Company History

The Success Story

Our legacy, our pride

Wealthedge Financial Advisory Pvt. Ltd. began operations in 2009 and hasn’t looked back. We are proud of our achievements and the extraordinary individuals who’ve led us here.
Wealthedge Story
We have been helping our customers with outstanding corporate services, including accounting, financial, legal, investment, forex, and secretarial support. Our team does not merely fill these key ancillary functions, but we add value to your processes and help you gain a competitive advantage.
Your budget, frequency of interactions, timeliness of delivery, tools, and the kind of services you want is something only you can decide. What’s more? Some of these parameters may change over time. We stay one step ahead of the curve and ensure you get what you need in time to fit your needs.

Wealthedge starts small

  • 2009
We started in a small 100 sq. feet office space in Gurgaon with just one employee and one peon. Our initial offerings included tax planning and helping individuals file income tax returns. We had no idea what to expect or even if we'll be able to survive in the competitive landscape. Our motive for starting the company and the driving force that kept us going was our vision to provide the best service in the industry.

Venturing into a newer territory

  • 2010
By now, we had made a mark in the market, and we felt that Wealthedge would be around for some time. Now, we were looking for stable growth and expand into other areas. This is when we ventured into Human Resource Services, and started investing in technology and manpower.

Adding another area of operation

  • 2011
Now that we were established, we expanded into another area of operations - Below the Line (BTL) communication & associating with media companies. Wealthedge signed up with a lot of such companies for providing growth advisory, capital raising, accounting, and financial advisory.

The family expands

  • 2013
Wealthedge grew into a 25 plus strong family. We bagged Quality Audit assignments from big corporates. The team also made huge strides in Financial Advisory and Human Resource & Manpower outsourcing. We also took on Retail Fabrication & Interior Designing (Spatium Designs).

Wealthedge keeps growing

  • 2015
We turned into a team of 40 plus members. Wealthedge ventured into Retail Audits and moved into a new office space of 4500 sq. feet at our current location. We were now providing Business Incubation and associated advisory to entrepreneurs – for instance, MarijuanaInc Studio Pvt. Ltd.

The move into fundraising

  • 2019
In 2019, Wealthedge started a full-service fundraising division, working with seasoned commercial and investment bankers.
What Drives Us

Core Values

We take our core values seriously. They are not just the guiding principles that help us operate, they are the reasons we exist.

Lead by Example

Walking the talk…
Our leadership believes that we must lead by example. When we say one thing, but do another, we erode trust – a critical element of productive following and direction. We set positive examples and invest in others so they can benefit from good guidance.

Innovation

We anticipate change and shape it to fit our purposes…
Wealthedge fosters a work environment where creative thinking is encouraged and rewarded in order to create opportunities for improvement and more cost-effective sustainable services. This helps us in adding more value to our services and your operations.

Act with Integrity

We do the right thing…
We conduct our business as per the highest standards of professional behaviour. Our team acts in a manner that demonstrates commitment, trust, transparency, honesty, ethics, honesty, consistency, and responsibility with a willingness to learn from our mistakes.

Respect the Individual

We treat others as we expect to be treated…
Our team embraces each individual’s talents and honours diverse life and work styles. We operate with a spirit of cooperation and value human dignity, and believe that respect of co-workers is important to cultivate an effective and comfortable work environment.

Continuous Improvements

We are a learning organization…
Wealthedge strives to continuously measure, monitor, analyze and improve our productivity, processes, tasks, and skills to satisfy the goals of our clients and stakeholders. We work with enthusiasm and intellect, driven to surpass what has already been achieved.

Unity

Working together…
We are one company, one team. Our belief is that succeeding together is as important as achieving individual aims. Balancing empowerment and interdependence makes us strong. We will work together, building relationships to create shared value for everyone.

Quality Services

Striving for your satisfaction…
Wealthedge believes in under-promising but over-delivering. We take immense pride in providing high-value products and services to ensure customer satisfaction and profitability, future of our employees and our growth. Your satisfaction is our ultimate reward.

Excellence

Achieving our best performance…
We never stop aiming for excellence, in all our operations. Our team seeks continuous brilliance to find solutions that exceed normal performance and achieve outstanding results that can be sustained. At Wealthedge, we nurture a culture of non-stop superiority.
Get To The Next Level

See how we can help you maximise your potential.