For investors who expect more from their money.
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25+ years of experience
AMFI / APMI - registered
250+ portfolio reviews
Ex-BNP Paribas, Sharekhan, & Motilal Oswal Private Wealth
Before WLTHPLUS, my work involved advising UHNI investors at institutions like BNP Paribas Sharekhan and Motilal Oswal Private Wealth. These investors had access to the best products, strategies, and execution. Yet, a pattern stood out. Most conversations revolved around which fund, stock, or theme next. Very few focused on how much to allocate, where to allocate and why. That gap mattered. WLTHPLUS was founded to address exactly that. Because wealth is rarely built through sophisticated products. It's built with the right allocation, right decisions, and right structure.
We work with investors deploying their corpus across:
We select investment with our proprietary SCQ framework
We track the investments & its impact on your portfolio periodically
We assess & make changes to your portfolio if necessary
We provide technology to track the updates to your portfolio
We choose the fund manager rather than the fund
We identify the laggards & replace them with alternatives to boost returns.
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We select the right investment for you through our proprietary SCQ framework:
Clarity and adherence to investment philosophy
performance across cycles, not phases
portfolio construction, risk management, governance
Shailaja Bhujbal
- Trusted AdviceI was referred to Wlthplus by a friend and from the first conversation it was clear they had strong knowledge. It gives me confidence knowing my money is in safe hands.
Somnath Tolge
- Organized FinancesI love the interface because having clear to-dos focused on my finances helps me stay on track. With Wlthplus, everything is organized and executing decisions becomes much easier.
Arti Mehta
- Continuous MonitoringI don't always have time to track the markets, but Wlthplus monitors my assets regularly and updates me at the right intervals.
