WealthDirect: Wealthcreators of 2020
Turned Crisis into opportunity
Investor Trust, Transparency & Quality Relationship are the Pillars behind the phenomenal growth of WealthDirect. With strong governance, wisdom & insight WealthDirect hold deep commitment towards its client needs & aspirations with analytical vigour & strong research capabilities. By matching opportunities with confidence, WealthDirect helped client lead in the game of wealth creation.
Incepted in 2011, WealthDirect has stood its ground by putting into effect the years of experience gained by the founders of the company – Vipin and Shekhar, the Directors of WealthDirect, have devoted their Financial management skills which focussed on Risk Management and have Experience managing through Several market cycles – Recession, Recoveries and Multiple up & Down trend. Their Blended approach allows Investor to take advantage of uncertain & Evolving Market. With their Unique Behavioural Finance Methodology they try to Minimise the Emotional aspect about investing and apply a tactical approach with a goal of Reducing Volatility while Delivering consistent Long Term Return.
They strive to provide their clients a tailored Solutions that suits their specific needs. They add a human touch to the entire process, understanding every client’s financial position, desires, and counselling them accordingly.
THE COMPANY PROVIDES A MYRIAD OF FINANCIAL SERVICES LIKE:
- Investment Solutions
- Mutual Funds.
- Tax Advisory Solutions.
- Insurance & Protection Solutions
- Retirement Solutions
- Child Education Solutions
- Fixed Income Solutions.
DIGITAL BECOMES MAINSTREAM
Covid has turned out to be the biggest digital transformation in India , WealthDirect (MFD) has been focused to be paperless since the day they have started as a result they have been able to take the benefit in such a difficult situation, They were able to transact online for almost all of their investors & utilised the correction as an investment opportunity & helped their investors Rebalance the portfolio with ease at the comfort of their home during lockdown. Since their onboarding process is also online & Simple. WealthDirect team has not faced any issue in on boarding new clients & business activity runs as usual. Vipin Bhutani Said “In this backdrop we believe & realize technology will be the biggest enabler & will decide how fast we can grow & Bring in Maximum Value to investors”.
CONTINOUS INNOVATION FOR CONTINOUS IMPROVEMENT
With innovation being the life blood of successful organisation, WealthDirect uses latest state of the art research tool & capabilities , WealthDirect continuously create superior risk adjusted solutions for its investors.
Wealth Direct makes use of technological advancements like Goal GPS, 3D Personal Financial Analysis, Portfolio X-ray System, FinaMetrica, Risk Profiling System, and so on.
The company’s mission is to increase financial literacy among Indians and make them capable of discerning the difference between a good and a better financial product. The company ensures that the investors get a real time update by tracking & transacting through a single unified login. Additionally, it also offers insurance management, IPO, bond, tax planning and other services that cover the entire spectrum of wealth planning and management.
SHEKHAR STATES, “With the implementation of advanced technologies like Goal GPS and Fina Metric Profiling System, we try to capture the details of the investors and do the work according to their requirements, along with gradually improving our application.”
‘YOU’ COME FIRST
What sets WealthDirect apart is their focus on offering the very best to their clients by understanding their concerns inside and out. The company’s motto is “Involve to Evolve”, which ascertains that the company involves itself deeply with the client’s financial concerns and evolves along with those very concerns.
THE COMPANY IS DEDICATED TO ‘YOU’, WHICH STANDS FOR:
Your Goals
Our Commitment
Unbelievable Wealth Creation
Their consideration of ‘YOU’ as their most valuable investment is what makes them unique. Their basic ideology starts with ‘YOU’, and their only goal is to make ‘YOU’ financially successful. To achieve this, WealthDirect maintains open communication with its clients, and keeps them in the loop through the entire investment process.
ACHIEVEMENTS AND FUTURE PLANS
From tax reduction strategies to retirement plans, WealthDirect helps its clients through every possible financial management process. To every client they promise from the very beginning of the relationship an authentic and unbiased expert opinion along with relevant knowledge and guidance around their current financial situation and their goals. They keep their clients aware of current trends and actual scenarios of the industry.
For their future prospects, the company has plans to work with a digitalised Financial Planning model and aims to grow the business across the boundaries. WealthDirect has been showered with recognition and awards since its inception, some of which include:
- Recognized by Hindustan Times and various magazines for outstanding performance and CSR activities
- 2015 – Prosperity Advisor Award 2015
- 2016 – Upper Crust Award 2016
- 2017 – Among India’s 25 Most Promising Financial Consultants By Consultant Review Magazine
- 2018 – Emerging Fintech Startup 2018 By Insight Success Magazine
- 2019 – Consultant of the year 2019 By Business Connect Magazine
The company is evolving with changing times & is growing leaps & bounds, the team approach remains simple & professional. It is safe to say that wealthdirect is poised for further growth in the years to come. The company has laid out solid expansion plans for the future to increase their visibility across various Indians cities by continue to improve on continuous basis wealthdirect is striving to realise their vision of to be among the leading Financial Services companies in India.
