Company Information

Get to know Way2Wealth

Way2Wealth Brokers Private Limited is a major financial services company in India, operating as a subsidiary of the Coffee Day Group. Originally incorporated in 1984 as SREI Capital Markets Ltd and later part of the Shriram Group, the company has a long history in the Indian financial sector. It provides a comprehensive suite of services including equity, derivative, commodity, and currency broking, alongside wealth management, portfolio management services (PMS), mutual fund distribution, IPOs, and insurance products. With a pan-India presence, Way2Wealth aims to be a one-stop-shop for the diverse financial needs of retail and institutional investors.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Way2Wealth

India

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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2017

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.