About WealthVault
WealthVault is a Financial Services company based in Chandigarh (India) founded in 2021. It provides financial planning, investment advice, and wealth management services. It operates on a B2C and B2B model. WealthVault offers products and services including Goal Based Financial Planning, Mutual Funds, Estate Planning, and Insurance Planning. Its focus areas include Finance, Insurance Planning, Risk Management and Estate Planning. Its legal entity in India is Wealthvault Insurance Marketing Llp (ACB-7993). Similar companies include UTI Mutual Fund, Avendus and 360 One; 2 of its 3 listed similar companies have raised funding.
Company details
WealthVault is a wealth management company based in Chandigarh, India, specializing in financial services like investment planning, estate planning, insurance planning, and mutual fund distribution. They provide tailored solutions for wealth enhancement, preservation, and distribution to individual clients through expert advisory and product distribution. The firm focuses on need-based strategies to help clients achieve their financial goals with professional guidance.
- Headquarters Chandigarh, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website wealthvault.in
- Social LinkedIn X Facebook Instagram YouTube
- Legal Name Wealthvault Insurance Marketing Llp
- Date of Incorporation 30 Jun, 2023
- Jurisdiction Kalka, Haryana, India
Associated legal entities of WealthVault
WealthVault is associated with 2 registered companies on The Company Check; the primary company is Wealthvault Insurance Marketing Llp. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Wealthvault Insurance Marketing Llp CIN ACB-7993 | Active | 30 Jun 2023 | Kalka, Haryana | 2 | View details | ||
| Wealthvault Research And Analytics Private Limited CIN U67100CH2021PTC043819 | Active | 02 Aug 2021 | Chandigarh, Chandigarh | ₹2.2 Cr | 6 | View details |
Products & Services of WealthVault
WealthVault offers a comprehensive portfolio of products and services, including Goal Based Financial Planning, Mutual Funds, Estate Planning, and Insurance Planning.
Service for creating personalized financial plans based on client goals
Distribution of mutual funds for portfolio growth and income
Assistance in managing and transferring assets securely
Advisory on insurance products for financial protection
Apps and channels of WealthVault
its YouTube channel WealthVault has 55 subscribers and 17 videos.
Videos from WealthVault
The most watched videos on WealthVault's YouTube channel, WealthVault (55 subscribers). Click a video to play it here.
More on WealthVault .
Board of directors of Wealthvault Insurance Marketing Llp (WealthVault)
Wealthvault Insurance Marketing Llp is the primary company behind WealthVault. The boards of the 2 registered companies of WealthVault currently have 6 directors; the longest-serving is Giani Ram Bhattu, appointed in 2021. 3 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Giani Ram Bhattu DIN 09263641 | Director | 02 Aug 2021 | 5 yrs 3 mo | Wealthvault Research And Analytics Private Limited |
| Rupali Singhal DIN 09263642 | Director | 02 Aug 2021 | 5 yrs 3 mo | Wealthvault Research And Analytics Private Limited |
| Ramesh Mago DIN 00967443 | Director | 02 Nov 2021 | 5 yrs | Wealthvault Research And Analytics Private Limited |
| Pranav Singhal DIN 09383196 | Designated Partner | 30 Jun 2023 | 3 yrs 4 mo | Wealthvault Insurance Marketing Llp, Wealthvault Research And Analytics Private Limited |
| Vikas Bhattu DIN 09384339 | Designated Partner | 30 Jun 2023 | 3 yrs 4 mo | Wealthvault Insurance Marketing Llp, Wealthvault Research And Analytics Private Limited |
| Satpal Saini DIN 11452948 | Additional Director | 03 Jan 2026 | 9 mo | Wealthvault Research And Analytics Private Limited |
Similar companies to WealthVault
WealthVault has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, Avendus and 360 One.
| 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. | |
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. |
Detailed similar companies of WealthVault
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Web traffic of WealthVault
Websites that share an audience with WealthVault (wealthvault.in).
Websites whose visitors overlap most with WealthVault. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| competentfinman.com | 99% | View details | |||
| srei.com | 28% | 15.5K | #1,412,129 | View details |
Top companies in Insurance & Risk Management
3 companies that operate in the same segment as WealthVault (Insurance & Risk Management) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Health insurance plans are offered for individuals and families. | 2006 | Chennai, Tamil Nadu, India | USD 783.29 M | USD 1.9 B | 15,820 | |
Life, health, and general insurance services are provided across India. | 2001 | Mumbai, Maharashtra, India | USD 306.52 M | USD 2.88 B | 16,700 | |
Financial solutions including loans and insurance are offered. | 2007 | Pune, Maharashtra, India | USD 15.24 B | 126 |
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Frequently Asked Questions about WealthVault
WealthVault was founded in 2021.
WealthVault is headquartered in Chandigarh, India.
WealthVault is a wealth management company based in Chandigarh, India, specializing in financial services like investment planning, estate planning, insurance planning, and mutual fund distribution. They provide tailored solutions for wealth enhancement, preservation, and distribution to individual clients through expert advisory and product distribution. The firm focuses on need-based strategies to help clients achieve their financial goals with professional guidance.
WealthVault's top competitors include UTI Mutual Fund, Avendus and 360 One.
WealthVault offers Goal Based Financial Planning, Mutual Funds, Estate Planning, and Insurance Planning.
WealthVault is associated with 2 legal entities: Wealthvault Insurance Marketing Llp, Wealthvault Research And Analytics Private Limited.
The legal entities of WealthVault currently have 6 directors, including Pranav Singhal, Vikas Bhattu, Giani Ram Bhattu and others.