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Your Bridge to Wealth
WealthBridge Capital Advisors Private Limited ("WealthBridge") is a company focused on equity research and investments. Started in 2005 as a corporate finance advisory firm, the company began investing its surplus funds from FY 2007-08 onwards. Since 2009, it has been providing equity research services and was registered with SEBI as a Research Analyst (Registration Number: INH200002333). WealthBridge now provides Portfolio and Wealth Management Services to High Networth Individuals (HNIs) and Companies with the objective of building wealth over a long period of time. The company is registered with SEBI as a Portfolio Manager (INP000005240).
Our investment philosophy is focused on generating steady, consistent, and sustainable returns over the long term rather than tracking benchmarks. It is founded on the power of compounding. Wealth building requires patience, time, and an understanding of risk. We aim to take manageable risks associated with equity investing. We look for value and growth at the right price with reasonable risk and are willing to hold cash until such opportunities arise. We remain cautious during periods of excessive optimism and avoid momentum-driven investing. We take aggressive positions in stocks and sectors that we believe have strong future potential while avoiding sectors that should be avoided.
Vivek Bhargava
Executive Chairman
PGDM from IIM Calcutta with over thirty years of experience in investing, corporate finance and capital markets. Executive Chairman of WealthBridge for over fifteen years and heads the Portfolio Management Services team. Supports proprietary investment and trading activities.
Anshu Bhargava
Executive Director
Chartered Accountant with over thirty years of investing experience. Focuses on fundamental analysis and long-term investment opportunities. Handles investment activities of the company.
Ramanuj Das Lahoti
Director
Former Director of Hyderabad Stock Exchange and Hyderabad Securities and Enterprises Limited with over thirty years in stock broking. Currently on the Board of HSB Securities & Equities Limited.
Karn Bhargava
Whole Time Director
CFA Charterholder and post graduate in Securities Markets from NISM with experience in analysing listed companies and start-ups. Involved in research and fund management and supports proprietary investment and trading activities.
Avantika Bhargava
Whole Time Director
Chartered Accountant with experience in financial services, capital markets and financial instruments. Handles research and investment in debt and capital markets and supports the equity research function.
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.