Wealth Discovery Investment Trust — EZ Wealth | Wisefolio

Wealth Discovery Investment Trust

Cat II · Managed by EZ Wealth

More for Less

Private equity, private credit and real-estate funds that don't employ leverage except for operating needs. The largest AIF category.

Overview

About

Wealth Discovery Investment Trust is a Category II Alternative Investment Fund managed by Wealth Discovery Securities Private Limited, a New Delhi-based full-service securities and wealth management firm. Operating through its digital platform 'EZ Wealth', the firm positions itself as a hybrid brokerage combining full-service advisory with cost-efficient execution. It offers services across equity, derivatives, commodities, and currency markets, along with investment advisory, tax advisory, and portfolio solutions. The firm aims to bridge the gap between traditional brokerage and discount platforms by delivering comprehensive financial services to retail, HNI, and institutional clients. Through its AIF offering, Wealth Discovery extends its capabilities into alternative investments, targeting sophisticated investors seeking diversified opportunities beyond public markets.

Investment philosophy

Wealth Discovery follows a client-centric investment philosophy focused on delivering 'more for less' by combining advisory-led investing with efficient execution. The firm emphasizes accessibility, informed decision-making, and a hybrid model that integrates traditional brokerage expertise with modern digital platforms.

Team30

Rahul Agarwal

Founder & CEO

Mr. Rahul looks after sales initiatives, marketing strategy and new product design and implementation. Responsible for steering the company into new product domains. Mr. Rahul brings over 12 years of International Experience into Wealth Discovery. He is a Technocrat with Post Graduate degrees in Civil Engineering and an MBA in Finance from the University of Pittsburgh.

Sachin Bansal

CFO & Compliance Head

Sachin Bansal is a Co-Director at Wealth Discovery Securities Private Limited and is involved in operational and financial management across the group’s broking, advisory, and investment activities.

Subhash Upreti

Regional Head

Satyaveer Singh

Head of Information Technology (IT)

Pooja Kharbanda

Head of Depository Operations

Mohit Tomar

Head of Back Office Operations

Shailendra Singh Pali

Trading Head

Anuj Kumar Singh

Head of Risk Management

Registration

SEBI registration

SEBI-registered

SEBI registration no.IN/AIF2/24-25/1527

RegisteredMay 2024 (2 years ago)

Valid untilPerpetual

Contact personRAHUL AGARWAL

Address1206, Kailash Building, K G Marg, Connaught Place, New Delhi 110001, New Delhi, National Capital Territory Of Delhi, 110001

Investment manager

Insights

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Disclaimer

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