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

    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 Mutual Fund Distributors 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.

  • Neeladri Misra

    Neeladri or Neel as he is called, Executive Director of Wealthapp Distributors Pvt Ltd is a financial services professional with more than thirty years’ experience across distribution, new business launch, operations, risk management, digital transformation, business process outsourcing and service delivery. He has extensive experience in Branch Banking, Commercial Banking, Wealth Management, Insurance Business and Fintech. He held senior positions at Royal Bank of Scotland (now NatWest), ABN Amro Bank, Max life insurance (founder team member), Grindlays Bank, Bank of America and Intellect design Arena. He is married with a daughter and is a keen wildlife and environment conservation enthusiast who has a love for the outdoors. He is a commerce graduate and a postgraduate from XLRI.

  • Anindya Paulchaudhuri

    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.

  • Jaydeep Pratap

    Jaydeep Pratap, COO of Wealthapp Distributors Pvt. Ltd is a Fellow member of the Institute of Chartered Accountants of India (I.C.A.I) and is a seasoned Banker/Wealth Management professional. He has two decades of experience with International Banks viz ABN Amro, Royal Bank of Scotland, NatWest Bank and Indian giants like ICICI Bank. He was the Program Head for Van Gogh Preferred Banking for India in ABN/RBS and held various Regional level positions also. He has done a certificate course on Wealth Management from the University of Sydney.

  • Manpreet Sandhu

    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

    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

    Payal Chatram, Director - Business Development, brings in more than 15 years of Wealth Management experience. Payal has worked with ABN AMRO Bank and Deutsche Bank.

  • Debankur Sengupta

    Debankur Sengupta brings in 18 years of experience in the BSFI/WEALTH management space.He did his post graduation in management and is a Certified Financial Planner (CFP). Before joining Wealthapp Distributors as Director and Chief Business Officer – Global Business, he was the Regional Head of Exclusive Business in Indusind Bank. He has worked with reputed organizations like ABN AMRO Bank, RBS and Yes Bank.

  • Amit Sinha

    Amit Sinha - Sr. Vice President, has 18 years of wealth management experience. He has worked for organisations like RBS, Standard Chartered & HSBC. Prior to joining Wealthapp, he was working as Area Head - Insignia Preferred Banking at RBL Bank. Amit has done his Post Graduate Diploma from Nirma Institute of Management, Ahmedabad.

  • Mohammad Tahir

    Mohammad Tahir, VP and Regional Head - UP, brings 18 years of banking and wealth management experience with MNC / Indian Banks. He has worked with ABN AMRO / RBS, HDFC and Kotak Mahindra Bank. His last assignment was Area Manager with Kotak Mahindra Bank. He is an MBA from Lucknow University.

  • Kumkum Shrivastava

    Kumkum Shrivastava, Advisor HR, is primarily an HR L&D specialist with 25+ years of expertise in leading organisations eg HSBC, Monster.com, The Times of India and The Oberoi. Hotels. In addition to HR, she also has expertise in the domains of Sales & Marketing and Hotel Operations. She was recognised and awarded for her contribution to people development & capability building at HSBC and for her achievements in Business Development at The Times of India.

  • Jayanta Mukherjee

    Jayanta Mukherjee - Vice President, Client Experience, brings more than 20 years of experience in retail financial services having worked in Kotak Mahindra, HDFC Bank, Tata AIG and SBI General Insurance. He is based out of Wealthapp Head Office in Kolkata.

  • Ritunsha Lalwani

    A Chartered Accountant and Certified Internal Auditor, Ritunsha Lalwani brings 8 years of experience from PwC, Capgemini, and McDermott to Wealthapp as Manager - Business Development. She has been a visiting faculty for the India Audit and Account Services, Kolkata.

 
 

IT and Support Team



  • Imana Ghose

    Imana Ghose – Manager, Customer Experience, Global Business has 13 years of work experience in sales, marketing and public relations. She is a sports enthusiast and a music lover.

  • Sunanda Ghosh

    Sunanda Ghosh, Assistant Manager – Accounts & Admin, has more than 5 years of experience in Finance & Accounting. In Wealthapp, she looks after Client servicing, accounting and merchandise handling.

  • Sanchita Ghosh

    Sanchita Ghosh, Manager – Client Service, brings in 4 years of administerial experience with George Telegraph Training Institute. At Wealthapp she assists Client Servicing and support.

  • Luna Sinha

    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.

  • Rahul Ghosh

    Rahul Ghosh, Manager - IT, supports the Information Technology and Digital platforms of Wealthapp Distributors.

  • Abhik Misra

    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.

  • Ranjini Ghosh

    Ranjini Ghosh, joins the Client Experience Department. She 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.

 
 

Relationship Managers



  • Jayatee Das

    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.

  • Tiasha Paul

    Tiasha Paul, Business Development Trainee - Relationship Manager, holds NISM VA and VIII Certificate and is pursuing MBA in finance.
    Contact No: +91-8697226795

  • Rahul Dhar

    Rahul Dhar, Business Development Trainee - Relationship Manager, holds NISM VA, NISM VIII, NISM XV and is pursuing an MBA in finance.
    Contact No: +91-9903452553

  • Subhajit Biswas

    Subhajit Biswas, Business Development Trainee - Relationship Manager, Pursuing Masters of Business Administration (MBA) in Finance, Holds NISM- VA (Mutual Fund certificate) and NISM- VIII (Equity Derivative certificate).
    Contact No: +91-8479972409

  • Debarati Chatterjee

    Debarati Chatterjee, Business Development Trainee - Relationship Manager, holds NISM V-A certificate and is pursuing MBA in Finance.
    Contact No: +91-9434169027

  • Rishav Saha

    Rishav Saha, Business Development Trainee - Relationship Manager, holds NISM VA certificate and is pursuing CFP.
    Contact No: +91-7076950630

  • Sudip Das

    Sudip Das, Manager - Relationship Manager, 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 Relationship Manager of the company.
    Contact No: +91-7980482367

  • Subham Dasgupta

    Subham Dasgupta, Relationship Manager, is an expert of Commodity & Currency Derivatives. He hold several NISM & NCFM certifications.
    Contact No: +91-9874558565

  • Sudip Chakraborty

    Sudip Chakraborty, Relationship Manager 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

    Vivek Sinha is a Certified Financial Planner (CFP) from FPSB, India and is the leading member of Wealthapp para planning team.
    Contact No: +91-7278721300

 
 

 

 

To get a fresh perspective on how to manage your finances and achieve all your life’s goals, do Contact us

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: 28/02/2025
Grievance Officer: Luna Sinha | Contact: +91 8100713678 | Email: grievance@wealthapponline.com

        © 2016 WealthApp. All rights reserved | Disclaimer | Disclosure | Privacy Policy | Terms & Conditions | SID/SAI/KIM | Code of Conduct