In a era of constant changing and volatile financial Market, Investors need an Qualified /Trained and unbiased professional to assist them in achieving their short term and long term Investment goal.
At WealthApp our single utmost aim is to assist clients with dedication and integrity so that we exceed their expectations and build enduring relationships.
SOUMYAJIT GHOSH (Director)
Soumyajit Ghosh is the Founder Director of Wealthapp Solution Pvt Ltd. He brings in 2 decades of Wealth Management experience having served some of the most respected names in Banking and Financial Services. Its his vision to take quality Financial Planning by effectively using the digital platform. In 2014, he started his entrepreneurial journey by setting up 2 of the fastest growing financial planning firms in India.
Soumyajit started his journey in 1996 as an Investment Banker and held key positions in SBI Funds Management, ANZ Grindlays/Standard Chartered Bank and ABN AMRO Bank. His last assignment was with Citigroup, where he was Director Wealth Management. Soumyajit had the rare privilege to meet the ABN AMRO Bank Board members in Amsterdam as one of the brightest global talents and share his synergy idea in 2003.
Soumyajit is a Science Graduate with a Masters in Finance. He did a Specialisation Diploma in Marketing and a Certification in Financial Planning (CFP). He believes India needs atleast 1 lakh qualified financial planners and each of the 2000 CFPs has to play a pivotal role in this regard.
Abhishek Mehrotra has joined Wealth App Solutions Pvt Ltd as Regional Director - South, based in Hyderabad.
He has 17 years of rich work experience in financial services industry... He has worked for reputed organisations like ABN - AMRO Bank , Reliance Mutual Fund and ICICI Bank ... His last assignment was with ICICI Bank where he was working as Investment Specialist in Wealth Management vertical.
Abhishek has his MBA in marketing and finance and wishes to take "Goal Based Financial Planning" to professionals who value personalised advice.
Payal chatram has joined us as Director - Business development, based in Bengaloru.
She brings with her more than a decade of experience in relationship and client management being associated with some prominent names in the banking industry.
Payal started work in the year 2003 as a customer service officer with ABN Amro and from there moved as a private banking relationship manager with Deutsche Bank. Her last assignment was with Reliance mutual fund as Relationship manager - Banking and national distribution.
She aims to deepen her knowledge with wealthapp solutions pvt ltd and provide meaningful financial solutions to suit individual customer needs.
To get a fresh perspective on how to manage your finances and achieve all your life’s goals, do Contact us