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HomeSuccess StoryWealthDesk Success Story: B2B2C Investment Technology Platform

WealthDesk Success Story: B2B2C Investment Technology Platform

WealthDesk Success Story 

WealthDesk success story is India’s pioneering B2B2C platform that captures the entire Investment/Asset Management/Advisory value chain from portfolio creation on top of Equities and ETFs which are productized into investment products called WealthBaskets.

WealthDesk is driving the Investment product side innovation in India. It has 50+ partners who leverage WealthDesk’s platform to realign their broking and advisory offerings. This includes renowned full-service brokers such as Motilal Oswal, JM Financial, Anand Rathi, Prabhudas Lilladher, among others. As a B2B2C SaaS platform in this space, WealthDesk can get B2B on its platform and create a bigger ecosystem at scale.

WealthDesk – Company Highlights

  • Startup Name-WealthDesk
  • Founders-Ujjwal Jain (CEO), Yuvraj Thakker (Co-founder & NED)
  • Founding Year-2016 (Went Live in 2018)
  • Headquarters-Mumbai
  • Sector-Fintech/Investment Platform
  • Website-wealthdesk.in

About WealthDesk

WealthDesk is a B2B2C Investment Technology platform founded in 2016. WealthDesk enables portfolio-based investing on top of stocks and ETFs (Exchange Traded Fund) consolidating advisory, broking, asset, and wealth management ecosystem. It is India’s pioneering B2B2C platform that captures the entire Investment/Asset Management/Advisory value chain from portfolio creation on top of Equities and ETFs which are productized into investment products called WealthBaskets; WealthBaskets are enabled for large scale distribution through broking partners with strong network effects.

With this dual strategy, WealthDesk drives the Investment product side innovation in India on top of Equities and ETFs (beyond Mutual Funds) and build a highly scalable distribution network for distributing these products at scale through the Broking ecosystem. The team is also pretty keen on focusing on the first-time investors as they are digitally savvy and will appreciate the benefits of the advised wealth management.

WealthDesk – Founders and Team

Ujjwal Jain is the founder and CEO of WealthDesk. Yuvraj Thakker is the Co-founder of WealthDesk.

WealthDesk Founder

Ujjwal Jain – Founder & CEO, WealthDesk

Reminiscing the journey towards inception of WealthDesk, Ujjwal Jain (Founder & CEO of WealthDesk) says –

“I have almost a decade’s experience of working in the fund management industry. During my working tenure with DE Shaw (Wall Street based Hedge Fund), I got an opportunity to shift to Mumbai for a strategic India focused stint, this made me realize the massive India FinTech opportunity in asset management, fund management, advisory and broking. With it, I also realized that while I had demonstrated capabilities in the technology-driven active hedge fund industry, I needed to deep dive into how the Index/ETF-based passive industry works. I then took on a role with the MSCI Mumbai office and worked closely with the MSCI Geneva office which drives the Index business globally.

During the research phase about India, I met several brokers and asset managers in Mumbai to understand their challenges and that of the sector at large. That’s when I clearly saw how technology could address most of the challenges that they are facing, and I began working towards it. During my research phase, I also met Yuvraj, who runs a Brokerage house as a third-generation stakeholder.

I believe that AWS has been a key enabler in our success story. Even without offering financial services, AWS has played an instrumental role in reshaping India’s financial landscape. AWS is the technological backbone of many FinTech companies, including WealthDesk, where product innovation through engineering is the integral component of value creation”

WealthDesk – Product and USP

The product is the WealthDesk platform and it provides two key offerings – For the retail investors and businesses. WealthDesk is a B2B2C Platform ecosystem with one single SaaS offering of Business platform and multiple WealthDesk Consumer SaaS Deployment(B2C) for Brokers and Advisors.

WealthDesk Business along with WealthDesk Consumer platform ecosystem enables Brokers, SEBI Registered Investment Advisors, Portfolio Managers, Research Analysts to manufacture and distribute their Stock/ETFs research as an Investable Portfolio called WealthBasket and distribute to Retail Investors through an ever expanding WealthDesk Consumer multi-broker ecosystem with seamless execution.

Traditionally investors, brokers and their research & advisory arms, SEBI registered advisors and research houses used to work in silos. This model of engagement does not allow them to serve retail investors and traders with right research and portfolio strategies thus leading to suboptimal returns, misalignment of goals/incentives and is operationally non-scalable to build assets under advisory businesses on top of Equities and ETFs, etc.

WealthDesk – Challenges Faced

Yet another challenge was to make retail investors look at markets with wealth creation goals and understand where and how to invest smartly and avoid mis-selling and wrong choices. Given it is still a push-based product, the journey to get first time investors into markets or making someone build a habit for moving savings into investments following a process and with discipline is difficult. Lot of effort needs to be made in that direction as an ecosystem

These challenges were overcome by bringing better Investment Products (WealthBaskets) in Indian markets that were beyond Mutual Funds for retail Investors on top of SEBI Registered Investment Advisory and Research Analyst licenses using Stocks and ETFs. The objective behind WealthDesk is to serve first time to seasoned investors with products previously accessible in the form of investable instruments. Also, drive the future of Digital Asset and Wealth management in India at scale and penetrate markets to a large extent across India.

WealthDesk – Growth and Current Status

Currently, WealthDesk has 50+ partners who have leveraged WealthDesk’s platform to realign their broking and advisory offerings around SmartBeta, Factor based Thematics, Sectoral, Asset Allocation based ETF WealthBaskets that are driving a new product ecosystem.

Some of the leading investment advisors such as Quantech Capital (OpenQ), Finmo, Renaissance Investment Managers, Tamohara, Wright Research, etc. are on WealthDesk.

WealthDesk – Future Plans

WealthDesk’s focus for the future has always been on expanding beyond mutual funds and portfolio management services. With the support and help from its partners, the team believes that they can drive the future of investing in Indian capital markets.

WealthDesk – FAQs

What is WealthDesk?

WealthDesk is India’s pioneering B2B2C platform that captures the entire Investment/Asset Management/Advisory value chain from portfolio creation on top of Equities and ETFs which are productized into investment products called WealthBaskets.

Who are the founders of WealthDesk?

Ujjwal Jain is the founder and CEO of WealthDesk. Yuvraj Thakker is the Co-founder of Wealth Desk.

What is WealthBasket?

WealthDesk Business along with WealthDesk Consumer platform ecosystem enables Brokers, SEBI Registered Investment Advisors, Portfolio Managers, Research Analysts to manufacture and distribute their Stock/ETFs research as an Investable Portfolio called WealthBasket

When was WealthDesk founded?

WealthDesk was founded in 2016. The WealthDesk platform went live in 2018.