Founded in 2016, WealthDesk is an internet-scale investment technology platform that’s building the Unified Wealth Interface (UWI) for the asset and wealth management ecosystem on top of broking. UWI is powered by the WealthDesk Platform and is built on top of the Embedded WealthDesk Gateway (EWG). EWG enables retail investors to seamlessly invest across mobile apps and websites through their broking accounts. WealthDesk captures the entire investment/asset management/advisory value chain from investments on top of equities and ETFs, productizing these into investment products called WealthBaskets, and then enabling large-scale distribution through SEBI-registered broking partners with strong network effects.
Streamline all Back End Operations so that you can save Time & Money and focus on GROWING YOUR BUSINESS.
Accounting & Tax: Let us crunch the numbers, so you can focus on growing your business.
Virtual CFO: Experience financial success with a Virtual CFO by your side.
Internal Audit: Gain peace of mind with our comprehensive internal audit services.
Company Secretary: Let our experienced Company Secretary guide you through corporate compliance effortlessly.