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One-stop Solution for All Your Financial Needs

What do you want to do today?

Discover our full range of financial services

Our wide selection of investment products and services means that you can pick the option that best fits your objectives.

Stock Broking

Trade & invest in the stock market online, offline, or even on our mobile trading app.

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Mutual Funds
Insurance

Get help selecting the perfect insurance covers to secure your financial future.

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Why choose Wealthstreet?

Because your best interest is ours too.
Unbiased Solutions That Suit Your Needs

At Wealthstreet, we do not sell products, we advise solutions. We tailor our offerings in a way that best suits your personality & investment style.

Personalized Advice From The
Experts

All our advisors are specialized in the field of Finance and having considerable experience in the industry.

24x7 Access To Portfolio

Our clients get round-the-clock access to their portfolios, irrespective of the place, time, or device they use.

When You Grow, We Grow Together

Our success is determined by our client’s success. This philosophy is rarely found with traditional advisors.

Wealthstreet Offerings

One-stop Shop
One place for all your trading, investment, and insurance needs.
Digital Account Opening
Paperless and hassle-free onboarding process.
Top-notch Digital Platforms
Lightning fast, easy to use, efficient, and secure Apps.
Omni-Channel Support
Dedicated RM, Email Support, WiVA – a smart virtual assistant available on web & WhatsApp 24x7 *365 days.
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Invest & Track Anytime, Anywhere

Get a winning edge in your trades with our trading & investment solutions built on a powerful, modern platform.

iwealth App

Trade and monitor your investments on the go with our all-new mobile trading app.

  • All-in-One – Trade in Equities, F&O, Commodities, and Currencies
  • Get real-time quotes from NSE, BSE, and MCX
  • Research Calls, Notifications & Alerts
  • Fingerprint Lock/Unlock for better safety
  • Easy online fund transfer and instant trading limits
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iwealth Web

A sophisticated web application for clients who are actively engaged in the stock market and do frequent trading.

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Wealthstreet Desk

A web-based platform with an intuitive and user-friendly interface facilitating mutual fund transactions and for tracking all your investments.

  • Round-the-clock access
  • All assets under single platform
  • Easy to use Investing tools & calculators at your fingertips
  • Single login for all your family accounts
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Wealthstreet elite
service free for 1st year*

Meet our intelligent virtual assistant

Hi there!
I'm WiVA.

I am here to help you out with all your investment-related queries. you can chat with me anytime, anywhere.

To chat on WhatsApp, simply save +9176000 97098 on your mobile and send me "Hi".

Partner with us to rapidly proliferate your wealth management business.

We help our partners to increase their productivity and in turn achieve their business growth.

Digital Platform

  • Client Onboarding
  • Transactions
  • Reports
  • Tools
Sales & Marketing support
Training Assistance

Knowledge Centre

Introduction to equity market
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Introduction to Mutual Funds
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Introduction to Derivatives
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Customers Speak

Here’s what our clients are saying about their experience with us.

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Important Guidelines for Your Protection 1. Update Your Contact Information Ensure that your mobile number and email address are up to date with your stock broker and depository participant (DP). This ensures you receive real-time alerts directly from the exchanges regarding any debit or important transactions in your demat account. 2. Simplified IPO Subscription Subscribing to an IPO is easier than ever—no need to issue cheques! Simply provide your bank account number and sign the application form to authorize your bank to make the payment upon allotment. Your funds remain safe in your account until then. 3. One-Time KYC Process Know Your Customer (KYC) is a one-time requirement. Once completed with a SEBI-registered intermediary (broker, DP, mutual fund, etc.), you won’t need to repeat it for other intermediaries. 4. Be Cautious of Unsolicited Advice Stay alert to unsolicited emails, SMS messages, or calls that suggest trades. Make informed investment decisions based on thorough analysis and avoid acting on rumors or tips. 5. Report Wrongdoing and Unethical Practices If you become aware of systemic issues, potential fraud, or unethical practices, report them anonymously through the dedicated portals on the BSE, NSE, MCX, NCDEX, and CDSL websites. 6. Always Use SEBI-Registered Intermediaries To ensure the security of your investments, always transact through SEBI-registered intermediaries. This safeguards your trading experience and aligns with regulatory standards. These guidelines are issued in the interest of investors for a safer and more secure trading environment.