About Us

India's Premier
Investment Consultancy Firm

Company Profile

Started in 1984, Way2Wealth is an Investments Consultancy Firm known for making investing simpler and more profitable for investors. We offer a wide range of products & services under one roof, for the convenience and benefit of our customers. We service our customer relationships through a team of over 1000 wealth managers spread across 573 easily accessible Investment Outlets in almost all major towns and cities in India.

Our Mission

To be the pre-eminent destination for personalized financial solutions helping individuals create wealth.

Our Philosophy

We believe that "our knowledge combined with our investors trust and involvement will lead to the growth of wealth and make it an exciting experience".

Our Logo

Group Cos.

  • Way2Wealth Securities Private Limited
  • Way2Wealth Brokers Private Limited
  • Way2Wealth Commodities Private Limited
  • Way2Wealth Insurance Brokers Private Limited

Milestone

  • Feb-08: Launched - Commodities Busines
  • Feb-08: 1st Way2Wealth Franchise inducted
  • Aug-08: Launched - Currency Future Trading (amongst the first)
  • Oct-08: Milestone - 100th W2W outlet inaugurated
  • Jan-09: Launched - Online Trading (Amongst The First To Launch Single Screen Trading for Multiple Products)
  • May-09: Launched - MTF Business
  • May-09: Launched - NRI Business
  • Jun-09: Acquired - NBFC 'Prudential Integrated Finance'
  • Jan-10: Launched - Institution Desk & 1st Bank empanelment
  • Feb-10: Launched - Realty Business
  • May-10: Milestone - 200th Franchisee inducted
  • May-10: Acquired - Omnesys Tradenet broking business
  • Dec-10: Launched - Way2Wealth Illuminati (Algorithm based trading)
  • Feb-10: Milestone - International trading through MAREX Spectron
  • Apr-11: Launched - Online Trading for Karnataka Bank clients
  • Oct-11: Acquired - Techno Shares & Stocks Ltd.
  • Jan-12: Acquired - Total Insurance Brokers Pvt. Ltd.
  • Nov-12: Launched - Mandi2Market Traders Pvt. Ltd.
  • Nov-12: Launched - Way2Wealth Illuminati Pte. Ltd. (Singapore)

Awards & Recognition

  • Way2Wealth Wins MCX- Leading Broking House of the Year Award 2019
  • Way2Wealth Brokers Pvt. Ltd. Bags BSE – Top Volume Performers Award (Equity), 2017-18
  • Way2Wealth Brokers Pvt. Ltd. Bags Zee Business - DARE TO DREAM Company Of The Year Award – 2018
  • Way2Wealth Commodities Pvt. Ltd. Bags MCX Leading Brokerage House Of The Year Award – 2018
  • Way2Wealth Bags, BSE Top Performing Broker Award, 2016-17

THE GRAND JURY OF DRIVERS OF DIGITAL AWARDS 2017 – INDIA CHAPTER, HONOURED WAY2WEALTH BROKERS PVT. LTD. WITH

  • Award for Best Website in BFSI Sector

  • MULTI COMMODITY EXCHANGE HONORED WAY2WEALTH COMMODITIES PVT. LTD. WITH MCX EXCELLENCE-Best Commodity Broker of the Year 2016-17
  • NSDL GO-Green Award – 2017
  • NSDL Star Performer – 2016
  • NSE - Top Performing Members in Equity & Equity Derivatives 2015-16
  • NSE - Top Performing Members in Currency Futures 2015-16
  • BSE Top Ten Broker 2016

The Grand Jury of Drivers Of Digital Awards 2016 – India Chapter, honoured Way2Wealth Brokers Pvt. Ltd. with

  • Special Mention Award for Best Website in BFSI Sector

NATIONAL STOCK EXCHANGE OF INDIA LTD. HONOURED WAY2WEALTH BROKERS PVT. LTD. WITH

  • Certificate of Appreciation for being among the Top Performing Members in 2015-16, in Equity & Equity Derivatives

Nov 11, 2015, Way2Wealth Brokers Pvt. Ltd. bagged BSE Top Performer Award in four categories

  • Top Ten Performer in Equity Segment (Retail), 2014-15
  • Top Three Performer in Equity Segment (Algo), 2014-15
  • Top Ten in Currency Members, 2014-15
  • Top Ten Customers having member, 2014-15

Some other recognitions that make us feel proud are

  • BSE Top Ten Performer in Equity Segment (Retail) , 2013-14
  • BSE Top Three Performer in Equity Segment (Algo), 2013-14
  • NSDL Star Performer Award 2013- Top performer in active accounts, for showcasing an outstanding performance in Southern India
  • NSE – Investothon 2013-14, Most Shareholders Award

Parentage and Group Companies

We are a part of Shriram group, which is one amongst the large financial services groups in India.

