Achieve your financial goals with WealthTrust Capital Services

Our comprehensive suite of services, including equity investment, equity research, mutual funds, tax planning, and more, is tailored to guide you towards your financial aspirations. Whether you're looking to build wealth through strategic investments or seeking expert advice on tax planning, WealthTrust Capital Services is your trusted partner on the journey to financial success. Explore our range of services and unlock a path to a secure and prosperous tomorrow.

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Indians invest in the markets.

14%

is what the equity markets returned on average in the past 20 years.

Delay and lack of knowledge can cost you ~~thousands~~ crores. Start today, safe tomorrow.

Financial markets can seem complicated, so you might delay your purchase and stick to bank savings.

"Wealth isn't reserved for the few. Let's demystify investing and make your money work for you, no matter your starting point."

₹

Cr+

Assets Under Management

Years of Experience

SEBI certified

Certification

About WealthTrust Capital Services

More than 500+ families trust our services

At WealthTrust Capital Services, our commitment to excellence has earned the trust of over 500 families who rely on our services for their financial well-being. We take immense pride in being the trusted partner on the financial journey for a diverse community of individuals and families. Our holistic approach to wealth management, personalized strategies, and unwavering dedication to our clients' success have solidified our reputation as a reliable and transparent financial partner. Join the growing number of families who have entrusted their financial futures to us, and experience the difference that a dedicated and trustworthy financial ally can make in achieving your long-term goals.

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What We Offer

At WealthTrust Capital Services, we provide a comprehensive suite of financial services tailored to meet your unique needs. From strategic investment planning and portfolio management to wealth preservation strategies, our experienced team is dedicated to optimizing your financial success. Explore a partnership with us for personalized solutions that pave the way for your financial growth and security.

Investment Research

Investment research is the systematic analysis of stocks and financial instruments to provide valuable insights for investment decisions. At Wealth Trust Capital, our experienced team conducts thorough equity research, offering in-depth analyses and recommendations to empower you with the knowledge needed to make informed investment choices and navigate the dynamic stock market landscape effectively. Read more...

Equity Solutions

Equity solutions play a vital role in optimizing financial structures. Equity financing involves raising capital by selling shares of ownership in a business. This approach is common in startups and growth-stage companies. One advantage is shared risk, as investors bear the ups and downs. As an IT student, consider incorporating equity solutions when developing tools or ventures, fostering collaboration and shared success. Remember, understanding the dynamics of equity is essential for effective financial management in the tech industry. Read more...

Mutual funds

Mutual funds are diversified investment vehicles pooling money from various investors to collectively invest in a portfolio of stocks, bonds, or other securities. At Wealth Trust Capital, we guide you through the diverse world of mutual funds, helping you select and manage a portfolio that aligns with your financial goals, providing a pathway to long-term wealth creation. Read more...

Tax planning / Insurance planning

WealthTrust Capital Services excels in strategic tax planning, customizing innovative strategies to minimize tax liabilities while ensuring compliance. Their expertise extends to personalized insurance planning, guiding clients to choose optimal coverage for protection against uncertainties. With a focus on optimizing financial positions, they help clients retain more of their hard-earned wealth. Read more...

Featured In

Shiksha Se Samriddhi: क्या Share Market में आप बिना तैयारी का निवेश करने का सोच रहें है? | CNBC Awaaz

Before diving into the stock market, it's crucial to gather essential information to safeguard your investments. This video provides key insights on what you need to know before venturing into the stock market, helping you avoid potential pitfalls. Stay informed for a secure investment journey!

Why is the Global Economy nearing recession in 2023?

There has been news about economic slowdown on a global scale. We have expressed our views on the causes and how is it different from the global financial crisis of 2008. We have talked about how investors can prepare themselves for the future.

Planning For Your Retirement

Assume you had 1 crore as retirement corpus and you were to retire by 60. With a 4% rate , and an outflow of 80,000 monthly, you would be able to sustain for only 13 years 5 months. Ideally you should be able to sustain atleast 30 odd years after you...

See what fellow investors & traders have to say

"In an era where wealth managers push instruments and schemes with the vested interest of meeting personal targets, the team at Wealth Trust Capital comes as a welcome change. The team's dexterity, deftness in dealing, dedication and in-depth knowledge is self-evident from the results and rewards I reap at the end of each financial year."
Mr. Siddharth Punamiya
"I am pleased to offer my endorsement for Sneha, a proficient wealth manager. She took the time to understand my long and short-term financial goals, crafting a tailored portfolio accordingly. From that point onward, she and her team have capably overseen all aspects. As a newcomer to investments, I greatly appreciated Sneha's expertise. Trusting someone with your finances can be a challenge, but having attended her workshops as a leap.club member, I already had a foundation of trust in place. I have confidence in Sneha's capabilities and look forward to continued growth with her guidance."
Ankita Arora
"I am incredibly grateful to have had Sneha Jain as my trusted financial advisor. Her expertise, dedication, and personalized guidance has been invaluable on my journey towards financial security. There are plethora of financial advisors, however, the reason I chose to go with her is because she is authentic, honest and resilient not only as a person but also with her work. I highly recommend Sneha to anyone seeking a reliable partner in managing their financial future."
Yashvi Vira
"I will always maintain that one can simply entrust Wealth Trust Capital to empower you and enrich you financially. They are the very definition of wealth creators. They leave no stones unturned to achieve what the client aspires from their investment. There are fewer teams who can build financial security and boost financial profitability the way Wealth Trust Capital does. It is because of the prowess that comes from months of research. They have always lived and delivered beyond my expectations."
Mr. Rahul Bhalekar
"I have been very vocal in my acknowledgment and appreciation for Ms. Sneha, CEO at Wealth Trust Capital for her professionalism, prowess, promptness, proficiency and personal interventions while dealing with clients. Personally, I have seen immense appreciation of my investments across diversified sectors and timelines. I haven't come across a more knowledgeable person than Ms. Sneha who leads from the front."
Mr. Pranav Jhaveri

Let's grow together with WealthTrust Capital Services .

At WealthTrust Capital Services, we don't just provide data; we deliver strategic insights that empower you to make informed investment decisions. Explore our Equity Research services and embark on a journey towards financial prosperity.