WealthVault Research and Analytics Private Limited was incorporated in August 2021 with a vision to provide investors with transparent, research-driven, and client-centric wealth management solutions. The company commenced its operations in October 2021 under the leadership of its founders, Pranav Singhal and Vikas Bhattu, who bring together extensive experience in financial services, Private banking and client relationship management.
Since inception, WealthVault has been committed to helping individuals, families, professionals, entrepreneurs, and corporate clients make informed financial decisions through a disciplined and goal-oriented approach to wealth creation. The company focuses on understanding each client's unique financial aspirations and designing customized strategies to help them achieve their short-term and long-term objectives.
As an AMFI-registered Mutual Fund Distributor, WealthVault offers access to a wide range of investment and financial solutions, including Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Insurance Solutions, Lending Services, and other wealth management products through its extensive network of reputed financial institutions.
At WealthVault, we believe that successful wealth management goes beyond product selection—it requires continuous guidance, regular portfolio reviews, risk management, and a long-term partnership with clients. Guided by the principles of integrity, transparency, and client-first service, we strive to be a trusted financial partner in every stage of our clients' wealth creation journey.
Today, WealthVault serves a growing base of investors across India, helping them build, preserve, and transfer wealth through research-backed financial solutions and personalized service excellence.
At WealthVault, we believe financial planning is more than investments — it’s about creating a roadmap for long-term financial security and success. Our experienced team combines market knowledge, strategic thinking, and personalized guidance to help clients navigate every stage of their financial journey with confidence.
We work closely with our clients to understand their goals, risk appetite, and future ambitions, delivering solutions that are practical, transparent, and growth-focused.
As an AMFI-registered Mutual Fund Distributor, we deliver trusted investment guidance, personalized solutions, and long-term financial strategies.
We offer Investment Planning, Retirement Planning, Risk Management, Cash Flow Management, Income Tax Planning, and Goal-Based Financial Planning.
Through strategic investments, expert planning, and ongoing portfolio management, we help clients build, manage, and preserve wealth effectively.
WealthVault Research and Analytics Private Limited, delivers expert financial guidance and strategic investment solutions, helping clients build, grow, manage, and preserve long-term wealth through informed financial planning.
AMFI Registered Mutual Fund Distributor
Important Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. WealthVault Research and Analytics Private Limited acts as a Mutual Fund Distributor and is not providing investment advisory services unless specifically stated otherwise.
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