WealthTrust Capital Services

SEBI Registration No: INH000011149

WealthTrust Capital Services (Partnership Firm for Investment Research & Recommendation Services) is a SEBI Registered Research Analyst Firm. The partners have a decade of experience across investments. Their experience across business cycles aids in their research methodology and helps in outperformance across relevant benchmarks. The main strategy is to select undervalued stocks, where we see potential of turnaround and thus outperformance to the larger market.

Growth
Asset Allocation
+6 more strategies
Fundamental
Goal Based
Quality
Quantitative
Momentum
Technical

WealthTrust Capital Services

SEBI reg. No: INH000011149

WealthTrust Capital Services (Partnership Firm for Investment Research & Recommendation Services) is a SEBI Registered Research Analyst Firm. The partners have a decade of experience across investments. Their experience across business cycles aids in their research methodology and helps in outperformance across relevant benchmarks. The main strategy is to select undervalued stocks, where we see potential of turnaround and thus outperformance to the larger market.

Growth
Asset Allocation
+6 more
Fundamental
Goal Based
Quality
Quantitative
Momentum
Technical

Managed by

WealthTrust Capital Services

WealthTrust Capital Services

15 experience

Sneha Jain (Founding Partner) has a Master’s Degree in Accounting & Finance from the London School of Economics and has worked with reputed asset management companies like Pramerica Asset Managers Private Limited and HSBC Global Asset Management, India. She has more than a decade of work experience in investment management. Her experience is instrumental in developing the core offering. She has a vision to grow Indians investment exposure to capital markets to beat inflation and develop a sense of financial independence. She conducts various investment workshops for the new gen to take an interest in managing their finances.


Shubham Jha is the appointed Research Analyst, a CFP , and has experience of over 5 years in Equity Research, Portfolio management and Quant analysis.

His acumen in regards to the markets and how stocks are influenced by current events plays a big role in our portfolio building strategies. With good knowledge on technical and fundamentals, he brings strong understanding of fluctuations and engages in careful analysis to determine long term equity investments.

Sneha Jain (Founding Partner) has a Master’s Degree in Accounting & Finance from the London School of Economics and has worked with reputed asset management companies like Pramerica Asset Managers Private Limited and HSBC Global Asset Management, India. She has more than a decade of work experience in investment management. Her experience is instrumental in developing the core offering. She has a vision to grow Indians investment exposure to capital markets to beat inflation and develop a sense of financial independence. She conducts various investment workshops for the new gen to take an interest in managing their finances.


Shubham Jha is the appointed Research Analyst, a CFP , and has experience of over 5 years in Equity Research, Portfolio management and Quant analysis.

His acumen in regards to the markets and how stocks are influenced by current events plays a big role in our portfolio building strategies. With good knowledge on technical and fundamentals, he brings strong understanding of fluctuations and engages in careful analysis to determine long term equity investments.

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