Wealth Vault Research and Analytics Pvt Ltd

06/07/2025

🎶 When work pauses… and something real begins.

Yesterday, during a spontaneous jam session, Suraj Prahlada Gupta, picked up the guitar and filled the room with effortless rhythm and calm.

Moments later, , our intern, picked up the right chords and soon, the room found itself humming along in quiet awe.

Just music, connection, and a moment that made us all pause and smile.

This is what we believe in:
💡 When real wealth is built with real joy, life’s good — and work feels right.

21/01/2025

Global Expertise, Delivered to You 🌍✈️

At Wealth Vault Research and Analytics Pvt Ltd, we believe in breaking boundaries. Our recent Dubai trip wasn’t just a reward for our team's commitment to client-centricity—it was an opportunity to embrace global innovation and elevate wealth management to new heights.

Inspired by Dubai’s dynamic financial ecosystem, we’re more determined than ever to empower our clients with smarter strategies and deeper conviction.

Kudos to Team WealthVault for setting new benchmarks in client experience. Together, we’re shaping the future of wealth management.

Here’s to growth, innovation, and endless possibilities! 💡🌟

07/01/2025

This is to share some key insights from a recent Morgan Stanley report. They're extremely bullish on India. This is driven by strong macro stability and domestic flows. The report highlights a positive outlook for financials, consumer discretionary, industrials and technology sectors.

Listen to the clip for more details on their analysis, including the Index targets and key indicators. "

27/06/2024

🌟 A Moment of Pride and Gratitude! 🌟

We are thrilled to share that Wealth Vault Research and Analytics Pvt Ltd has been featured in today's The Economic Times under the headline "The Young Titans of Mutual Fund Industry"! This recognition is a testament to the hard work and dedication of our incredible team. Vedant Ahuja, kakkar, Satpal Saini, Singhal, Vikas Bhattu, Suraj Gupta, Prakhar Jain.

A special thank you to our investor clients for your continued faith in us and Unwavering Support. Your trust inspires us to strive for excellence every day.

To our fantastic team - this achievement wouldn't have been possible without your relentless efforts and commitment. You are the true titans behind our success!

Together, we are shaping the future of wealth management. Here's to many more milestones ahead! 🥂

We are deeply honored by the acknowledgment from The Asset Management Company and Kailash Kulkarni, CEO of HSBC Mutual Fund India. Heartfelt Gratitude.

, , The Economic Times, FPSB India, Wealth management, Mutual Fund Sahi hai, MUTUAL FUND INVESTORS GROUP OF INDIA

30/04/2024

⭐ Exciting Discussion with Portfolio Manager:

Ms. Meenakshi Dawar manages Rs. 16,848 Crores of AUM across three funds in Value, Flexi Cap and Hybrid Fund strategies in India Asset Management Company. We're happy to share that it was a nice opportunity to interact with such a seasoned professional and delve upon market dynamics and investment landscape in current scenario.

Through our conversations with leading fund managers like Meenakshi, we gain valuable insights into emerging trends, potential opportunities, and risk factors shaping the market landscape. This allows us to tailor our investment approach to better serve your financial goals and aspirations.

Stay tuned as we continue to leverage our partnerships and expertise to bring you the latest market insights and investment opportunities. Remember, at WWealth Vault Research and Analytics Pvt Ltd your success is our priority!

VVikas BhattuPPranav SinghalSSatpal SainiSSuraj Gupta
NNippon Life India Asset Management Limited

28/04/2024

Weekly News by Wealth Vault

👉 GST Department Update
Direct tax collections exceed estimates in FY24; jump 18% to Rs 19.58 lakh crore.
Refunds of Rs 3.79 lakh crore have been issued in the FY 2023-24.

👉 IRDAI Update
Age no bar for health insurance; senior citizens above 65 eligible for policies now.
IRDAI's move aims to establish an inclusive healthcare ecosystem.

👉 Healthcare Update
Private hospitals in India expected to witness double-digit revenue growth this fiscal.
The operating profitability of private hospitals may remain at 16-17% in FY25.

👉 Kotak Mahindra Bank Update
RBI bars Kotak Mahindra Bank from onboarding customers online, issuing fresh credit cards.
Central bank finds 'serious deficiencies' in Kotak Bank's IT risk management.

👉Global Update
World Bank predicts high interest rates in 2024 and 2025 due to stable commodity prices. Geopolitical tensions and US rates influence RBI decisions.
Commodity-price spikes pose inflation risks, challenging progress made in reducing inflation over the past two years.

👉 Stock Market Update
Markets snap five-day rally; Sensex tumbles over 600 points.
Profit-taking also came into play as the 30-share BSE Sensex tanked 609.28 points or 0.82 per cent to settle at 73,730.16. During the day, it lost 722.79 points or 0.97 per cent to 73,616.65.

The NSE Nifty declined 150.40 points or 0.67 per cent to 22,419.95.

With personalized advice and a deep understanding of goals, WealthVault's relationship managers can help create a customized that aligns with your unique needs and risk tolerance.

