Unified investment ecosystem
Why partner with us?We are invested in your success
Grow Your Reach & Business
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
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
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
Empower Your Partners, Franchisees And Sub Brokers
Distribute in-house and third party WealthBaskets to clients across the country with full support for franchisees and sub brokers.
Manage Relationships And Not Operations
WealthDesk's advanced technology takes care of the operations and execution of trades, letting you focus on more important stuff of strengthening relationships with your clients
Powering Success Through Innovation
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
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, but also have created custom processes to suit the specific logic requirements of OpenQ portfolios. We are very happy with how this relationship has grown and look forward to working with the WealthDesk team in the long run.