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More for Less
Wealth Discovery Investment Trust is a Category II Alternative Investment Fund managed by Wealth Discovery Securities Private Limited, a New Delhi-based full-service securities and wealth management firm. Operating through its digital platform 'EZ Wealth', the firm positions itself as a hybrid brokerage combining full-service advisory with cost-efficient execution. It offers services across equity, derivatives, commodities, and currency markets, along with investment advisory, tax advisory, and portfolio solutions. The firm aims to bridge the gap between traditional brokerage and discount platforms by delivering comprehensive financial services to retail, HNI, and institutional clients. Through its AIF offering, Wealth Discovery extends its capabilities into alternative investments, targeting sophisticated investors seeking diversified opportunities beyond public markets.
Wealth Discovery follows a client-centric investment philosophy focused on delivering 'more for less' by combining advisory-led investing with efficient execution. The firm emphasizes accessibility, informed decision-making, and a hybrid model that integrates traditional brokerage expertise with modern digital platforms.
Rahul Agarwal
Founder & Director
Rahul Agarwal is the Founder and Director of Wealth Discovery Securities Private Limited. He leads sales initiatives, marketing strategy, and new product development, including expansion into alternative investment funds. With over 12 years of international experience, he has worked with global organizations and brings a strong background in finance and technology. He holds postgraduate degrees in Civil Engineering and an MBA in Finance from the University of Pittsburgh.
Sachin Bansal
Co-Director
Sachin Bansal is a Co-Director at Wealth Discovery Securities Private Limited and is involved in operational and financial management across the group’s broking, advisory, and investment activities.
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