Wealth Wagon Information

Wealth Wagon is a technology-driven financial services company focused on building the next generation of wealth management and financial infrastructure in India. As an SEBI Registered Investment Adviser (RIA) and AMFI-registered Mutual Fund Distributor, we combine regulatory expertise with innovative technology to deliver trusted financial solutions for individuals, businesses, and financial institutions. What We Do B2B Fintech Solutions We partner with financial advisors, distributors, institutions, and enterprises to build scalable fintech solutions that simplify investment operations, client management, digital onboarding, portfolio tracking, compliance, and financial workflows. Our mission is to empower financial businesses with technology that enables growth, efficiency, and better client experiences. B2C Wealth Management We help individuals and families make informed financial decisions through personalized financial planning and investment advisory services. Our approach focuses on long-term wealth creation using data-driven strategies tailored to each client's financial goals. Our Focus Areas * Financial Planning * Investment Advisory * Mutual Fund Solutions * Wealth Management * Digital Investment Platforms * Fintech Infrastructure * Advisor Technology * Portfolio Management Solutions * Compliance & Regulatory Technology Our Vision To become one of India's most trusted fintech-powered wealth management companies by combining technology, compliance, and human expertise to make quality financial advice accessible and scalable. At Wealth Wagon, we believe the future of finance lies at the intersection of technology, transparency, and trusted advice. Registered Name: Wealth Wagon Fintech Private Limited Reg No: ARN-348367 (AMFI Reg Mutual Funds Distributor, AMFI Reg SIF Distributor) Reg No: INA000023001 (SEBI Registered Investment Advisor)