Wealth Space Services Pvt Ltd is a 7-Year-Old Company managed by Experienced, knowledgeable and passionate professional with 2 decades of experience in financial services and industries.

At Wealth Space Services Pvt Ltd, we transform financial lives through technology, Process and People.We\'ve built our business around you. Our goal is to give you a better, more logical, and personal way to invest and manage your money. Our values are in service to our customers. We strive to uphold our values every day.

We enjoy a competitive edge on the strength of strong Experience, knowledge, product information and innovation, highly customized product offerings and personalised client engagement based on the client needs, objectives, and life Goals.

Bharat Rao
  • 15+ years of corporate experience in the field of Financial Services, Stock market and Investment’s advisory.
  • Hold master’s in Business Administration (MBA)
  • One among the 1,300 Certified Financial Planner (CFP) in India, passion and focus on financial planning, Wealth Creation ideas, Stock Market & Investments Analysis.
  • Focus purely to create financial awareness, understand your financial goals and requirements, draw up a plan, execute the same and monitor it timely with an objective of long-term professional relationship along with utmost trust.
  • Dedicated in advising clients on investment opportunities and solutions that best suit their personal financial goals based and need based on careful analysis and research.

About Bharat Rao

Director, +91 9880335522
Sumanth S
  • A qualified professional in Master of Business Administration and PGDHR, Experienced and Determined Financial Advisor.
  • 16+ years of experience with domain expertise in Mutual Funds, Financial Planning, Wealth Management, Broking services.
  • Worked with Corporates like NJ India Invest, IIFL for more than a decade in building businesses.
  • Dedicated in advising clients on investment opportunities and solutions that best suit their personal financial goals based and need based on careful analysis and research.
  • Have done various certifications in the field of Investment Advisory, Planning, Insurance, Stock Broking, Market research and Wealth management.

Sumanth S

Director, +91 9900700311

Wealth Space
Typically replies within an hour

Wealth Space
1:40
×