WealthDesk

Cutting edge investment technology to

Grow Your Business

  • Unified Investment Ecosystem

  • For Manufacturers and Distributors

India's best ecosystem

Partners
50
Active Users
1Cr
Transactions
200Cr

Unified investment ecosystem

Check Our Partner Companies From Various Investment Domains

Who Partners With Us

  • All
  • WealthBasket Managers
  • Brokers
  • Distributors
  • EWG
Rupeeting
OpenQ
ICICI Prudential Mutual Fund
Arun Asset
Kotak Cherry
Lotus Dew
Gulaq
Phillip Capital
Alf Accurate
Investor AI logo
Edelweiss
Jama Wealth
5 Paisa
Jhaveri Trade
Mentat Wealth
Tikona Capital
Prospareto
Dhan
FinKasturi
Aditya Birla Money
Abakkus
IIFL
Plindia
Tamohara
flip it news
Arihant Capital
Sushil Finance
Finmo Lite
Zerodha
Upstox
Motilal Oswal
Anandrathi
BP Wealth
acs
raghunathan
renaissance
ICICI Direct
jm financial
pms bazar
algosmith
yess securities
religare
pesb
We are invested in your success

Why partner with us?

Grow Your Reach & Business

Grow Your Reach & Business

Scale Your Advisory And Research Through WealthBaskets
Scale Your Advisory And Research Through WealthBaskets

WealthDesk is a technology platform that distributes your Equities & ETFs based research portfolios (Active /Passive /Discretionary /Fundamental /Technical) across a growing retail investor base.

Expand Distribution Across Both Offline And Online Clients
Expand Distribution Across Both Offline And Online Clients

Helps increase Assets Under Advisory (AUA) through large scale online and offline retail distribution capabilities of WealthDesk, helping you to scale wealth management and advisory businesses.

Build And Expand Your Own Retail Brand
Build And Expand Your Own Retail Brand

WealthDesk Business provides you with a dedicated B2C platform with your own branding to let your customers discover your products, invest and track seamlessly through broking with comprehensive CRM tools to communicate with your customers.

Engage & Retain Your Customers

Engage & Retain Your Customers

Empower Your Partners, Franchisees And Sub Brokers
Empower Your Partners, Franchisees And Sub Brokers

Distribute in house and third party WealthBaskets to clients in every corner of the country with full support for franchisees and sub brokers.

Manage Relationships And Not Operations
Manage Relationships And Not Operations

Helps increase Assets Under Advisory (AUA) through large scale online and offline retail distribution capabilities of WealthDesk helping you scale wealth management and advisory businesses.

Powering Success Through Innovation

Powering Success Through Innovation

India's Best Investment Product Ecosystem
India's Best Investment Product Ecosystem

WealthDesk is uniquely positioned to provide a plug and play end to end technology platform for all stakeholders in the investment ecosystem because of partnerships with 63 moons ODIN connector, top brokers and advisors

Success Stories

Quantech Capital

Since advisory portfolio needs to be replicated in investor's demat account, both the amount as well as date/time of investment has a bearing on the risk/return profile of the investment. WealthDesk not only provides us the last mile connectivity with the broker's execution engine