About Us

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 150 Crores and we have 2000 plus clients across products



About The Promoters

Atul Singh, CFPCM
Director and "Head - Investment Services & Broking"

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 22 plus years of experience in the investment world. He has worked as Associate Vice President at IIFL Securities Ltd, as Vice President at Religare Securities Ltd and as Vice President at Nirmal Bang Securities Ltd.

Contact : atul@wealthasia.org


Yagyesh Dwivedi, CFPCM
Founder and CEO

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

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 Capital market in Equity Investment, Financing and business development.

Contact : yd@wealthasia.org




Core Team at Wealth Asia

Arun Gambhir

A Post 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 7 years.


Anchal Rastogi

Post 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 7 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 6 years.