Introducing our Unified Wealth Management Platform - a revolutionary solution designed to transform the way you manage your investments.
With our platform, you can effortlessly visualize your financial goals, track your investments, receive expert trading advisory, and optimize your portfolio, all from one convenient location.
Say goodbye to the hassle of juggling multiple applications and hello to streamlined investment management.
Our platform empowers you to take control of your financial future with confidence. Experience the power of unified wealth management and unlock your full investment potential today!
About WealtFly
At WealthFly, we recognize the fast-paced and ever-evolving nature of the financial markets. In order to enable our clients to navigate the market and take advantage of possibilities, it is our duty to provide them with the tools, information, and personalised plans they require. We are confident that by combining technology-driven solutions with professional advice, we can assist our clients in successfully achieving their financial objectives.
At WealthFly, we prioritise the development of strong relationships with our clients that are founded on respect, honesty, and competence. To guarantee that our clients' financial needs are successfully satisfied, our team is dedicated to providing great service and prompt support. Through continual education and training, we stay abreast of market trends and regulatory changes, enabling us to give our clients advice that is pertinent and current.
Type of Equity Funds by Market Capitalization
With expert fund management, risk reduction through diversification, small ticket sizes, and tax efficiency, equity mutual funds enable investors to take equities exposure.
10+ years of research expertise
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High tech mobile app for traders and investors
Happy clients
Founders
We are a group of passionate, independent thinkers who never stop exploring new ways to improve trading for the self-directed investor.
Amar Thakare
Co-FounderA seasoned technology entrepreneur, Amar runs everyday operations at WealtFly and sets the company’s business direction. Amar’s 12 years of experience as Portfolio Manager and deep understanding of Indian financial markets drives WealtFly’s business direction.
Sunil Vora
Co-FounderSunil with more than 12 years of rich experience in the domain of fundamental analysis.
Founding Team
Jayashree Chordiya
Financial Analyst & Goal PlannerOver 10 years of financial analysis techniques and goal management strategies, fostering a cohesive approach towards achieving financial objectives and driving impactful outcomes.
Pravin Raundal
Cheif Marketing OfficerPravin is expert in crafting innovative marketing strategies that resonate with target audiences and deliver measurable results, driving business success.
Rupkumar Sontakke
Technical Analyst & Algo Trading ExpertRupkumar brings many years of analysis experience at WealtFly and works alongside the product team to build our product roadmap, having a keen knowledge of algo trade.