-serving is Sudhir Kumar Sethi, appointed in 2017.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Sudhir Kumar Sethi DIN 01571527 | Director | 16 Mar 2017 | 9 yrs 7 mo | Wealth Bridge Consultants Private Limited |
| Shivam Sethi DIN 07709100 | Director | 16 Mar 2017 | 9 yrs 7 mo | Wealth Bridge Consultants Private Limited |
| Alok Chadda DIN 01830006 | Director | 01 Apr 2019 | 7 yrs 7 mo | Wealth Bridge Consultants Private Limited |
| Gaurav Kumar Jain DIN 06803177 | Additional Director | 09 Feb 2021 | 5 yrs 8 mo | Wealth Bridge Consultants Private Limited |
Financials of WealthBridge India
Figures of Wealth Bridge Consultants Private Limited, the primary company behind WealthBridge India, for FY 2023. Revenue was ₹9.9 Lakh (+498% year on year). Net loss was -₹32.5 Lakh (-327% margin). EBITDA was -₹21.4 Lakh (-215% margin). Revenue has grown at a compounded annual rate of +113% over three years and +47% over five years.
- ₹9.9 LakhRevenue · FY 2023 · +498% YoY
- -₹32.5 LakhNet loss · -327% margin
- -₹21.4 LakhEBITDA · -215% margin
- ₹67.8 LakhPaid-up capital
- +113%Revenue CAGR, 3 years
- +47%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Wealth Bridge Consultants Private Limited are on its company page.
Detailed financial statements for WealthBridge India
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
Verified entity values are shown only after access is granted.
Timeline of WealthBridge India
3 dated milestones of WealthBridge India across 7 years, from founding to its latest funding, stage changes and deals.
- Founded WealthBridge India is founded.
- Funding First funding round of $21K.
- Funding Latest funding round, Angel Round, of $60K.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as WealthBridge India (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 1.98 M | 376 |
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Frequently Asked Questions about WealthBridge India
WealthBridge India was founded in 2017 and raised its 1st funding round 3 years after it was founded.
WealthBridge India is headquartered in Delhi, India. It is registered at Delhi, Delhi, India.
WealthBridge India is a funded company, having raised a total of $143.72K across 3 funding rounds to date. The company's 1st funding round was a Angel Round of $21.04K, raised on Jan 2020.
The primary company behind WealthBridge India, Wealth Bridge Consultants Private Limited, reported revenue of ₹9.9 Lakh for FY 2023, up 498% year on year.
WealthBridge India is a financial services firm based in New Delhi, India, focusing on comprehensive wealth management. It provides investment advisory for mutual funds, stocks, and ETFs across global markets, along with estate planning and tax advice. Through partnerships with brokers, it offers banking and brokerage accounts for individual clients, ensuring secure and transparent services for wealth preservation and growth strategies.
WealthBridge India offers Investment Advisory, Wealth Management, and Banking and Brokerage Account.
WealthBridge India operates through Wealth Bridge Consultants Private Limited.
The legal entities of WealthBridge India currently have 4 directors, including Sudhir Kumar Sethi, Gaurav Kumar Jain, Alok Chadda and others.