About Company
Way2Wealth Brokers Private Limited
Way2Wealth Brokers Private Limited is a prominent Indian financial services intermediary founded in 1998, originally part of the Coffee Day Group. Headquartered in Bengaluru, the company provides a wide array of services including stockbroking, wealth management, and distribution of financial products like mutual funds and insurance. Under the leadership of Amitkumar Gupta (Director), the firm serves retail, institutional, and HNI clients through a massive network of over 1,000 service outlets across India. Known for its technology-driven approach, Way2Wealth offers advanced trading platforms and personalized advisory aimed at simplifying the investment process for diverse investor profiles.
Corporate Philosophy and Core Values
The company’s guiding philosophy is encapsulated in its mission: "Our knowledge combined with our investors' trust and involvement will lead to the growth of wealth and make it an exciting experience". This ethos is visually represented in its logo:
- Knowledge (Blue): Symbolizing limitless expertise applied to wealth creation.
- Trust (Red): Emphasizing the heart-centered relationship between the advisor and investor.
- Involvement (Yellow): Striving to make the investment process engaging and active for the client.
- Growth (Green): Representing the ultimate objective of expanding financial assets.
Key Operational Details
- Parentage: Backed by the multi-billion dollar Shriram Group, established in 1974.
- Service Model: Features a franchise-led approach, contributing roughly 60% of revenue, supported by approximately 24 main branches.
- Investment Approach: Employs a bottom-up stock-picking strategy and focuses on a "Growth + Value" framework to identify undervalued assets with high growth potential.
- Technology: Provides the Way2Wealth Online platform, integrating banking, trading, and demat accounts into a single "3-in-1" interface.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
WEALTH FOCUS AXIS
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Way2Wealth Brokers Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹17.45 | -8.81 | -13.04 | -10.27 | -2.71 | 1.08 | 13.17 | 6.70 | 7.69 | 8.80 |
| Benchmark | NA | -11.31 | -14.54 | -9.26 | -5.05 | 0.01 | 8.75 | 6.33 | 8.73 | 10.45 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
G.S.SHRIDHAR
An Engineering Graduate with a Post Graduate Diploma in Business Administration with 26 years of experience in the Capital Markets and Corporate Finance. Aspire to lead an energetic team of professionals in the Financial Markets and Advisory Business. Shridhar has a rich experience in Stock Broking operations, Corporate Finance & Treasury, Compliance, and client services. Prior to joining Way2Wealth he was a Wholetime & Designated Director at MEMG Securities Ltd., Bangalore, a Stock Broking company of the Manipal Group. He started his career in Capital Markets in 1995 as part of Merchant Banking team at ICDS Ltd., a Category 1 Merchant Banker. Currently he oversees Operations in Broking, Fixed Income & Third-party Products and spearheads new initiatives to enhance the operational efficiency and client experience.
Connect with our investment experts for personalized guidance, fund details, and support tailored to your financial needs.
Get In Touch
Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.