Wallet
Wealth Enters into 10th Year.
Celebrating
9 Years of Trust, Growth & New Beginnings
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| S.Sridharan and Wife Mrs. Kamakshi Sridharan |
Wallet Wealth are delighted to share that Wallet Wealth has been granted a SEBI license as a Registered Investment Advisor (RIA)—a significant milestone in our journey.
As Wallet Wealth step into our 10th year, we take this moment to reflect with gratitude. Your unwavering trust and support have shaped our journey and brought us to where we stand today. We often say this, but it bears repeating—we cannot spell SUCCESS without U.
On Wallet Wealth 9th anniversary, Wallet Wealth extend our heartfelt thanks to every client, partner, and well-wisher who has been part of this financial journey.
Your confidence in Wallet Wealth has fueled not just your
growth but also ours.
Key Milestones in
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Wallet Wealth Journey..!
• 2016: Launched Comprehensive Financial Planning services to offer a holistic
approach to personal finance.
• 2017: Introduced a seamless online transaction platform
via BSE and a user-friendly mobile app; partnered with leading PMS providers
like Motilal Oswal, Invesco, PGIM, and Kotak to serve Direct Equity clients.
• 2018: Recognized as Best Performer by BSE for two
consecutive years; empaneled by PSU banks (IOB, Indian Bank, Canara Bank, BOI)
for pre-retirement counseling.
• 2019: Expanded into a larger office and rolled out
tailored corporate financial solutions.
• 2020: Diversified into loan advisory (home &
mortgage loans) and expanded our offerings to include Sovereign Gold Bonds,
Capital Gain Bonds, and RBI Floating Rate Bonds.
• 2021: Partnered with Smallcase to provide direct stock
recommendations.
• 2022: Opened new branches in Nanganallur and West
Mambalam.
• 2023: Launched Wallet Wealth Griha, assisting clients
in finding top properties in Chennai and Bangalore.
• 2024: Collaborated with Angel One to provide a direct
equity investment platform.
• 2025: Introduced value-added financial courses across
leading colleges including Vels University, Loyola College, and Ethiraj
College.
These achievements are a reflection of your trust and our shared vision. As we
celebrate this journey, we reaffirm our commitment to delivering independent,
research-driven financial advice and innovative solutions to help you build and
preserve wealth.
At Wallet Wealth, our guiding principle is simple yet powerful:
“To curate financial products and strategies that transform your Wallet into Wealth.”
“Success is not built on one secret, but on many consistent efforts that lead to victory.”
Thank you for being an integral part of our success story. Together, we look forward to creating the next chapter of growth and prosperity.
S. Sridharan, CEO,
Wallet Wealth LLP,
2nd floor, No.8A, 2nd Main Road,
Nanganallur, Chennai 600 061
PhONE : 99401 16967
