Corporate Profile
Wealthstreet Advisors Private Limited (hereinafter Referred To As "Wealthstreet") Is A Financial Management Company Headquartered In India That Provides Integrated Wealth Management Solutions To Individual And Institutional Clients Across India. Wealthstreet Was Established At Establishment Time , Registered At Headquarters Location , And Registered Capital At Registered Capital . As Of 2023Q3, Wealthstreet Has Established Partnerships With Over 11,000 Clients, Which Include A Wide Selection Of Trading Instruments Such As Equities, Mutual Funds, Fixed Income Instruments, Commodities, Insurance, And Integrated Wealth Management Solutions.
Regulatory Information Wealthstreet Holds Securities Trading Membership Licenses Issued By The Stock Exchange Of India (NSE) And The Bombay Stock Exchange (BSE) With License Number License Number . In Addition, The Company Has Also Obtained An Investment Advisor License Issued By The Securities And Exchange Board Of India (SEBI). Wealthstreet's Executive Team Includes Executive Background With Extensive Industry Experience. The Company Is Also An Active Member Of Industry Association Member And Strictly Adheres To The Requirements Of Compliance Statement .
Trading Products Wealthstreet Offers Clients A Wide Choice Of Trading Instruments, Including Equities, Mutual Funds, Fixed Income Instruments, Commodities And Insurance. As Of 2023Q3, The Tradable Financial Products On The Company's Platform Cover Specific Product Categories , Meeting The Investment Needs Of Different Clients.
Trading Software Wealthstreet Offers Clients A Proprietary Trading Platform That Supports Downloads Via Google Play And App Store. The Platform Supports Web, Desktop And Mobile Device Access, And Users Can Trade Operations Through Trading Platform Name .
Deposit And Withdrawal Methods Wealthstreet Provides Customers With Funds Access Services Through Deposit And Withdrawal Methods , Including Specific Access Methods . Deposit And Withdrawal Operations Can Be Completed Within Specific Time And Support Multiple Currencies (including Supported Currencies ).
Customer Support Wealthstreet's Customer Support Team Provides Services To Customers Through A Variety Of Channels, Including Phone Calls, Online Communication, And Social Media. Client Server Contact Information Is As Follows:
- Tel: 079-66775500
- Online Communication: Through The Online Customer Service System Built Into The Trading Platform
- Social Media Platform: Facebook, Instagram And Linkedin
Core Business And Services Wealthstreet's Core Business Includes Integrated Wealth Management, Investment Consulting And Asset Allocation Services. The Company's Differentiating Advantages Are Reflected In Its Differentiating Advantages , Such As Specific Advantages . As Of 2023Q3, Wealthstreet's Management Scale Has Reached Management Scale And Provides Clients With Personalized Portfolio Recommendations.
Technology Infrastructure Wealthstreet Has Adopted Specific Technology Platform Name As The Core Of Its Technology Infrastructure, Which Is Built On The Technology Architecture . The Company's Technology Infrastructure Supports Specific Functions To Ensure The Efficiency And Security Of Transactions.
Compliance And Risk Control System Wealthstreet's Compliance And Risk Control System Is Based On Specific Risk Control System Names , Including Risk Management System . The System Covers Specific Risk Control Measures To Ensure The Safety Of Client Assets And The Compliance Of Transactions.
Market Positioning And Competitive Advantage Wealthstreet's Market Positioning Is Market Positioning , And Its Competitive Advantage Is Reflected In Competitive Advantage . As Of 2023Q3, The Company Has Established Partnerships With More Than 11,000 Clients, Demonstrating Its Recognition And Influence In The Market.
Customer Support And Empowerment Wealthstreet Provides Educational Resources And Tools To Clients Through Its Knowledge Center, Which Includes Introductions To Mutual Funds, Equity, Research, And Blogs. In Addition, The Company Also Provides Specific Tools , Such As Goal Calculator , For Free Use By Investors.
Social Responsibility And ESG Wealthstreet Actively Fulfills Social Responsibility And Promotes The Practice Of ESG (Environmental, Social, And Governance) Issues. The Company Has Made Significant Progress On Specific Social Responsibility Projects , Demonstrating Its Commitment To Sustainability.Strategic Cooperation Ecology Wealthstreet Has Established Strategic Partnerships With Several Industry Leaders, Including Specific Partners . These Collaborations Cover Specific Areas Of Cooperation , Further Enhancing The Company's Comprehensive Service Capabilities.
Financial Health Wealthstreet's Financial Position Is Solid. As Of 2023Q3, The Company Has Achieved Specific Financial Indicators , Demonstrating Its Strong Profitability And Market Competitiveness.
Future Roadmap Wealthstreet Plans To Further Expand Its Business Scope In The Future, Including Specific Development Plans . The Company Will Continue To Invest In Technology Research And Development And Client Server To Maintain Its Leading Position In The Market.
Please Note That The Information Contained In This Brief Is For General Reference Only.
