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WEALTH TECHNOLOGY & SERVICES PRIVATE LIMITED

WealthDesk

U74999KA2016PTC173993

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₹1,999.00 ₹3,998.00
Suggest Edit Last updated: Feb 13, 2025
Key Metrics
  • No. of Employees36
  • Founded Year 2016
  • Company StagePrivate Limited Company
  • Total Funding₹28.73 Cr
  • Industry

  • Headquarter
  • Company StatusAcquired
About WealthDesk

Founded in 2016, WealthDesk is an internet-scale Investment Technology platform that’s building the Unified Wealth Interface (UWI) for the Asset and Wealth Management ecosystem on top of broking. 

UWI is powered by the WealthDesk Platform and is built on top of Embedded WealthDesk Gateway (EWG). EWG enables retail investors to seamlessly invest across mobile apps and websites through their broking accounts.

Business Model

WealthDesk operates as an investment technology platform, offering a Unified Wealth Interface (UWI) for the asset and wealth management ecosystem. It facilitates investment across various asset classes, including equities and ETFs, creating composite investment products called WealthBaskets. The platform enables distribution through SEBI registered broking partners, providing retail investors access to systematic investment solutions.

WealthDesk Funding Details
Funding Highlights
Latest Funding RoundPre-Series A
Total Funding Raised₹28.73 Cr
No. of Investments Made0
Total No. of Acquisitions0
Lead Investors1
Investors
  • Florintree Fintech
Funding Details
TheKredible's detailed funding report contains info about Funding raised by the company along with Lead Investors, Investors, Shareholding Strcuture, and its Investments & Acquisitions.
₹799.00 ₹1,598.00
Funding History
TheKredible's 'Funding History' report provides deep insights of Funding with list of Lead Investors
₹399.00 ₹798.00
Funding Per Year
A Funding report of the company's overall funding on yearly basis, segregated by the team TheKredible.
₹199.00 ₹398.00
WealthDesk Financial Details
Financial Highlights
FY 2023-24 Revenue₹5.26 Cr
FY 2023-24 Expenses₹30.42 Cr
FY 2023-24 Profit/Loss-₹25.16 Cr
Net Cash Flow From Operations-₹51.53 Cr
Full Financial Details
Detailed report containing info about Business Model, year-wise Financial Comparison, Ratio Analysis and detailed Revenue and Expense breakdowns.
₹799.00 ₹1,598.00
Financial Comparison
A detailed report of year-wise Financial Comparison of the company
₹430.00 ₹860.00
Revenue Breakdown
A report and breakdown of the company's year-wise revenue streams.
₹399.00 ₹798.00
Expense Breakdown
A report and breakdown of the company's year-wise expenditures.
₹399.00 ₹798.00
Shareholding Structure
Team at TheKredible has gone through several ROC filings and portrayed Shareholding Structure of the company.
₹499.00 ₹998.00
Financial Ratio
Analysis of Financial Ratios which gives quick insights about the company's profitability and capital efficiency.
₹199.00 ₹398.00
WealthDesk Key People
People Metrics
Current Core Team2
Board Members/Directors3

Core Team

YA
Yuvraj A. Thakker Co-Founder
UJ
Ujjwal Jain Co-Founder & CEO

Board Members/Directors

UJ
Ujjwal Jain Director
NA
Nilesh Agarwal Director
LS
Lakshmisha Shivaprasad Director
WealthDesk Documents

AY - 2018-19

Profit and Loss statement - WealthDesk - 2018-19.pdf
TheKredible's experts has summarized the Profit and Loss Statement of WealthDesk for FY 2018-19.
₹249.00 ₹498.00
Balance Sheet - WealthDesk - 2018-19.pdf
TheKredible's experts has summarized the Balance Sheet of WealthDesk for FY 2018-19.
₹249.00 ₹498.00

AY - 2019-20

Profit and Loss statement - WealthDesk - 2019-20.pdf
TheKredible's experts has summarized the Profit and Loss Statement of WealthDesk for FY 2019-20.
₹249.00 ₹498.00
Balance Sheet - WealthDesk - 2019-20.pdf
TheKredible's experts has summarized the Balance Sheet of WealthDesk for FY 2019-20.
₹249.00 ₹498.00

AY - 2020-21

Profit and Loss statement - WealthDesk - 2020-21.pdf
TheKredible's experts has summarized the Profit and Loss Statement of WealthDesk for FY 2020-21.
₹249.00 ₹498.00
Balance Sheet - WealthDesk - 2020-21.pdf
TheKredible's experts has summarized the Balance Sheet of WealthDesk for FY 2020-21.
₹249.00 ₹498.00

AY - 2021-22

Profit and Loss statement - WealthDesk - 2021-22.pdf
TheKredible's experts has summarized the Profit and Loss Statement of WealthDesk for FY 2021-22.
₹249.00 ₹498.00
Balance Sheet - WealthDesk - 2021-22.pdf
TheKredible's experts has summarized the Balance Sheet of WealthDesk for FY 2021-22.
₹249.00 ₹498.00

AY - 2022-23

Profit and Loss statement - WealthDesk - 2022-23.pdf
TheKredible's experts has summarized the Profit and Loss Statement of WealthDesk for FY 2022-23.
₹249.00 ₹498.00
Balance Sheet - WealthDesk - 2022-23.pdf
TheKredible's experts has summarized the Balance Sheet of WealthDesk for FY 2022-23.
₹249.00 ₹498.00

AY - 2023-24

Profit and loss statement - WealthDesk - 2023-24.pdf
TheKredible's experts has summarized the Profit and Loss Statement of WealthDesk for FY 2023-24
₹249.00 ₹498.00
Balance sheet - WealthDesk - 2023-24.pdf
TheKredible's experts has summarized the Balance Sheet of WealthDesk for FY 2023-24
₹249.00 ₹498.00

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