Why WealthEase?
Vision
At WealthEase, we envision a future where every Indian individual is empowered with the knowledge, tools, and resources to build sustainable wealth, fostering economic prosperity and financial well-being across generations.
Mission
Our mission at WealthEase is to educate, guide, and support individuals across India in their journey towards sustainable wealth creation. By offering innovative financial solutions, personalized guidance, and fostering a culture of financial literacy, we aim to empower every individual to take control of their financial destiny and build a prosperous future for themselves and their families.
We are your go-to personal financial advisor!
Let's Dive in!
Expertise
With years of experience and relevant qualifications, we possess the necessary skills to handle a wide range of financial needs, ensuring that our clients receive the highest level of professional guidance.
Client-Centric Approach
We take a personalised approach, understanding that every client is unique. By actively listening and tailoring our advice to individual circumstances, we strive to deliver customized solutions that align with our client's financial aspirations.
Proactivity
We believe in staying ahead of the curve and taking proactive measures to safeguard our client's financial well-being. By continuously monitoring market trends, regulatory changes, and economic shifts, we can adapt strategies accordingly, ensuring our clients' financial plans remain on track and optimized.
Transparency
Transparency is at the core of our operations. We value open and honest communication, providing clear explanations of our services, fees, and any potential risks or benefits associated with recommended financial strategies. Our clients can trust that we prioritise their understanding and informed decision-making.
Affordable
We strive to offer services at affordable rates, ensuring that quality financial guidance is within reach for individuals from all walks of life. We aim to maximise the value our clients receive, combining affordability with exceptional service.
Secure
We prioritise the security and confidentiality of our client's financial information. With robust measures in place, including advanced data encryption and strict privacy protocols, we maintain the highest standards of security. Our clients can trust that their financial details and personal data are protected at all times.
ABOUT US
Meet The Founder
Srujan Pavuluri, CA, CFA
Investment professional with a mission to make quality investment advice accessible for everyone.
I promote financial literacy and informed investing.
​
I'm a person associated with investment advice (PAIA) with PhillipCapital (India) Pvt. Ltd., a SEBI-registered investment advisor.
​
PhillipCapital since its origin in 1975 has grown as an integrated Asian financial house with a global presence that offers a full range of quality and innovative services to retail, corporate and institutional customers.
​
Phillip Capital (with headquarters in Singapore) operates in the financial hubs of 15 countries, with offices in Singapore, Malaysia, Cambodia, Indonesia, Vietnam, Thailand, China, Hong Kong , Japan, India, UAE, UK, France, Turkey, Australia and USA.
​
Registration Number: INA000004518 | Validity of Registration: Perpetual
Powered by
.jpg)