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.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
WEALTH OPTIMISER AGGRESIVE GROWTH 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 | ₹0.68 | -0.61 | 0.91 | -15.12 | -15.28 | -7.18 | -0.79 | 5.80 | 4.12 | 12.37 |
| Benchmark | NA | 1.49 | 2.97 | -11.99 | -9.88 | -2.14 | 6.21 | 9.86 | 7.90 | 10.81 |
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.
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