Our Genesis

Wealocity operates under a distinctive model designed to provide comprehensive solution in financial planning, investment, savings, property management, insurance and banking. Past 7 decades, we have endured, been innovative and gone on to prosper by consistently putting our clients’ best interest first.

  • Avinash Sarda

    Co-Founder img

  • Naresh Kumar K

    Co-Founder img

  • Krishna Chaithanya N

    Co-Founder img

  • Brahmachary T

    Head – Equity Research. img

What
we
offer

 

Financial planning

Financial planning is much beyond planning
and investing. FP+ is a comprehensive pro-
cess that arrives at a plan as unique as you
to achieve your dreams. img

NestEgg Privilege

Retiring is not about re-tiring. Though Retirement
Planning is not rocket science it involves a careful and
meticulous planning in order to incorporate the numerous
variables to achieve the desired results. img

Property Management Services

Buying and owning a property is everyone’s dream, but along with comes the responsibility of managing the property in the best suitable manner. img

InGen Transfer

Wealocity helps in channeling your wealth from estate planning to asset protection across complicated regulatory environments through employing structures like trusts img

Wealth Acuity

Wealth management services from Wealocity is a complete advisory solution that focuses on generating consistent wealth using a flexible approach. img

Tax Advisory

Taxation is clear and present consequence to any investment and wealth management. img

Direct Equity Service

An equity investment solution that is benchmark agnostic with allocations across all caps & sectors. The stock universe is through a rigour process based on sound fundamentals while the trade calls are based on technical analysis. img