About Us

 

In an era of dynamic and volatile Financial Markets, Investors need a Qualified and Trustworthy professional to achieve their financial goals.

Wealthapp Distributors started its journey in 2014 with one primary focus - to help our clients simplify their financial needs. WealthApp clients can see their entire portfolio across Banks, Insurance Companies, Post Offices and Mutual Funds, 'All in One page'.

 

 

Key Management



  • Soumyajit Ghosh CFP*, Founder Director

    A Certified Financial Planner with over three decades of wealth management experience. He is the Director of India Sotheby’s International Realty and has held leadership roles at SBI Funds, Standard Chartered Grindlays Bank, ABN AMRO Bank (RBS) and Citigroup. An entrepreneur since 2014, he also contributes to and mentors financial education institutions.

  • Neeladri Misra, Executive Director

    A financial services veteran with over 30 years of experience spanning banking, insurance, fintech, and digital transformation. He has held senior roles at ABN AMRO Bank (RBS), Max New York Life Insurance, Bank of America and others. He is a commerce graduate with a postgraduate degree from XLRI.

  • Anindya Paulchaudhuri, Group CEO

    A banking and wealth management veteran with over 25 years of experience. He held senior roles at Standard Chartered Bank, DBS Bank and Bajaj Allianz Insurance. He completed executive programs at IIM Kolkata and Bengaluru.

  • Jaydeep Pratap, COO

    A Fellow Chartered Accountant with 30 years of experience in banking and wealth management. He has held senior roles at ABN AMRO Bank (RBS), NatWest Bank and ICICI Bank. He completed a wealth management course at the University of Sydney.

  • Debankur Sengupta CFP*, Director and Chief Business Officer

    Has over 20 years of experience in BFSI and wealth management. A Certified Financial Planner and management postgraduate, he was Regional Head at IndusInd Bank and has worked with ABN AMRO Bank (RBS) and Yes Bank.

  • Payal Chatram, Director – Client Relations

    Has over 20 years of wealth management experience. She has worked with ABN AMRO Bank (RBS) and Deutsche Bank.

  • Manpreet Sandhu, Director – Client Relations

    Has 20 years of wealth management experience. She was previously Head of Non-Resident Business for South India at IndusInd Bank and has worked with ABN AMRO Bank (RBS) and ICICI Bank.

  • Mohammad Tahir, VP and Regional Head (UP)

    Has 24 years of banking and wealth management experience with ABN AMRO Bank (RBS), HDFC Bank and Kotak Mahindra Bank, where he was Area Manager. He holds an MBA from Lucknow University.

  • Jayanta Mukherjee, Vice President - Client Relations

    Has over 20 years of experience in retail financial services with experience at Kotak Mahindra Primus, HDFC Bank, Tata AIG General Insurance and SBI General Insurance.

  • Nidhi Upadhyay, Vice President - Client Relations

    Has a 25-year career with nearly 20 years in banking, specialising in retail operations, NRI banking and private banking, with key roles at HDFC Bank and ICICI Bank.

  • Ritunsha Lalwani, Sr. Manager - Client Relations

    A Chartered Accountant with 8 years of experience at PwC, Capgemini and McDermott. She has also been a visiting faculty for India Audit and Account Services.

  • Kavita Agarwal, Area Manager - Client Relations (North East)

    She is a postgraduate in Law, with a NISM Certification.

  • Nilanjana Bhattacharya, Assistant Vice President - Client Experience

    She brings in over two decades of rich experience in banking, wealth management, and investment advisory. She has worked with some of India’s most reputed banks including Axis Bank, Standard Chartered Bank, Deutsche Bank, etc.

  • Nikita Mishra, Vice President - Sales

    Seasoned Banking Professional with 13 years of expertise in branch operations, sales, and client relationship management. Strong understanding of retail banking, wealth management, and financial products, with a focus on maximizing profitability and customer engagement.

 
 

IT and Support Team



  • Luna Sinha Maiti, VP - Finance and Compliance

    An Associate Member of The Institute of Cost and Management Accounts of India. Having 25+ years of experience in Finance, Taxation, Budgeting, MIS and Statutory Compliances. Previously worked at Indian Oil Corporation and Indus Tower.

  • Jayatee Das, AVP – Operations

    Is associated with Wealthapp, since inception. Oversees end-to-end client servicing, support and transaction operations, ensuring seamless execution and high-quality service delivery. Committed to operational excellence and enhancing the overall client experience through robust processes and responsive support.

