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'.
Soumyajit Ghosh is the Founder Director of Wealthapp Distributors Pvt Ltd. He brings in decades of Wealth Management experience and had the privilege to work for some of the most respected names in Banking and Financial Services.
Soumyajit started his journey in 1996 as an Investment Banker and held key positions in SBI Funds Management, ANZ Grindlays/Standard Chartered Bank, ABN AMRO Bank and Citigroup. In 2014, he started his entrepreneurial journey by setting up Wealthapp Distributors, which today is one of the fastest growing financial planning firms in India. He is also an integral part of India Sotheby's International Realty team.
Soumyajit is a Science Graduate with a Masters in Finance. He is a Certified Financial Planner (CFP) and mentors a number of financial education institutions.
Anindya Paulchaudhuri is the CEO of Wealthapp Distributors Pvt Ltd. He is a seasoned Banking and Wealth Management Professional with more than 25 years of experience. He was the Head of Retail & Wealth for the Eastern Indian region at Standard Chartered Bank and DBS Bank. Later on, he joined Bajaj Allianz Life Insurance as National Relationship Manager. Anindya has done Executive Management programme from IIM Kolkata and IIM Bangalore.
Manpreet Sandhu brings in 15 years of experience in Wealth Management. Before joining Wealthapp Distributors as Director, she was Head of Non-Resident Business for Southern India in Indusind Bank. She has worked with reputed organizations like ABN AMRO Bank, RBS and ICICI Bank.
Abhishek Mehrotra, Regional Director - South, has 18 years of Wealth Management experience. He has worked for reputed organizations like ABN- AMRO, Reliance Mutual Fund and ICICI BANK. Abhishek is an MBA in Marketing & Finance.
Payal Chatram, Director - Business Development, brings in more than 15 years of Financial Planning experience. Payal has worked with ABN AMRO Bank and Deutsche Bank.
Abhik Misra, Head - IT and Digital Marketing, has more than 15 years of work experience in market research, data handling. He is a management graduate from IMI (Belgium). He has worked with ICMR as Head - Eastern Zone. He has also worked with Mobilewalla, spearheading their Kolkata operations.
Luna Sinha, Manager Accounts and Admin, is an Associate Member of The Institute of Cost Accountants of India. She has more than 20 years of experience in Accounts, Taxation, Budgeting and Operation. Prior to joining WealthApp, she had worked with Indian Oil Corporation Ltd.
Jayatee Das, Manager - Client Experience, has been an integral part of the organisation from day one. She manages the entire clients' service support in Wealthapp Distributors.
Rahul Ghosh, Manager - IT, supports the Information Technology and Digital platforms of Wealthapp Distributors.
Financial Planning Team
Sudip Das, Manager - Financial Planning, is a Post-Graduate and completed Mutual Fund Certification from National Institute of Security Market. Sudip manages some key accounts and provides necessary support to the financial planners of the company.
Contact No: +91-7980482367
Subham Dasgupta, Financial Planner, is an expert of Commodity & Currency Derivatives. He hold several NISM & NCFM certifications.
Contact No: +91-9874558565
Sudip Chakraborty, Financial Planner holds the Financial Modelling and Valuation Analyst Certification from Corporate Finance Institute. He has also cleared various certifications of NISM.
Contact No: +91-9674413681
Vivek Sinha is a Certified Financial Planner (CFP) from FPSB, India.
He is an astute financial planner and is the leading member of Wealthapp para planning team.
Contact No: +91-7278721300
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