Way2Wealth provides a wide range of personalized wealth-management and investment services to its retail and institutional clients. These include equities, commodities and currency trading, portfolio advisory and management services, investment advisory services, distribution of mutual funds, IPOs, loans and insurance, as well as online securities broking and depository services. Way2Wealth also provides fee based personal financial planning services for its retail and corporate clients.

Investment Management

Retail

Way2Wealth Brokers Pvt. Ltd.

Sundeep Bhatia

Brajendra Talesara

Kundan Kumar Mishra

Madhura Apte

Prasad Patil

Sandhya Vadiraja

Rima Srivastava

Jatin Shah

Ashish Trivedi

The Management Team at Way2Wealth Brokers Pvt. Ltd. oversees and coordinates the strategic direction and daily operations of the company. Comprising senior executives and regional heads, the team ensures the effective implementation of wealth management services, operational efficiency, new project initiatives, and business development. They also focus on optimizing client relationships, enhancing service offerings, and driving overall business growth.

Management Team

Leadership Team

Management Team

About

Team members

Other teams at Way2Wealth Brokers Pvt. Ltd.

Leadership Team