About Us
- OUR PROFILE
Who We are
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 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
Balaji Balasubramanian
Wealth Yatra
Leverages Balaji's experience of gains and pains investing through multiple business cycles and the countless hours of knowledge gained through traditional and digital mediums through his distributor platform. Balaji's investment philosophy is a blend of simplicity and discipline and strives to act as the partner to the investor in his entire investment journey
As a channel partner for leading investment products across the spectrum of asset classes – Debt, Equity, Real Estate, Commodities. Life/Health Insurance with assistance in tax and legal matters through third-party experts
Collaborates with leading fund houses across the traditional, alternate and private equity classes in India to provide the most suitable investment products that aligns with the needs and goals of the investor
Who does Wealth Yatra serve?
