Wealth Wisdom (wwipl.com) is a leading platform specializing in unlisted shares, delisted shares, pre-IPO shares, and other exclusive investment opportunities. Our dedication to transparency, expertise, and personalized care has made us a trusted entity in the unlisted share market, guiding investors to make informed decisions and enhance their portfolios.
Founded in 2007, Wealth Wisdom embarked on its journey with a vision to democratize access to unique investment opportunities often hidden from retail investors. Our mission is to guide investors through the less-travelled paths of the unlisted share market, helping them unravel its potential and align their investment strategies with their financial goals.
At Wealth Wisdom, our work ethics are driven by a set of core values that shape our approach to business and ensure we maintain the highest standards of service:
To bring investment opportunities for each investor in niche private market space.
To give a most compelling investing experience in private market through transparency , efficiency & reliability.
A better future begins with our own people and we believe in our people's abilities, ambitions and dreams as a team. we collaborate to drive initiative, learn, grow and make an impact.
Our team is the pillar of Wealth Wisdom. Comprising professionals with diverse experience in finance, investment, and research, our team provides a wealth of knowledge and expertise. Our objective is to offer unmatched service and support to help our clients navigate the unlisted share market with confidence.
With over a decade of experience, Mr. Krishna Patwari established one of the leading Investment Company named Oswal Trading Company Private Limited (presently Wealth Wisdom India Private Limited), operating in Delisted, Unlisted, Pre-IPO, Ill-Liquid Shares and other financial securities. Prior to establishing the company, he held a variety of roles & responsibilities at IDBI Bank, ICICI Bank, IL&FS Investsmart Ltd, Karvy Stock Broaking Ltd.
Dr. Ratish C Gupta is an experienced professional with more than 22 years across Capital Markets and academia. An alumnus of IIM Kozhikode, a Chartered Marketer and an Associate Member of The Chartered Institute of Marketing, UK, he has held roles with IDBI Bank, IL&FS Investsmart, Franklin Templeton Investments, Aditya Birla Money and Daly College Business School. He holds a PhD in Management focusing on behavioural aspects of mutual fund investors and has earned advanced credentials including NISM Research Analyst, NISM MFD, Certified Investment Analyst (CIA) - Level 3, Certified Market Professional (CMP)-Level 3 from NCFM.
He has contributed research to national and international platforms and serves on the Editorial and Review Boards of eleven international journals across the UK, USA and Middle East indexed in reputed databases like SCOPUS, EBSCO, ProQuest, &ABDC. He edited the book “ANVESHAK – Demystifying Contemporary Business Scenarios” published by Asian Press Kolkata in 2021 (ISBN 978-93-92288-54-8).
Mr. Niresh Maheshwari is a Chartered Accountant by profession, since 2001. He additionally holds a Master's degree in Financial Administration from Devi Ahilya University Indore and is a member of the arbitration panel of the Institute of Chartered Accountants of India. Mr. Maheshwari has great involvement with the capital market and banking area whereas independently handled debt syndication, M & A Activity, private equity transactions consultancy and advisory services for various corporate/SME clients worldwide.
Mr. Chirag Patwari is a Qualified Chartered Accountant and Company Secretary by profession. He has work experience in Corporate Financial Planning & Analysis in Bajaj Housing Finance and Wipro India Limited. Being a part of CA fraternity, Mr. Chirag has gained 3 years experience in Financial Consultancy and Statutory Auditing. along with, he has been a part of Wipro Toastmasters Club and ICAI as Vice-President of Public Relations, Elected Committee and Event Coordinator, International Conference respectively.
If you wish to learn more about Wealth Wisdom and how we can guide you through your unlisted share investment journey, please contact us today. We are excited to accompany you on your path to investment success.
