WealthBridge was founded on one belief — that every Indian deserves access to the same calibre of financial advice previously reserved for the ultra-wealthy. Here is the story of how we built that bridge.
The metrics tell the story of trust built across India, one client at a time.
Every chapter of our story was written by a team that refused to accept that great financial advice should only be for the wealthy few.
Arjun Mehta and Priya Kapoor met at IIM Ahmedabad in 2004. Both went into banking — Arjun into private wealth management at HDFC, Priya into financial planning at Kotak. Three years in, both had seen enough of commission-driven advice to know the industry needed to change.
In 2007, they quit their jobs, pooled their savings, rented a small office in Nariman Point, and started WealthBridge with a simple proposition: pay us for advice, not products. Today, their founding philosophy is enshrined in every client engagement across our 28-city network.
34 awards across 15 years — each one a reflection of our clients' trust and the industry's validation of our approach.
In 17 years, our team has grown from 2 to 180, our cities from 1 to 28, and our clients from 12 to 28,000. These six values have remained constant throughout.
Join 28,000+ Indians who chose a financial adviser that puts them first. Your first consultation is completely free — and it could change everything.