About WealthTrust Capital Services
WealthTrust Capital Services is a Financial Services company based in Mumbai (India) founded in 2015 by Sneha Jain. It offers investment planning, portfolio management, mutual funds, tax services, and insurance solutions. It operates on a B2C and Advisory Services model. Its chief executive, as recorded, is Sneha Jain. Its Indian entity Wealthtrust Capital Services Llp reported revenue of ₹84.9 Lakh. WealthTrust Capital Services offers products and services including Portfolio Management, Mutual Funds, Tax Planning, Insurance Products, and Equity Solutions. Its focus areas include Finance, Investment Tech, Wealth Management and Portfolio Management. Similar companies include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed similar companies have raised funding.
Company details
WealthTrust Capital Services delivers comprehensive financial services, including equity investment, mutual funds, tax planning, and portfolio management. Based in Mumbai, India, they assist over 500 families with personalized strategies for wealth creation and risk management through research-driven insights and workshops. Their team focuses on educating clients about market dynamics and long-term financial security.
- Headquarters Mumbai, India
- Founders Sneha Jain
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website wealthtrustcap.com
- Social LinkedIn X Facebook Instagram YouTube
- Legal Name Wealthtrust Capital Services Llp
- Date of Incorporation 14 Dec, 2015
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹84.9 Lakh
FY 2024 · +48% YoY
- Net Profit₹4.3 Lakh
FY 2024 · 5% margin
- EBITDA₹14.2 Lakh
FY 2024 · 17% margin
Associated legal entities of WealthTrust Capital Services
WealthTrust Capital Services operates through Wealthtrust Capital Services Llp (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 |
|---|---|---|---|---|---|---|---|
| Wealthtrust Capital Services Llp CIN AAF-3245 | Active | 14 Dec 2015 | Mumbai, Maharashtra | ₹0.8 Cr | 2 | View details |
Products & Services of WealthTrust Capital Services
WealthTrust Capital Services offers a comprehensive portfolio of products and services, including Portfolio Management, Mutual Funds, Tax Planning, Insurance Products, and Equity Solutions.
Service for optimizing investment portfolios and achieving financial goals.
Diversified funds for building long-term wealth through market investments.
Strategies to minimize tax liabilities while ensuring compliance.
Coverage options for protection against financial uncertainties.
Tools for equity financing and stock market navigation.
Apps and channels of WealthTrust Capital Services
WealthTrust Capital Services publishes 1 mobile app with over 50 downloads.
Board of directors of Wealthtrust Capital Services Llp (WealthTrust Capital Services)
Wealthtrust Capital Services Llp is the primary company behind WealthTrust Capital Services. The board of Wealthtrust Capital Services Llp currently have 2 directors; the longest-serving is Pratik Shantilal Jain, appointed in 2015. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Pratik Shantilal Jain DIN 06902916 | Designated Partner | 14 Dec 2015 | 10 yrs 10 mo | Wealthtrust Capital Services Llp |
| Sneha Pratik Jain DIN 05252247 | Designated Partner | 14 Dec 2015 | 10 yrs 10 mo | Wealthtrust Capital Services Llp |
People of WealthTrust Capital Services
1 people are tracked at WealthTrust Capital Services (1 in leadership).
| Name | Role | Group |
|---|---|---|
| Founder, CEO | Leadership |
Complete people profiles for WealthTrust Capital Services
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of WealthTrust Capital Services
Figures of Wealthtrust Capital Services Llp, the primary company behind WealthTrust Capital Services, for FY 2024. Revenue was ₹84.9 Lakh (+48% year on year). Net profit was ₹4.3 Lakh (5% margin). EBITDA was ₹14.2 Lakh (17% margin). Revenue has grown at a compounded annual rate of +30% over three years and +12% over five years.
- ₹84.9 LakhRevenue · FY 2024 · +48% YoY
- ₹4.3 LakhNet profit · 5% margin
- ₹14.2 LakhEBITDA · 17% margin
- +30%Revenue CAGR, 3 years
- +12%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Wealthtrust Capital Services Llp are on its company page.
Detailed financial statements for WealthTrust Capital Services
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.
Similar companies to WealthTrust Capital Services
WealthTrust Capital Services has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, 360 One and Avendus.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. |
Detailed similar companies of WealthTrust Capital Services
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as WealthTrust Capital Services (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 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Wealthtrust Capital Services
Complete news archive for WealthTrust Capital Services
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about WealthTrust Capital Services
WealthTrust Capital Services was founded in 2015.
WealthTrust Capital Services is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Sneha Jain is the CEO of WealthTrust Capital Services, as recorded in our data. They have also founded this company.
The primary company behind WealthTrust Capital Services, Wealthtrust Capital Services Llp, reported revenue of ₹84.9 Lakh for FY 2024, up 48% year on year.
WealthTrust Capital Services delivers comprehensive financial services, including equity investment, mutual funds, tax planning, and portfolio management. Based in Mumbai, India, they assist over 500 families with personalized strategies for wealth creation and risk management through research-driven insights and workshops. Their team focuses on educating clients about market dynamics and long-term financial security.
WealthTrust Capital Services's top competitors include UTI Mutual Fund, Avendus and 360 One.
WealthTrust Capital Services offers Portfolio Management, Mutual Funds, Tax Planning, Insurance Products, and Equity Solutions.
WealthTrust Capital Services operates through Wealthtrust Capital Services Llp.
The legal entities of WealthTrust Capital Services currently have 2 directors, including Pratik Shantilal Jain, Sneha Pratik Jain.
Yes. WealthTrust Capital Services publishes WTCS, with over 50 downloads.