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Financial experts at your service

We’re persistent in our efforts to provide simple solutions to complex problems. We leverage our expertise to assist you in achieving your objectives.

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About Us

We are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities, Insurance, etc.

At Wealthstreet, we firmly believe that smart Investing today is the key to a brighter, profitable and tension free tomorrow. We provide customized financial solutions to our clients to help them achieve their goals. Our experience as financial experts allow us to accurately analyze your risk appetite and future goals to perfect a wealth generation plan ideal for you. A right blend of Personal Touch and Technology that you always wanted. Our passionate and committed team is at your service.

Spearheaded by experienced and expert professionals, we have presence in key geographies across India (Gujarat, Maharashtra, Odisha, Rajasthan, West Bengal, & New Delhi) and further expanding at a brisk pace.

When you collaborate with us, you are taking a step towards empowered financial health.
Plan your finances well and secure your financial future.

18,000+

Happy Clients

300 + Touchpoints*

Large Network

125+

Dedicated People

120+

Years of Collective Experience
*Including Partners/ Authorized Persons.
OUR VISION

The ideal partner for all financial requirements

To be the favoured destination for all the financial requirements, be it an investment of funds or insurance needs, for both Individuals and Corporates.

OUR MISSION

Financial solutions that align with your needs

To provide an ideal financial solution which is aligned with the needs, goals, & risk appetite of our clients.

OUR PHILOSOPHY

Trust
We are absolutely transparent and fair in our dealings and conducts with our clients.
Respect for Risk
We are passionate and committed to provide the best of the services to clients, hence, we will always try to balance risk and rewards for clients.
Client Suitability
We ensure that the products offered to our clients are completely aligned with their requirements, goals, and risk appetite.
Long Term
We provide a business culture which fosters long-term growth. Short-term profits, under any circumstances not aligned with long-term objectives will be sacrificed.
Meet Us

Meet Our Founders

AJAY SARAOGI
CEO

A Chartered Accountant by profession having a rich experience of over 25 years in the financial services industry. He has served as Head of Retail Broking division at one of the topmost financial services companies of India. His key areas of expertise are Wealth Management, Broking Operations, Insurance, Corporate Finance, Strategic Investing, among others. He co-founded Wealthstreet Financial Services Private Limited in the year 2016.

RAKESH LAHOTI
CEO

A Chartered Accountant by profession having a rich experience of over 25 years in the financial services industry. He has served as Head of Retail Broking division at one of the topmost financial services companies of India. His key areas of expertise are Wealth Management, Broking Operations, Insurance, Corporate Finance, Strategic Investing, among others. He co-founded Wealthstreet Financial Services Private Limited in the year 2016.

KUNAL MEHTA
CEO
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JOLIT SHAH
CEO
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KAMLESH TRIPATHI
CEO
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Human Touch and Technology in the right blend to engineer your successful financial future.

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Contact Us

Wealthstreet is one-stop solution for all your financial requirements.

  • 079-66775500
  • welcome@wealthstreet.in
  • A-1101, Mondeal Heights, S.G. Highway, Ahmedabad - 380015
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© 2021 Wealthstreet Financial Services Private Limited. All Right Reserved.

Wealthstreet refers to Wealthstreet Financial Services Private Limited. Wealthstreet Financial Services Private Limited, CIN: U74999GJ2016PTC094432, SEBI Reg No. : INZ000157331, Member of NSE(90118), BSE(6668) and MCX(55870). Wealthstreet Financial Services Private Limited acts in the capacity of AMFI Registered Mutual Fund distributor ARN – 118251 valid with effect from 09/01/2017 up to 08/01/2026.

Mutual Fund Investments are subject to market risks. Please read all scheme related documents carefully before investing. Investment in the securities involves risks. The user is required to undergo risk profiling before investing. Guided view is indicative in nature and is based on the information provided by the user voluntarily. Each user of this information should make such investigation as it deems necessary to arrive at an independent evaluation of an investment in the securities of companies referred here (including the merits and risks involved), and should consult his own advisors to determine the merits and risks of such investment. Past performance is not necessarily a guide to future performance.

The information contained in this website is for general information purposes only. The information is provided by Accord Fintech Private Limited. While we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the timeliness, completeness, accuracy, reliability, suitability or availability with respect to the website or the information or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk. Wealthstreet Financial Services Private Limited shall not be in any way responsible for any loss or damage that may arise to any person from any inadvertent error in the information contained in this website.

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Broking and DP services offered by Wealthstreet Financial Services Private Limited under SEBI Registration No.: INZ000157331 (Member of NSE(90118), BSE(6668) and MCX(55870)) and IN-DP-CDSL-361-2018 (DP with CDSL). Investor grievance resolution team, Tel: 079-66775500, Email ID: grievance@wealthstreet.in. Name of the Compliance Officer for Trading & DP – Mr. Suren Pandya, Email ID: compliance@wealthstreet.in. Corporate Office: A – 1101, Mondeal Heights, S.G.Highway, Ahmedabad – 380015.; Tel. 079-66775500.

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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.