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Wealth Advisors India (WAI) is promoted by a team of Professionals with more than two decades of experience in the Financial Services Industry. The group is funded by J V Gokal Group – a leading Export house and a private equity investor with a net worth of over Rs. 4500 crores.
With over Rs. 2000 crores of assets under advisory under its three divisions, WAI has presence in Chennai, Bangalore, Mumbai, Delhi, Cochin, Trivandrum and Coimbatore with over 35 offices and 180 employees. Its product and service lines include Mutual Funds, Insurance, Equity, Fixed Income, Investment Tax Advisory and Will & Trust Services.
Associates
J V Gokal Group
- Founded in 1952, J V Gokal Group is a leading commodity export & trading house with worldwide presence, with an annual turnover of over Rs. 1000 crores and net worth of Rs. 300 crores. It is one of the leading international players in the tea trade, with offices in India, Sri Lanka, Russia, Kazakhstan, Hong Kong and Dubai, and a distribution network spanning 25 countries. Besides tea, J V Gokal Group has a strong presence in textiles and financial services.
BRICS Securities (www.bricssecurities.com)
- Ranked amongst top 10 brokers in the institutional segment having 1.5% market share, and ranked among top 5 Retail Debt Brokers, BRICS Securities is one of the fastest growing institutional broker in India. A member of BSE, NSE & CDSL, it focuses on Equity and Derivatives business of FII & Mutual Funds, having dedicated Equity and Economic research teams.
Subsidiaries
WAI-IBS (www.waiibs.in)
- As an IRDA registered Insurance Broker, WAI-IBS provide life and general insurance products. It also provides comprehensive product research by dedicated and experienced insurance professionals who ensure recommendations are unbiased. It also has in-house expertise to carry out detailed study, and offer risk management solutions.
Related links:
Team credentials
Vision Statement
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