Wealth Asia Enterprise LLP and Yaks Asia Pvt Ltd are group companies promoted by us. We are a group of Investment professionals with average experience of 15 years plus, An Equity brokerage and distribution house, where we provide value added services such as Equity broking, Mutual Funds, PMS (Portfolio Management Services), AIF (Alternate Investment Funds), SIF (Specialised Investment Fund), Structured debt, Fixed Income bonds, SGB (Sovereign Gold Bonds) and "Will & Trust formation" for Estate planning.
At Wealth Asia and Yaks Asia Private Limited, We don't provide any fee based advisory or research services or financial planning or solutions but Conditional advisory to our investors to help meet their financial goal.
We have 2000 plus clients across products.
About The Promoters
Atul
Singh, CFPCM
Founder and Partner
A CFP (Certified Financial Planner) from FPSB (Financial planning standard board), USA, Master in Management and Economics from Lucknow University, Post Graduate from IIFT (Indian Institute of Foreign Trade), New Delhi.
He has 24+ years of experience in the investment world. He has worked at various reputed organisations in leadership roles such as, Associate Vice President at IIFL Securities Ltd, Vice President at Religare Securities Ltd and Vice President at Nirmal Bang Securities Ltd.
Contact : atul@wealthasia.org
Yagyesh Dwivedi, CFPCM
Founder and Partner
A CFP (Certified Financial Planner) from FPSB (Financial planning standard board), USA, PGDBM from Norsee Monjee Institute of Management Studies, Mumbai and B.Tech (Civil) from Symbiosis Institute of Technology, Pune.
He has 10+ years of experience in the Capital market in Equity Investment, Financing and business development.
Contact : yd@wealthasia.org
Core Team at Yaks Asia Private Limited
Nitin Kumar
Head - Derivatives and Trading
Mr. Nitin holds a professional degree of CS (Company Secretary), has over 25 Years of Experience in Stock market, specialisation in Derivative (Future & Options) and stock investments.
Arun
Gambhir
Associate Vice President - Equity & Distribution
Arun is part of the leadership team here, A Post Graduate with 20 years of experience in Stock broking, client relationship management and distribution of wealth products. He handles "Equity & Derivative trading desk" and Distribution of Investment Products such as PMS (Portfolio management services), AIF (Alternate investment fund), Mutual Funds, fixed income and SIF ( Specialised Investment Funds).
He has worked at IIFL Securities for more than 10 years and with Wealth Asia/Yaks Asia Pvt Ltd for the last 9 years.
Anchal Rastogi
Associate Vice President - Equity & Distribution
Anchal is part of the leadership team at Wealth Asia group, A PGDM ( Post Graduate dip in Management) with 19 years of experience in Stock broking, client relationship management and distribution of wealth products. Anchal handles "Equity broking and Derivatives desk" and distribution of PMS (Portfolio Management Services), AIF ( Alternate Investment Fund) and SIF ( Specialised Investment Funds) here.
He has worked at IIFL Securities for more than 10 years and with Wealth Asia group / Yaks Asia Private Limited for the last 9 years.
OM Prakash Bidlan
Associate Vice President - Distribution
Graduate with 25 years of experience in distribution of investment products. He handles various investment products such as Mutual funds, Fixed income bonds, PMS (Portfolio Management Services), SIF (Specialised Investment Fund) etc.
He has worked at Elite Wealth Ltd for 18+ years and with the Wealth Asia group for the last 8 years.
Aman Singh
Relationship Manager
Aman is PGDM (Post graduate Diploma in Management) - Marketing from G.L. Bajaj Institute of Management & Research, Gr. Noida. He handles Various investment products such as Equity, Mutual Fund, PMS, SIF for clients from all walks of life including High Networth individuals, NRIs.
Abhishek Chauhan
Relationship Manager
Abhishek is PGDM ( Post graduate Diploma in Management)- Finance from G.L. Bajaj Institute of Management & Research, Gr. Noida.
He handles Various investment products such as Equity, Mutual Fund, PMS, SIF for clients from all walks of life including High Networth individuals, NRIs. He Specialises in making goal based financial plans for clients.
Praveen Kumar
Relationship Manager
Praveen is M.Sc holds various NISM certifications such as Derivatives, Equity dealers module etc and handles Client relationship and Operation at Wealth Asia / Yaks Asia group, Praveen has worked at IIFL Securities for 5+ years and with the Wealth Asia / Yaks Asia group for the last 9 years.