About Us

 

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.

 

 

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