Company Information

Get to know Wealth Discovery Group

Wealth Discovery Group was founded to simplify the complex process high-net-worth individuals face when searching for a suitable wealth manager. The company operates as an independent matching service, first understanding a client's unique financial situation, goals, and preferences. It then leverages its network of extensively vetted wealth management firms to introduce the client to a shortlist of 2-3 of the most appropriate managers, facilitating the selection process without charging the client a fee.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Wealth Discovery Group

India

Founded in

1999 (27 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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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.