At The Wealth Buddy, we believe that financial planning is more than just numbers—it's about understanding your unique goals and crafting strategies that align with your aspirations. Based in Jaipur, our mission is to provide personalized financial consultancy services that empower individuals and families to achieve financial freedom and security.
Founded by seasoned professionals CA Megha Bhansali and CA Harsh Jain, The Wealth Buddy was established to bridge the gap between complex financial products and the everyday investor. With a combined experience spanning over two decades in finance, auditing, and investment advisory, our founders recognized the need for a client-centric approach to wealth management in Jaipur and beyond.
A distinguished Chartered Accountant, Megha brings over a decade of experience in financial services. Her tenure at KPMG honed her skills in handling complex financial portfolios, and her subsequent roles in fintech startups showcased her ability to drive innovation in wealth management. Megha has successfully managed portfolios for over 100 high-net-worth clients, emphasizing risk assessment and portfolio optimization.
Harsh combines traditional financial expertise with modern technological solutions. With over 10 years of auditing experience, including a significant tenure in Dubai, he has developed proprietary algorithmic trading software and specializes in quantitative analysis and market research. His global perspective enhances our commitment to delivering cutting-edge financial solutions.
We offer a comprehensive suite of financial services tailored to your needs:
Ready to embark on your journey to financial freedom? Contact us today for a personalized consultation.
You can download the complete portfolio report including mutual funds & other assets. Get the historical performance of your portfolio easily & track the portfolio at your fingertips.
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
Invest in well researched cherry-picked perfectly balanced portfolio.
Being a first-time investor, I was quite nervous about mutual funds. But ThewealthBuddy, especially Megha ma'am, guided me throughout the journey. Their systematic approach helped me create a portfolio . Truly the best financial advisors in Jaipur!
Harsh sir from ThewealthBuddy has been managing my family's investments for 2 years now. His knowledge of tax-saving ELSS funds is brilliant. What I appreciate most is how they explain everything in simple language without using complex financial jargon.
After retiring from government service, I was worried about regular income. Megha ma'am and Harsh sir crafted a perfect blend of debt and equity mutual funds that now provides me monthly income while protecting my capital. Bahut badhiya service hai!
As a young CA, I understand finance, but ThewealthBuddy's research and fund selection process is top-notch. Their personal attention and quarterly portfolio reviews give me confidence. In today's uncertain market, their guidance is worth its weight in gold.
A mutual fund pools money from multiple investors to invest in a diversified portfolio of securities.
Being a first-time investor, I was quite nervous about mutual funds. But ThewealthBuddy, especially Megha ma'am, guided me throughout the journey. Their systematic approach helped me create a portfolio . Truly the best financial advisors in Jaipur!
Harsh sir from ThewealthBuddy has been managing my family's investments for 2 years now. His knowledge of tax-saving ELSS funds is brilliant. What I appreciate most is how they explain everything in simple language without using complex financial jargon.
After retiring from government service, I was worried about regular income. Megha ma'am and Harsh sir crafted a perfect blend of debt and equity mutual funds that now provides me monthly income while protecting my capital. Bahut badhiya service hai!
As a young CA, I understand finance, but ThewealthBuddy's research and fund selection process is top-notch. Their personal attention and quarterly portfolio reviews give me confidence. In today's uncertain market, their guidance is worth its weight in gold.
