We are a group of Investment professionals with average experience of 15 years, 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), Structured debt, Fixed Income bonds, SGB ( Sovereign Gold Bonds) and " Will & Trust formation" for Estate planning.
At Wealth Asia, 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 AUM across various asset class is Rs 100 Crores and we have 1500 plus clients across products
About The Promoters
Atul Singh, CFP
Director & Head - Investment Services & Sales
A CFP (Certified Financial Planner) from FPSB (Financial planning standard board), USA, Master in Business Economics from Lucknow University, Post Graduate from prestigious IIFT (Indian Institute of Foreign Trade), New Delhi
He has 20 plus years of experience in the investment world, has worked with India Infoline Limited(IIFL), Religare Securities Limited in leadership roles.
Contact : atul@wealthasia.org
Yagyesh Dwivedi
Founder
› FPSB® USA, Investment Planning Specialist
› FPSB® USA, Risk and Estate Planning Specialist
› FPSB® USA, Retirement and Tax Specialist
› FPSB® USA, Associate Financial Planner
› Post Graduate Diploma in Business Management (PGDBM), NMIMS Mumbai, India
› Diploma in Business Management (DBM), Symbiosis Institute of Business Management, Pune, India
› B.Tech (Civil), Symbiosis Institute of Technology, Pune, India
He has 8+ years of experience in Capital market in Equity Investment, Financing and business development
Contact : yd@wealthasia.org
Core Team at Wealth Asia
Arun Gambhir
Graduate with 18 years of experience in Stock broking, client relationship management and distribution of wealth products such as PMS (Portfolio management services), AIF (Alternate investment fund), Mutual Funds, fixed income
He has worked for IIFL Securities for more than 10 years and with Wealth Asia for last 6 years
Anchal Rastogi
Graduate with 15 years of experience in Stock broking, client relationship management and distribution of wealth products such as PMS (Portfolio management services), Mutual Funds, fixed income bonds.
He has worked for IIFL Securities for more than 10 years and with Wealth Asia for last 6 years
OM Prakash Bidlan
Graduate with 23 years of experience in distribution of investment products such as Mutual funds, Fixed income bonds, Tax saving instruments
He has worked at Elite Wealth Ltd for 15 plus years and with wealth Asia for last 5 years
Rakesh Pandey
Graduate with 15 years of experience in Equity Broking, Real Estate and banking
He is with Wealth Asia for last 2 years