WealthBees is a personalised wealth management and financial planning firm that helps individuals and families build long-term, goal-based financial strategies through disciplined, structured investing. We provide guidance across Mutual Funds, Portfolio Management, PMS, AIF, NPS, Fixed Income Product and SIF. With 1750+ clients served and ₹450 Cr+ AUM, our approach is built on transparency, consistency, and client-first service. Headquartered in Lucknow, we serve clients across India through a structured, relationship-driven model. 👉 Connect with us to build your long-term wealth strategy.
| Website | http://www.wealthbees.in |
| Employees | 65 (10 on RocketReach) |
| Founded | 2019 |
| Industry | Financial Services |
| Keywords | Investment Advisory, Mutual Funds Investment, Financial Planning, Wealth Management, Financial Advisory Services, Investment Solutions, Wealth Creation Strategies, Portfolio Management Services, Investment Management, Financial Consulting, Tax Optimization Strategies, Tax Planning, Portfolio Optimization, Tax Efficient Investing, Estate Planning Services, Retirement Planning, High Net Worth Individuals |
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Vikas Sah is the Vice President of Wealth Bees.
10 people are employed at Wealth Bees.
Top Wealth Bees Employees
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Vikas Sah
Vice President at Wealth Bees
Lucknow, UP, IN1 -
Tanish Bhasin
Senior Manager - Wealth at Wealth Bees
Lucknow, UP, IN2 -
Ankur Sharma
Certified Financial Planner at Wealth Bees
Lucknow, UP, IN1 -
Shashikant Pandey
Head of Service Operations at Wealth Bees
Lucknow, UP, IN1 -
Aakarshita Srivastava
Communication Manager at Wealth Bees
Lucknow, UP, IN1 -
Manas Tripathi
Operation intern at Wealth Bees
Delhi, India -
Nayanshi Gupta
Sales Executive at Wealth Bees
Lucknow, UP, IN
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