About Wlthplus
Wlthplus is a Financial Services company based in Pune (India) founded in 2021 by Harshit Sonchhatra. It offers personalized financial guidance, mutual funds, and portfolio management for investors. It operates on a B2C and D2C model in Financial Services and Technology sectors. Wlthplus offers products and services including Mutual Funds, Portfolio Management, and Automated Investing. Its focus areas include FinTech, Investment Tech, Portfolio Management and Mutual Funds. Its legal entity in India is Wlthplus Service Private Limited (U66190CT2023PTC015271). Its competitors include Dezerv, Wealthy, Nivesh, ASK Group and ET Money and 1 more; 5 of its 6 listed competitors have raised funding.
Company details
Wlthplus is a financial services firm based in Pune, India, specializing in goal-based and strategic investing. They deliver unbiased recommendations through expert analysis and automated systems, helping clients manage mutual funds and portfolios. Services include systematic investment plans and free portfolio reviews, tailored to individual financial goals and risk appetites, ensuring balanced asset allocation and market monitoring.
- Headquarters Pune, India
- Founders Harshit Sonchhatra
- SectorsFinancial ServicesTechnology
- Email••••••••
- Website wlthplus.com
- Social LinkedIn Facebook Instagram YouTube
- Legal Name Wlthplus Service Private Limited
- Date of Incorporation 12 Oct, 2023
- Jurisdiction Rajnandgaon, Chhattisgarh, India
Associated legal entities of Wlthplus
Wlthplus operates through Wlthplus Service Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Wlthplus Service Private Limited CIN U66190CT2023PTC015271 | Active | 12 Oct 2023 | Rajnandgaon, Chhattisgarh | – | – | 3 | View details |
Products & Services of Wlthplus
Wlthplus offers a comprehensive portfolio of products and services, including Mutual Funds, Portfolio Management, and Automated Investing.
Service for selecting and managing mutual fund investments.
Customized strategies for asset allocation and financial goal achievement.
Systematic plans for diversified mutual funds and bonds investments.
Apps and channels of Wlthplus
its YouTube channel Wlthplus has 2 subscribers and 2 videos.
Videos from Wlthplus
The most watched videos on Wlthplus's YouTube channel, Wlthplus (2 subscribers). Click a video to play it here.
More on Wlthplus.
Board of directors of Wlthplus Service Private Limited (Wlthplus)
Wlthplus Service Private Limited is the primary company behind Wlthplus. The board of Wlthplus Service Private Limited currently have 3 directors; the longest-serving is Harshit Sonchhatra, appointed in 2023.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Harshit Sonchhatra DIN 10353230 | Director | 12 Oct 2023 | 3 yrs | Wlthplus Service Private Limited |
| Pranay Sonchhatra DIN 10353232 | Director | 12 Oct 2023 | 3 yrs | Wlthplus Service Private Limited |
| Gunjan Sonchhatra DIN 10353231 | Director | 12 Oct 2023 | 3 yrs | Wlthplus Service Private Limited |
People of Wlthplus
1 people are tracked at Wlthplus (1 in leadership).
| Name | Role | Group |
|---|---|---|
| Co-Founder | Leadership |
Complete people profiles for Wlthplus
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.
Competitors of Wlthplus
Wlthplus has 6 listed competitors in our database, 5 of them funded. They include Dezerv, Wealthy, Nivesh, ASK Group and ET Money, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| nivesh.com | 2016 | Noida, India | $5.24M | 41 | Wealth management and financial products are provided online for individuals. | |
| askfinancials.com | 1983 | Mumbai, India | $125M | 191 | Asset & wealth management platform | |
| etmoney.com | 2014 | Gurugram, India | – | 128 | App-based mutual fund investment platform | |
| bankoncube.com | 2016 | Mumbai, India | $4.57M | 120 | Investment advisory and wealth management are offered via an application. |
Detailed competitors of Wlthplus
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 Asset Management
10 companies that operate in the same segment as Wlthplus (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
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 banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Frequently Asked Questions about Wlthplus
Wlthplus was founded in 2021.
Wlthplus is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
Wlthplus is a financial services firm based in Pune, India, specializing in goal-based and strategic investing. They deliver unbiased recommendations through expert analysis and automated systems, helping clients manage mutual funds and portfolios. Services include systematic investment plans and free portfolio reviews, tailored to individual financial goals and risk appetites, ensuring balanced asset allocation and market monitoring.
Wlthplus offers Mutual Funds, Portfolio Management, and Automated Investing.
Wlthplus operates through Wlthplus Service Private Limited.
The legal entities of Wlthplus currently have 3 directors, including Harshit Sonchhatra, Pranay Sonchhatra, Gunjan Sonchhatra.