Founded in 2016 by Ujjwal Jain, WealthDesk is a B2B2C investment technology platform based in India. The company's mission is to democratize premium wealth management services for retail investors. Its flagship product, WealthBaskets, are research-backed, theme-based, or model-based portfolios of stocks and ETFs managed by SEBI registered investment advisors and research analysts. WealthDesk operates by integrating with numerous top stockbrokers in India, allowing users to invest and manage these portfolios directly from their existing trading accounts. In May 2022, the company was acquired by PhonePe, a leading digital payments company in India, to further expand its wealth and investment offerings.

Founded in

India