About Us

At Wealthy Financial Services, we help our clients navigate the complexities of financial markets with clarity and confidence. As a trusted partner in Account Management and Fund Management, we provide customized investment strategies that meet your financial aspirations—whether seeking fixed income, flexible returns, or wealth preservation.

Leveraging our deep understanding of markets and focusing on long-term capital growth, we combine innovative financial solutions with disciplined, research-driven trading strategies. Our experienced professionals are dedicated to providing world-class service, ensuring each client feels informed, empowered and in control of their financial journey.

We pride ourselves on building lasting relationships based on transparency, trust and performance-driven results. At Wealthy Financial Services, your financial success is our top priority, and we work relentlessly to manage your wealth with integrity and diligence.

Our Services.

Portfolio Building

Portfolio Building


Tailored portfolio management services to maximize returns on your equity investments. Our strategies are designed with personalized goals and risk profiles in mind.

Stock Market Trading

Stock Market Trading


Secure and efficient fund management services to streamline the complexities of managing diverse portfolios.

Mutual Fund & SIP

Mutual Fund & SIP


Simplifying mutual fund investments, helping you choose the right funds to grow your wealth with minimal risk.

Our Team

Meet the people driving our vision forward

Nitin Sarode

Operation Head & Trader

Ankit Sharad Raut

Founder

Bhargav Patil

Portfolio Manager & Business Acquisition

Let's Talk Numbers

Funds managed
Cr+ and growing
Clients
+

Why Wealthy Financial Services?

Proven Results

Proven Results


Our Company has a track record of profitable Account management.

Secure & Transparent

Secure & Transparent


our money is safe in your Trading Account, and you stay informed.

 Consistent Returns

Consistent Returns


Reliable profits to grow your investment over the time.

Client-Centric Approach

Client-Centric Approach


Your needs come first. We are here to listen, advise, and offer personalized solutions.

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Ready to Work with Us?

At Wealthy Financial Services, we’re more than just financial advisors—we’re your partners in achieving lasting financial success. Whether you’re looking to optimize your portfolio, explore new investment opportunities, or simply get expert advice, our team is here to help you every step of the way.

Get in touch today to discover how we can help you take control of your financial future.

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