  • Ranjini Ghosh, Assistant Manager - Client Experience

    Has completed her graduation from St. Xaviers and is a keen performing arts professional. She has conducted several client interviews which has been published as Wealthapp Holiday Adda over the years.

  • Abhik Misra, AVP - IT and Digital Marketing

    Has 20+ years of experience in market research and data management. MBA from IMI Belgium, he has led ICMR’s Eastern Zone and managed Kolkata operations at Mobilewalla.

  • Sanchita Ghosh Dey, Sr. Manager - Operations

    Has 4 years of administrative experience from George Telegraph Training Institute and supports client servicing.

  • Rahul Ghosh, Manager - System

    With Wealthapp since 2017, overseeing the IT and digital platforms. He previously worked with 3i Infotech and BPO Convergence (Airtel CAF) and received a Certificate of Appreciation from Bharti Airtel for outstanding leadership.

  • Sunanda Ghosh, Manager - Client Management

    Has over 5 years of finance and accounting experience and manages client servicing, accounting, and merchandise handling.

  • Imana Ghose, Manager - Client Engagement

    Has 13 years of experience in sales, marketing, and public relations.

 
 

Relationship Managers



  • Niti Chawla, Area Manager - Client Relationship

    Has over 10 years of wealth management experience with KARVY, JM Financial, Sonalika Tractors, and Sanctum Wealth. She assists in client servicing activities.

  • Sudip Das, Sr. Manager - Sales

    Is a post-graduate with Mutual Fund Certification from NISM. He manages key accounts and supports the company’s Relationship Managers.

  • Subham Dasgupta, Manager - Sales

    MBA in Finance with over 5 years of experience in wealth management. He holds NISM and NCFM certifications to deliver expert, client-focused solution.

  • Vivek Sinha CFP*, Manager - Sales

    Certified Financial Planner from FPSB India, leads the para planning team at Wealthapp.

  • Sudip Chakraborty, Manager - Sales

    An MBA - Finance and over 5 years of experience in the wealth management space. He holds relevant NISM certifications across various investment products, including MF, PMS, and AIF (Cat 1, 2 & 3). Additionally, he holds the Investment Foundations Certificate from the CFA Institute.

  • Vishakan Nagarajan, Manager – Client Relation and Business Development

    An MBA with 8 plus years of work experience in Asset & Fund Management and Investment Banking. NISM certified in Investment Advisory (XA, XB), Mutual Funds (VA), Risk (VII) and PMS (XXIA).

  • Rishav Saha, Asst. Manager - Sales

    A Certified Financial Planner Final Level candidate with 2+ of experience in wealth management and holds certifications in NISM Series XXI-A and VA.

  • Rahul Dhar, Asst. Manager - Client Service

    An MBA in Finance. He is NISM-certified across multiple domains including Mutual Funds, Investment Advisory, PMS, Retirement Planning, Research Analyst and Equity Derivatives.

  • Subhajit Biswas, Asst. Manager - Client Service

    A finance-savvy wealth management professional with a strong foundation in investment advisory and client servicing. Holds an MBA in Finance along with multiple NISM certifications across Investment Advisory, Portfolio Management Services (PMS), Equity Derivatives, and Mutual Fund Distribution.

  • Debarati Chatterjee, Asst. Manager - Client Service

    MBA in Finance and holds NISM certification. Manages a diverse portfolio of clients across the Bengal Business Council and BNI, ensuring tailored financial strategies and consistent client engagement.

  • Ritick Sham, Management Trainee

    An MBA in Finance. Holds certifications in NISM X-A, PMS, and VIII, specializing in client relationship management and backed by prior experience as a Wealth Manager.

  • Anikate Debnath, Management Trainee

    MBA in Finance and holds certifications in NISM XXI-A, and NISM VA, specializing in client relationship management.

  • Chirag Garg, Business Development Trainee – Relationship Manager

    An MBA in Finance, with NISM VA certification.

  • Pradhumn Raghuvanshi, Management Trainee

    An MBA in Finance with NISM V-A certifications. Focused on long-term wealth management and client-centric investment strategies.

  • Surangan Nandy, Management Trainee

    Holds an M.Com degree from the University of Calcutta and is currently pursuing the CMA course. Presently working in the Accounts Department.

  • Avishek Adhikari, Intern

    A postgraduate with a Mutual Fund Certification from NISM and one year of experience in the sales department.

 
 

 

 

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN-85592 | Date of initial Registration: 19/06/2012 | Current validity: 29/02/2028
Grievance Officer: Arush Sengupta | Email: grievance@wealthapponline.com

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