Established in 1974, Shriram Group is one of the reputed and most respected Groups in India in the financial services sector with an established track record of more than 45 years and strong fundamentals. The brand "Shriram" is one of the most trusted brands in India which lends a competitive edge in attracting customers and exploring untapped business potential. People first” and "Serving the underserved" are the guiding principles followed at Shriram Group.

Way2Wealth Legacy

Way2Wealth was incorporated as Sivan Web Trading Private Limited in the year 2000, at Bengaluru and was thereafter rebranded as Way2Wealth Securities Private Limited, in the same year. Way2Wealth, along with its various downstream subsidiaries, operates a retail focused investment advisory business and is involved in providing a host of other financial services. We were also ranked amongst the top ten broking entities in the retail broking segment during financial year 2013, according to the BSE.

We have a presence across 21 states in India, as of December 31, 2020. We believe that the depth in the ability to service its clients comes from the combined experience of our management team which comprises of employees who have had the experience of working with some of the leading financial services companies.

Our Business

Our core businesses can be categorized into broking related business, distribution business and fund based business, an overview of which is set out below:
  • Broking and Commission Business- This segment comprises equity brokerage, commodity brokerage, currency brokerage, insurance broking and real estate broking. The institutional segment has institutional clients empanelled for equity broking and trade execution services on the equity markets. In addition, we also provide customized portfolio management services to its clients.
  • Distribution Business- This segment consists of financial products distribution initiatives, namely, mutual funds products, primary market products and third-party products. The distribution business is managed by a team of managers. We are also involved in providing wealth management services for high net worth individuals.
  • Fund Based Activities- Financing clients for their market related activity is the core business for our NBFC. It extends loan against listed shares, financing for subscribing for initial public offers of corporates, loan against mutual funds, corporate employee stock option financing and related funding activities.

    In addition to the aforesaid service offerings, we are also involved in conducting research and publishing daily, weekly, monthly and special research reports on topics such as equity instruments, derivatives, mutual funds, commodities trading and currencies. Additionally, we are also involved in insurance advisory and placement of insurance services to corporate and small and medium enterprises. We have also been registered as a point of presence by the Pension Fund Regulatory and Development Authority to perform functions including, registration of subscribers, undertaking know-

    your-customer verifications, receiving contributions and instructions from subscribers and transmission of the same to the designated National Pension Scheme intermediaries.

    These services are provided through our network of branches, as well as through Way2Wealth Online which provides a multi-exchange trading platform and multi-channel access for clients and through mobile trading facilities.

The Visionary

The visionary and founder behind our group is Mr. R Thyagarajan.

Prior to the humble beginnings of Shriram Chits, Mr. R Thyagarajan worked with New India Assurance, where he was strongly influenced by the then director, Mr. BK Shah. A lot of the values and philosophies that drive the group are taken from what he learned during his stint with New India Assurance and his own personal commitment to the cause of the underserved.

He holds a Masters in Mathematics and a Masters in Mathematical Statistics (I.S.I). He is an associate at Chartered Insurance Institute (A.C.I, London), and is a visiting faculty at the Asian Institute of Insurance, Philippines.

He was awarded the Padma Bhushan, India's third highest civilian award, in 2013 in the field of trade and industry.

Inclusive growth has always been a driving force for the group as it grows and expands to new businesses and verticals. The services of Mr. R. Thyagarajan in the neglected sectors of the society will help shape the group in the good stand in its ambition to contribute to the Indian growth story in the years to come.

Group Business Details

Shriram Group has its presence in a wide range of financial services viz., commercial vehicle and retail financing, small enterprise finance, life and general Insurance, stock broking, financial products distribution, wealth advisory services, asset management and mutual funds. Shriram Transport Finance the flagship company of Shriram Group and a listed NBFC is a leading player in organized pre-owned CV financing and one of the largest asset financing NBFCs in India. Shriram City Union Finance, another listed NBFC of the group is amongst the largest and well diversified retail finance companies in the industry, is the market leader in Two-Wheeler segment and a leading player in the small enterprises finance segment.

