Wealth Yatra
Wealth Yatra is your partner on your journey to building wealth
A multi asset investment distributor platform that serves as your partner in your journey to create wealth
About Us
Wealth Yatra is a multi-asset distributor platform that serves to address the investment needs of each investor or family office with curated suite of offerings for each investor based on his/her investment goals, risk appetite, liquidity needs and other operational aspects in the journey of investing and wealth creation. Wealth Yatra is the brainchild of a prudent investor - Balaji Balasubramanian, who brings his lifetime experience of investing, coupled with more than two decades of professional experience gained in the US and Indian financial markets through leading banks and financial experiences. Balaji is a Mechanical Engineer from the College of Engineering, Guindy, Chennai and has completed his Master’s in Business Administration from Western Carolina University, NC, US.
OUR APPROACH
Objective
Identify and satisfy client’s investment objective tailored to their risk & return expectations
Data- Driven
A data driven approach to identify a tailored set of products and services for client’s investment needs
- Improving Communication
- Employee issue resolution
- Proper Documentation Process
Transparent
A transparent and educative process on the selection of investment products and services, fees or expenses involved and the potential risk/return expectations
How Wealth Yatra works
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Our Products & services
Mutual Funds
Well researched and hand-picked mutual funds that is tailored to the needs of the investor with focus on fund houses with scale of assets under management (AUMs), fund managers with proven track records over multiple business and market cycles
Unlisted shares
Opportunities to invest in early stage to pre – IPO companies in the Indian markets that may get publicly listed in the near term
Direct Equity & ETFs
Curated short to medium term trading ideas from leading wealth management firms
Portfolio Management Services (PMS)
Access to well established bespoke investment strategies from leading PMS firms both on the Debt & Equity asset classes tailored to risk and return appetite of investors.
Alternative Investment Funds (AIFs)
Opportunities to invest in a wide array of alternative investment class across Debt (private credit and special situation opportunities in the large & middle established companies), Equity (high conviction ideas across market sectors and caps)..
Corporate FDs, Listed Corporate Bonds
Higher regular income investment opportunities than the traditional bank FDs or Govt saving instruments.
Private Equity/Venture Capital Funds
Exciting opportunity to be part of the pre-seed, seed to early/growth stages for start-up ventures in the new age industries with great growth opportunities both in the US and Indian ecosystem and look for potential attractive returns through capital appreciation and income generation
REITs/InvITs
Diversified investment opportunities in the growing Real Estate and Infrastructure Investment Trust sectors for investors seeking steady stream of income