Contact Us:

👉 0172-4000558
👉 [email protected]

👉 Learn more at:

https://www.wealthvault.in/

https://www.facebook.com/wealthvault.in

https://www.instagram.com/wealthvault.in/
https://www.linkedin.com/company/wealthvault-research-and-analytics-pvt-ltd/?viewAsMember=true

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20/04/2024

Weekly News by Wealth Vault

👉 FMCG Update
Bournvita is not a 'health drink': The Centre directs e-commerce platforms to remove beverage from the category. NCPCR found that Bournvita contains sugar levels much above the acceptable limits

👉Economy Update
IMF raises India's growth projection to 6.8 pc; growth in China is likely to slow to 4.6 pcGrowth in emerging and developing Asia is expected to fall.

👉Stock Update
VI to launch 5G in 6-9 months post Rs 18,000 crore FPO as it looks to catch up with Jio, AirtelThis will be largest follow-on share sale by a corporate on Indian stock exchanges

👉FMCG Update
Nestle India shares plunge over sugar content row; FSSAI launches inquiryNestle India said it has reduced added sugars by up to 30% over the past five years

👉Musk Visit Update
Elon Musk postpones India trip; says visit moved to 'later this year'Musk cited 'heavy Tesla obligations' as a reason

👉Market Update
Markets recovered sharply to close higher but still end down for the week amid FII selling. Sensex ended 599 points or 0.8 per cent higher at 73,088.33 level
Similarly, the Nifty 50 saw a swing of over 400 points through the day. It closed up 151 points or 0.7 per cent at 22,147 level.

👉With personalized advice and a deep understanding of goals, WealthVault's relationship managers can help create a customized that aligns with your unique needs and risk tolerance.

Contact Us:

👉 0172-4000558
👉 [email protected]

👉 Learn more at:

https://www.wealthvault.in/

https://www.facebook.com/wealthvault.in

https://www.instagram.com/wealthvault.in/
https://www.linkedin.com/company/wealthvault-research-and-analytics-pvt-ltd/?viewAsMember=true

https://www.youtube.com/

18/04/2024

Fantastic coffee chat ☕ with Mr. Gaurab Parija, National Sales Head of Bandhan Mutual Fund! 💼💡

A stimulating discussion on financial strategies and growth prospects.

Here's to mutual growth for Team Wealth Vault and Bandhan Mutual Fund! 🚀💰

Pranav Singhal

Vikas Bhattu

Satpal Saini

Bandhan Mutual Fund

"

With personalized advice and a deep understanding of goals, WealthVault's relationship managers can help create a customized that aligns with your unique needs and risk tolerance.

Contact Us:

👉 0172-4000558
👉 [email protected]

👉 Learn more at:

https://www.wealthvault.in/

https://www.facebook.com/wealthvault.in

https://www.instagram.com/wealthvault.in/
https://www.linkedin.com/company/wealthvault-research-and-analytics-pvt-ltd/?viewAsMember=true

https://www.youtube.com/

17/04/2024

Happy Ram Navami from WealthVault!

On this auspicious Ram Navami, may Lord Rama's principles of integrity and righteousness guide your investments towards steady growth.

With personalized advice and a deep understanding of goals, WealthVault's relationship managers can help create a customized that aligns with your unique needs and risk tolerance.

Contact Us:

👉 0172-4000558
👉 [email protected]

👉 Learn more at:

https://www.wealthvault.in/

https://www.facebook.com/wealthvault.in

https://www.instagram.com/wealthvault.in/
https://www.linkedin.com/company/wealthvault-research-and-analytics-pvt-ltd/?viewAsMember=true

https://www.youtube.com/

13/04/2024

Weekly News by Wealth Vault

👉Market Update
BSE market cap rockets to Rs 400 lakh crore in just 9 months, surging 57% since April 2023.
Realty, PSU banks, autos, and other key sectors are fueling the rally.
This follows previous milestones of Rs 100 lakh crore in 2014, Rs 200 lakh crore in 2021, and Rs 300 lakh crore in 2023.

👉Business Update
Elon Musk to meet PM Modi later this month; to make announcements about investing in India.
Musk and Modi last met in New York in June.

👉 Business Update
Tata Neu begins online food delivery in Delhi-NCR, Bengaluru; to expand to more cities by May.
The app got a facelift with the introduction of new User Interface.

👉 Economy Update
Retail inflation eases to a 5-month low of 4.85 pc in March, inches close to RBI's target.
Previously, CPI-based inflation was the lowest at 4.87 per cent in October 2023.

👉Stock Market Update
Sensex, and Nifty tank 1 pc after record-breaking rally as US inflation data spoilsport.
The 30-share BSE Sensex tanked 793.25 points or 1.06 per cent to settle at 74,244.90.
The NSE Nifty declined 234.40 points or 1.03 per cent to close at 22,519.40.

👉Global Update
As per the report on last friday, there is a possibility of an attack on Israeli soil by Iran. So the oil prices surged. The possibility of attack is looming within the next 24 to 48 hours.

With personalized advice and a deep understanding of goals, WealthVault's relationship managers can help create a customized that aligns with your unique needs and risk tolerance.

Contact Us:

👉 0172-4000558
👉 [email protected]

👉 Learn more at:

https://www.wealthvault.in/

https://www.facebook.com/wealthvault.in

https://www.instagram.com/wealthvault.in/
https://www.linkedin.com/company/wealthvault-research-and-analytics-pvt-ltd/?viewAsMember=true

https://www.youtube.com/

12/04/2024

WealthVault views back in January'2022.

Portfolio changes can be done with a very cautious approach if one has the understanding of the market cycles from one set of equity to another set of equity or one may choose portfolio rebalancing with a prudent financial coach.