Wallet Wealth LLP
Wallet Wealth LLP is a leading organisation in the financial services space. We distribute various financial products that’s tailor made to the needs of retail and HNI’s. The requirement of HNI’s are very unique and hence these needs are to be addressed very personally. Wealth Building is moving the wealth from your wallet and hence we are renowned as ”Wallet to Wealth”.
Our product selection process begins with an in-depth look into your financial life. We spend a significant amount of time taking your inputs and making sure that we have all the details required regarding your life goals and finances, before we proceed to build your Portfolio.
We are pioneers and have a rich experience of 25 years in wealth management and financial planning. We helped more than 1000+ families in bringing disciplined approach towards investments which in turn helps them meeting their financial aspirations. Most importantly, we follow a thoroughly unbiased way of working and only recommend those products to you that are in your best interests.
Our product selection process lays strong emphasis on your active involvement while identifying the appropriate, successful solutions for your life goals. Our team of experts will help you to undertake need based, holistic asset allocation approach to achieve your financial goals and dreams.
We are AMFI certified Mutual Fund Distributors and deal with wide array of asset classes like mutual funds, corporate fixed deposits, Portfolio Management Services, Gold Bonds Capital Gain Bonds, Life Insurance, Health Insurance and REIT (Real Estate Investment) in a single online investment platform.
Our top-notch financial coachers are experts in the field of personal finance and investment & their experience has immensely contributed in bringing customer delight and great accolades to Wallet Wealth
Name : Kamakshi Sridharan
Designation : Founder Director
Experience: Bachelor Degree in Business Management and having more than a decade old experience in the financial services and handhold clients in managing their finances in a better way. Qualified MDRT member in 2019 and have represented India in a prestigious MDRT conference held in USA. Possessed an excellency award for client servicing from various mutual fund companies.
Name : S. Sridharan
Designation : Business Head – Research & Training
A recipient of the prestigious ‘Associate Financial Planner’ title for retirement planning and employee benefits from the Financial Planning Standard Board Having more than a 1.5 decade of experience in financial planning space. He worked in the top notch financial advisory firms like FundsIndia, Quantum, Allegro Capital. An active contributor on personal finance magazines like moneycontrol.com, financial express, times of India, UTI Swatantra, Nanayam Vikatan etc.,
Name : A Krishnaraj
Designation : Sr. Manager - Investments
Experience : A science graduate having 25+ years of experience in the field of financial advisory, marketing and client servicing. He is an AMFI Certified professional. Got an award for an excellence in client servicing during 2015 by a well reputed multinational company. Formerly worked with the multinational brands Panasonic, Sharp and IT-Kids in the franchise marketing and client servicing department.
Name : C. Bharathiraja
Designation : Dy. Manager – Operations/Investments
Experience : Has done a Management Degree with sound knowledge in Mutual Fund Operation. His expertise helps in resolving client queries in a timely manner keeps client delighted on the services. Has got 8 years of experience in the client servicing and mutual fund operation. Formerly worked with reputed Companies like CAMS, Funds India and been in the servicing clients in both HNI and Retail category.