Wealthyfive Financial Services (WFS) provides comprehensive wealth management services to investors. Wealthyfive is predominantly an execution platform that provides all necessary financial tools and a DIY product kit curated for easy reference. You can do your risk profile and decide to invest on your own or choose the basket prefilled for your quick investment
People Profile
G.K. Balaji, B.Tech, MBA, is the Chief Business Officer with over three decades of expertise in professional investment management. His extensive experience spans mutual funds, bonds, equities, portfolio management services (PMS), International equities, currencies, and real estate.
Throughout his career, he has successfully managed a diverse clientele, including retail investors, high-net-worth individuals (HNIs), corporations, institutions, trusts, and foreign investors, both within India and across international markets. His insights and thought leadership in the financial sector have been widely recognized, leading him to author numerous articles and feature as a guest speaker on leading business channels such as CNBC.
He is also the author of *Inverted Sales Triangle*, a published work reflecting his deep understanding of business and investment strategies. In his free time, he contributes to blogs and articles while mentoring aspiring students, assisting them in pursuing overseas education to achieve their career aspirations.
- What’s more, if you are KYC compliant then it takes 2-3 minutes to complete the registration process and start investing in no time
- Still, if you need to do your KYC, you can self-guide yourselves through the options provided and you are good to go!
- You can choose to invest through a wide array of products such as Mutual Fund, Insurance, Fixed Deposit, Bonds, PMS, International Fund and simply open a trading Account to buy stocks and ETFs of your choice.
- We provide a tax planning guide and if you need any help on Tax filing, we can assist you as well.
- All our customers can access the report for quick review, tax filing report, and capital gains report instantly and mail your report.
- Team of experienced professionals with over 30 years of professional experience in investment management and services over 1000 customers that include individuals, Corporates, Trusts, NRI and Financial institutions.
- Has advised over 4000 Crores of Assets under Advice in the past holding high positions as Director and Head of Investing Business in Companies of repute.