A Chartered Accountant by profession having a rich experience of over 25 years in the financial services industry. He has served as Head of Retail Broking division at one of the topmost financial services companies of India. His key areas of expertise are Wealth Management, Broking Operations, Insurance, Corporate Finance, Strategic Investing, among others. He co-founded Wealthstreet Financial Services Private Limited in the year 2016.
Financial experts at your service
We’re persistent in our efforts to provide simple solutions to complex problems. We leverage our expertise to assist you in achieving your objectives.
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About Us
We are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities, etc.
At Wealthstreet, we firmly believe that smart Investing today is the key to a brighter, profitable and tension free tomorrow. We provide customized financial solutions to our clients to help them achieve their goals. Our experience as financial experts allow us to accurately analyze your risk appetite and future goals to perfect a wealth generation plan ideal for you. A right blend of Personal Touch and Technology that you always wanted. Our passionate and committed team is at your service.
Spearheaded by experienced and expert professionals, we have presence in key geographies across India (Gujarat, Maharashtra, Odisha, Rajasthan, West Bengal, & New Delhi) and further expanding at a brisk pace.
When you collaborate with us, you are taking a step towards empowered financial health.
Plan your finances well and secure your financial future.
37,000+
Happy Clients
800 + Touchpoints*
Large Network
125 +
Dedicated People
120 +
Years of Collective Experience
*Including Partners/ Authorized Persons.
OUR VISION
The ideal partner for all financial requirements
To be the favoured destination for all the financial requirements, be it an investment of funds or needs, for both Individuals and Corporates.
OUR MISSION
Financial solutions that align with your needs
To provide an ideal financial solution which is aligned with the needs, goals, & risk appetite of our clients.
OUR PHILOSOPHY
Trust
We are absolutely transparent and fair in our dealings and conducts with our clients.
Respect for Risk
We are passionate and committed to provide the best of the services to clients, hence, we will always try to balance risk and rewards for clients.
Client Suitability
We ensure that the products offered to our clients are completely aligned with their requirements, goals, and risk appetite.
Long Term
We provide a business culture which fosters long-term growth. Short-term profits, under any circumstances not aligned with long-term objectives will be sacrificed.
Meet Us
Meet Our Founders
AJAY SARAOGI
CEO
RAKESH LAHOTI
CEO
KUNAL MEHTA
CEO
JOLIT SHAH
CEO
KAMLESH TRIPATHI
CEO
Human Touch and Technology in the right blend to engineer your successful financial future.
