Your Bridge to Wealth
WealthBridge Capital Advisors Private Limited ("WealthBridge") is a company that is completely focused on the business of equity research and investments. Started in 2005 as a company that provided corporate finance advisory services, the Company started investing its surplus funds from FY 2007-08 onwards. Since 2009, the Company had been providing equity research services and was registered with SEBI as a Research Analyst [Registration Number: INH200002333]. WealthBridge is now providing Portfolio and Wealth Management Services to High Networth Individuals (HNIs) and Companies with the objective of building wealth over a long period of time. The Company is registered with SEBI as a Portfolio Manager [INP000005240].
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
Discretionary Equity focused Portfolio
Vivek Bhargava
BoardExecutive Chairman
PGDM (IIM Calcutta)
Vivek Bhargava, a PGDM from IIM Calcutta with over thirty years of successful track-record in the field of investing, corporate finance and capital markets. He has been the Executive Chairman of WealthBridge for over fifteen years. Over the last six years he has been heading the team that provides Portfolio Management Services. He also supports the proprietary investment and trading activities of the Company.
Anshu Bhargava
BoardExecutive Director
Chartered Accountant
Anshu Bhargava, a Chartered Accountant, has a very impressive track-record of investing in the stock markets over the last thirty years. With a strong focus on fundamental analysis she focuses on long term investment opportunities. She is currently the Executive Director of the Company. She handles the investment activities of the Company.
Ramanuj Das Lahoti
BoardDirector
Ramanuj Lahoti, a member and former Director of the Hyderabad Stock Exchange(HSE) and Hyderabad Securities and Enterprises Limited, has been in stock broking for over thrity years and has a very successful track-record as an investor and trader in the stock markets. He is currently on the Board of HSB Securities & Equities Limited.
Karn Bhargava
BoardWhole Time Director
CFA
Karn Bhargava is a CFA Charterholder (CFA Institute, USA) and a post graduate in Securities Markets from the National Institute of Securities Markets, with 5 years of experience in analysing companies in the listed space as well as start-ups. He has been actively involved in the field of research and fund management in WealthBridge after having worked in research at PCS Securities Limited. He also supports the proprietary investment and trading activities of the Company.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Avantika Bhargava
BoardWhole Time Director
CA
Avantika Bhargava, a Chartered Accountant, has 5 years of experience in the financial services industry with substantial knowledge of Capital markets and financial instruments. At WealthBridge, she has donned several hats and is currently handling research and investment in the Debt and Capital Markets. Her role is to identify suitable opportunities in the debt markets, and extending support to the equity research function.
© 2026 Wisefolio. Legal and disclaimers