Cutting edge investment technology to

Grow Your Business

  • Unified Investment Ecosystem

  • For Manufacturers and Distributors

India's best ecosystem

Partners
35
Brokers
15
RIA/RA
15

Unified investment ecosystem

Who Partners With Us

Check Our Partner Companies From Various Investment Domains
  • All
  • Brokers
  • Advisors
  • Distributors

Why partner with us?

We are invested in your success
Grow Your Reach & Business

Grow Your Reach & Business

Scale Your Advisory And Research Through WealthBasketsScale 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 ClientsExpand 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 BrandBuild 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 BrokersEmpower 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 OperationsManage 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

Powering Success Through Innovation

India's Best Investment Product EcosystemIndia'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

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, 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.

India's best ecosystem

Partners
35
Brokers
15
RIA/RA
15

Become a Partner