"Build Wealth, Thou Shall"
WealthApp is a user-friendly platform that gives you the opportunity to get your feet wet in the world of investment. Foraying into this world may seem daunting but WealthApp, created by seasoned professionals, is designed to act as a guide, so that you will always have everything that you need before making any decision.
We realize that every individual is different and they have various doubts and concerns. This is why we’ve gone through a great effort to create personalized portfolio plans, tailored to your specific needs.
From being a means to an end, to fuelling the engine of the global economy, money has travelled a long journey. From building empires to creating industry and making scientific breakthroughs, money has seen it all. But we see money a little differently.
We see money as the difference between a comfy 1 BHK to a more convenient 2BHK. We see it as the source of a great wardrobe and the key to filling up a huge bookshelf. We see money as the reason why you drive past all that haggling and negotiating, in a brand new car. This is how we see money, just like how most of you reading this see money.
Each paisa goes towards a dream vacation, a better car, a better house and a better life. And it is here, in this life-long journey of financial well being, that WealthApp comes into the picture. We realize the importance of money in our lives, is to make our lives better.
Subba was a founding global Partner, investment committee member and part of the leadership team in India at the $5 billion private equity firm Actis. During his stint of 16 years, a number of investments such as Daksh, Niligirs, Axis Bank Glenmark, GRO, SIFY were made in technology, financial services and FMCG sectors.He also lived and invested in North Virginia USA for 3 years.
At Actis Subba was part of the team that raised 4 rounds of funds targeting India. In his personal capacity Subba is a regular seed investor. Currently he has a total of 15 ventures including an investment in a VC fund Erasmic Ventures (now Accel India). He works closely with many of these ventures.
Subba started his venture investing career with ICICI Ventures. He holds an engineering degree and an MBA from IIM Bangalore. He likes to play golf and ski and enjoys a game of bridge.
A mechanical engineer, Gaurav is armed with MBA in finance and marketing from T. A. Pai Management Institute, Manipal. With close to a decade's experience in development and deployment of portfolio strategies for premium private banking clients, he knows what it takes to build relationships, gain trust and deliver every promise. Prior to founding Credence Multi Family Office, his assignments included building the high net worth client book at Citibank along with being an advisory on their portfolios.
Sanjay's passion for finance and entrepreneurship is evident from his MBA in the same field from Alliance Business Academy (Bangalore). He has over a decade of experience in the private banking and wealth management space - a highly demanding role in which he excelled. Before establishing Credence Multi Family Office, he held high-performance roles in Citibank and JM Morgan Stanley to oversee investment advisory and relationship management for high net worth clients.
Mr. Shah is the co-founder of Credence Multi family office, one of the premier multi family offices in India advising over INR Rs 20 Billion in assets. He has over a decades experience in private banking and has earlier held senior positions with Citibank and HSBC with a focus on developing investment strategies for HNI clients.
He currently also serves on the advisory boards of select SMEs. He has an MBA in finance and marketing from Symbiosis Institute of Business Management.