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:
Mutual Fund Advisory:
Personalized recommendations to help you invest wisely in mutual funds.
Financial Planning:
Goal-based strategies for retirement, education, and wealth accumulation.
Tax Planning:
Efficient tax strategies to maximize your savings.
NRI Services:
Specialized financial solutions for Non-Resident Indians.
FD & Bonds:
Secure investment options for steady returns.
Portfolio Analysis:
Regular reviews to ensure your investments align with your goals.
Personalized Approach:
We understand that each client's financial journey is unique.
Expertise:
Our founders' extensive experience ensures informed and strategic advice.
Transparency:
We prioritize clear communication and honest guidance.
Technology-Driven:
Utilizing advanced tools for efficient and effective financial planning.
Local Presence:
As a Jaipur-based firm, we are attuned to the regional financial landscape.
To make financial stability and growth accessible to every individual by offering tailored financial services and knowledge. We aim to empower clients through financial education and personalized services, creating a path to financial well-being
To make financial stability and growth accessible to every individual by offering tailored financial services and knowledge. We aim to empower clients through financial education and personalized services, creating a path to financial well-being
Empowerment:
Enabling clients to make informed financial decisions.
Integrity:
Upholding the highest ethical standards.
Client-Centricity:
Prioritizing our clients' needs and goals.
Innovation:
Continuously evolving to provide cutting-edge solutions.
Excellence:
Striving for superior service and results.
Team Spirit:
Collaborating effectively to serve our clients.
Sustainability:
Promoting long-term financial health and responsibility.
Ready to embark on your journey to financial freedom? Contact us today for a personalized consultation.