4 million users set to benefit from the partnership between WealthDesk and Axis Securities
The partnership with WealthDesk will allow close to 4 million users of Axis Securities to invest in premium wealth solutions
Mumbai, April 19th, 2022: WealthDesk, a leading investment technology platform that’s building the Unified We alth Interface (UWI) for the Wealth Management ecosystem on top of broking has partnered with Axis Securiti es which has close to 4 million clients. UWI is an internet-scale wealth management ecosystem powered by the WealthDesk Platform. It enables innovative investment and wealth products and solutions like direct equity and ETF-based WealthBaskets from SEBI Registered intermediaries to reach millions of Indians with broking accou nts.
This partnership will allow the users of Axis Securities to access premium wealth solutions through their RING Mobile application and RING platform. This partnership will also make it easy for users to opt-in for SIPs on their premium baskets thus allowing them to make systematic and regular investments into stock and ETF baskets for wealth creation. Axis Securities users can invest in an ever-expanding range of wealth products managed by SE BI registered intermediaries, including internal research team of Axis Securities. These products can be Long Term, Short Term, Balanced, Asset Allocation based, Thematic, Sectoral, etc., providing holistic Wealth solut ions. 
Ujjwal Jain, Founder & CEO, WealthDesk, said, “WealthDesk helps make investing easy for millions of investors with broking accounts. As the number of retail investors has been growing in India, we at Wealth Desk are expanding access to systematic Wealth Management solutions through our esteemed SEBI registered partne rs under our Unified Wealth Inte rface (UWI) vision. This will support a large segment of the retail investor community. Axis Securities has pioneered Bank -led broking, which has made investing seamless for millions of investors. With this unique partnership, investors with Ax is Securities will enjoy smooth access to innovative wealth solutions in our ecosystem. We are extremely excited about this partnership.”
Vamsi Krishna, Head – Product and Marketing, Axis Securities, sa id, “We are happy to collaborate with WealthDesk and extend access to a cutting-edge investment technology platform to our customers. At Axis Securities, we constantly strive to empower our clients to make the most of their investments, and our partnership with WealthDesk is another st ep towards this endeavour. Through a robust digital platform, our customers will now be able to invest in curated resea rch-based products and enjoy seamless wealth solutions. This tie-up is another milestone in our journey to make inve stments simple and accessible to all.”
About WealthDesk:
Founded in 2016, WealthDesk is an internet-scale Investment Tec hn ology platform that’s building the Unified Wealth Interface (UWI) for the Asset and Wealth Management ecosystem on top of broking. UWI is powered by the WealthDesk Platform and is built on top of Embed ded WealthDesk Gateway (EWG). EWG enables retail inv estors to seamlessly inv est across mobile apps and websites through their broking accounts. WealthDesk captu res the entire Invest ment/Asset Manageme nt/A dvisory value chain from investments on top of Equities and ET Fs, productizing these into investment products called WealthBaskets and then enabling large scale distribution through SEBI registered broking partners with strong network effects.
For more information, please visit: https://wealthdesk.in/
About Axis Securities:
Axis Securities Limited (ASL) is a proud subsidiary of Axis Bank – India’s 3rd largest private sector bank. With a robust branch network across India, ASL offers retail broking services under its flagship brand AxisDirect. Axis Direct engages in offering simplified investment solutions to customers. It offers a bouquet of investment prod ucts to its customers e.g. Equities, Mutual Funds, SIPs, IPOs, Derivatives, Bonds, NCDs, ETFs, and Company Fix ed Deposits. With over 20 million customers, AxisDirect is one of the fastest-growing players in the industry.
For more information, please visit: https://simplehai.axisdirect.in/
ASL Disclaimer
Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Axis Direct is a brand under which Axis Securities Limited offers its retail broking and investment serv ices.
Trading Member| Axis Securities Limited, CINNo.U74992MH2006PLC163204 | SEBI Single Reg. No. – NSE, BSE, MSEI, MCX & NCDEX – INZ000161633 | ARN- 64610 SEBI-Research Analyst Reg. No. INH 000000297 IRDA Co rporate Agent (Composite) Reg. No. CA0073 | Portfolio Manager Reg. No. – INP000000654 | SEBI Depository Pa rticipant Reg. No. IN-DP-403-2019 |Investment Advisor Reg. No. INA000000615. Registered Office Address – Axis House, 8th Floor, Wadia International Centre, P.B. Marg, Worli, Mumbai-400025. In case of any grievances please write to: customer.grievance@axisdirect.in. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Axis Securities Limited – ARN-64610-AMFI-Registered Mutual Fund Distr ibutor. ASL is just acting as a distributor of third-party products. These products are not Exchange-traded prod ucts and all disputes with respect to the distribution activity, and Products and services not traded at the Excha nge would not have access to Exchanges’ investor redressal forum or Arbitration mechanism. Any communicati on/information sent to clients on phone numbers or e-mail ids registered with the Trading Member is meant for client consumption and such material should not be redistributed. Brokerage will not exceed the SEBI prescr ibed limit.
