WealthDesk
WealthDesk is an Indian FinTech company that operates an investment technology platform. It serves as an aggregation layer for investment products, primarily 'WealthBaskets,' which are curated portfolios of stocks, ETFs, or mutual funds managed by SEBI-registered investment professionals. The platform integrates with major broking accounts, allowing retail investors to easily invest in, track, and rebalance these diversified portfolios, making wealth management accessible and transparent.
About Us
- WealthDesk is on a mission to revolutionize wealth management in India by creating a unified platform that connects investors, brokers, and SEBI-registered Investment Advisors/Research Analysts. - They aim to make advanced wealth creation strategies accessible, affordable, and transparent for retail investors. - Their core offering, 'WealthBaskets,' allows users to invest in professionally managed, theme-based, or strategy-based portfolios directly through their existing demat accounts, simplifying portfolio diversification and management.
Vision
WealthDesk envisions becoming the preeminent digital ecosystem for wealth creation and management, fostering financial inclusion and empowering individuals to achieve their financial goals through intelligent and transparent investment solutions.
Mission
WealthDesk's implied mission is to democratize wealth management and make curated, high-quality investment products accessible and affordable for every Indian retail investor through an innovative and integrated technology platform.
Culture
- WealthDesk fosters a culture of innovation, continuous learning, and collaboration. - They emphasize problem-solving, customer-centricity, and a strong sense of ownership. - The company aims to empower its employees to drive change in the fintech landscape while maintaining transparency and a results-driven environment.
Specialties & Industries
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