Thewealthbuddy || About Us

About Us

ThewealthBuddy is a premier mutual fund advisory firm based in Jaipur, offering personalized investment solutions backed by deep market research and expert analysis. We specialize in crafting tailored investment portfolios that align with our clients' financial goals, risk appetite, and time horizons.

Comprehensive mutual fund portfolio management
Tax-efficient investment planning
Regular portfolio review and rebalancing
Retirement planning solutions
Goal-based investment strategies
SIP (Systematic Investment Plan) optimization

Leadership

Megha Bhansali, CA - Founder & Chief Investment Strategist

A distinguished Chartered Accountant with an impressive track record in financial services. Her journey includes:

4 years at KPMG (Big Four), handling complex financial portfolios
Significant experience in fintech startups, driving innovation in wealth management
Successfully managed portfolios for 100+ high-net-worth clients
Expertise in risk assessment and portfolio optimization
Known for her client-centric approach and detailed financial analysis

Harsh Jain, CA - Chief Technology Officer & Investment Advisor

A seasoned financial expert bringing global perspective to wealth management:
Over 10 years of extensive auditing experience
International exposure through significant tenure in Dubai
Developer of proprietary algorithmic trading software
Expert in combining traditional investment wisdom with modern technology
Specializes in quantitative analysis and market research

Our Edge:

Research-driven investment approach
Transparent communication
Regular portfolio monitoring
Technology-enabled solutions
Personalized attention to each client

At ThewealthBuddy, we don't just manage investments; we build lasting relationships focused on creating and preserving wealth for generations.
Your Trusted Partner in Wealth Creation

Mission

Our mission is to make financial stability and growth accessible to every Indian by offering tailored financial services and knowledge. We aim to empower individuals through financial education and personalized services, creating a path to financial well-being.

Vision

Our vision is to be the leading provider of holistic financial services in India, transforming lives through financial empowerment. We aspire to set new standards in the financial industry, ensuring that every individual has the opportunity to secure their financial future.

Values

Our core values revolve around empowerment, integrity, client-centricity, innovation, excellence, team spirit, and sustainability. We empower individuals, operate with integrity and transparency, and prioritize our client's welfare above everything else.