Today, Shriram Group has:
  • Customer Base of over 12 Million
  • Assets under Management of over Rs.1,60,000 Crores
  • Employee Strength of around 80,000 people
  • Branches of over 3,850 PAN India

Shriram Credit Company Limited (SCCL):

SCCL, incorporated in the year 1980, is a Non-Deposit taking Systemically Important NBFC registered with RBI. In addition to extending secured loans to its borrowers, SCCL through its subsidiaries, is engaged in:
  • Stock Broking, Depository and RTA Services (through Shriram Insight Share Brokers Ltd.)
  • Commodities Broking (through Insight Commodities & Futures Pvt. Ltd., a subsidiary of Shriram Insight Share Brokers Ltd.)
  • Distribution of Financial Products, predominantly of Shriram Group (through Shriram Fortune Solutions Ltd.)
  • Infrastructure Provider (through Shriram Financial Products Solutions (Chennai) Pvt. Ltd.)
  • Asset Management/Mutual Fund (through Shriram Asset Management Company Limited)
  • Wealth Management Services (through Shriram Wealth Advisors Limited)
  • Providing equity research and investment advisory services to SIIP India Opportunities Fund

Key People

Way2Wealth has a management team with over 150 man-years of experience amongst themselves. A strong leadership, respected within industry circles and recognized among competitors as being formidable and strong, demonstrates high quality and a visionary management style.

Mr. M. R Shashibhushan, CEO, Way2Wealth
Mr. M R Shashibhushan has over 25 years of experience in various areas of the Indian Capital & Commodity Markets, Investment Advisory Businesses spanning across corporates like Escorts Securities, Kotak Securities, Investsmart India ltd & for the past 10 years with Way2Wealth (a coffee day company).

Through his career he has made significant contributions in various functional areas of Capital & Commodity markets, Investment Advisory, wealth management & Distribution of Financial products.

Currently, as the Chief Executive Officer at Way2Wealth, strategic planning, asset aggregation, digital initiatives & wealth management initiatives are the key focus areas overseen by him.

Srinath B G, CFO
Srinath has over 17 years of experience spread across: finance, business advisory, financial planning, operations, accounting, compliance & auditing functions. He is an F.C.A and previously was a practicing Chartered Accountant.

Gentil Augustine, Head - Retail Business & Head - HRD
Gentil, has over 15 years of work experience in various sectors of the services industry. Previously with IL&FS Investsmart (AVP - HR) and Elbee-UPS.

Rima Srivastava, CTO
Rima has over 13 years experience in Indian capital markets. Prior to joining Way2Wealth, she was with BRICS Securities as Head-Technology and has been associated with organizations such as the National Stock Exchange, TAIB Securities, Intiqua etc. in her previous assignments.

Shantanu Bharadwaj, Business Head & Principal Officer, Way2Wealth Insurance Brokers Pvt. Ltd.
Mr. Shantanu Bharadwaj specializes in Product Advisory & Life Insurance. With over 10 years of commendable experience in Insurance domain, Shantanu’s profile spans product development, regional sales, business analytics & strategy. Prior to joining Way2Wealth in Nov 2007, he was associated with IL&FS Investment & NCDEX.
He is an MS (Quant Economics – Indian Statistical Institute) and is a Fellow of Insurance Institute of India.

Key Offices

Email: Contact@way2wealth.com
SMS : W2W to 575758

Registered Office
Rukmini Towers, 3rd & 4th Floor, # 3/1, Platform Road, Sheshadripuram, Bangalore - 560 020. Karnataka, India
Ph :Ph: (+91 80) 43676869, (080) 23564556/23561952.

Corporate Office
EFC Office Infra, 14th Floor, D Wing, Empire Tower, Cloud City, Gut No. 31, Airoli, Off Thane-Belapur Road, Navi Mumbai - 400708. Maharashtra, India
Ph : (+91 22) - 61462900/40192900.

Regional Offices:
Bangalore
Coffee Day Square Annex Building, Ground Floor,28/3 Vittal Mallya Road, Bangalore - 560001


New Delhi
D-74, Himalaya House, 7th Floor, 23, K.G.Marg,New Delhi-110001


Chennai
2nd Floor,Palsak Villa, No:10, Seethammal Colony, 2nd Main Road, Alwarpet - 600018



Mumbai
EFC LTD, 14th Floor, Empire Tower, A wing, , Reliable Cloud city, Gut No.31, Thane – Belapur Road, Airoli, Navi Mumbai – 400708. Maharashtra, India


Hyderabad
# 6-3-571/1/5 II Floor Rockvista Rockdale Compound Somajiguda - 500082


Kolkata
No 315,3rd Floor,Krishna Building,224-A,Acharya Jagadish Chandra Bose Road,Kolkata - 700001