We use cookies for analytics and ads to improve your experience. You can accept or decline. See our Privacy Policy.
More for Less
Managed by EZ Wealth
Private equity, private credit and real-estate funds that don't employ leverage except for operating needs. The largest AIF category.
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.
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.
No insights published yet.
Investments in AIFs carry market and credit risk including possible loss of capital. Past performance does not indicate future returns. Information shown is sourced from the issuer's PPM and SEBI filings — confirm against the latest PPM before committing. wisefolio is an information platform; it is not registered with SEBI as an investment adviser, portfolio manager, or distributor. By using this page you accept our terms and privacy policy, including the self-attestation that you are eligible to view AIF marketing material under SEBI rules.
View the investment manager profile with all PMS strategies and AIFs under EZ Wealth.