A new technology platform designed to simplify investing for everyday investors was introduced at the ANMI StockTech 2026 event.
The WealthTick platform was officially launched in the presence of ANMI Chairman Arjun Shah, along with Executive Members Mahesh Kumar and Kamlesh Shroff.
With this launch, WealthTick aims to bring simpler and smarter investing tools to investors and advisors through technology.
Industry leaders appreciated the platform for helping brokers, advisors, and investors access modern investment tools without the need to build expensive technology infrastructure.
What is WealthTick?
WealthTick is a digital platform built to simplify investing for everyday investors.
It brings investors, brokers, and SEBI-registered advisors together on one platform and provides smart tools to help people manage and track their investments more easily.
Key features include:
• Smart Investing Ideas across mutual funds and curated investment strategies
• Unified Portfolio Tracker to view all investments in one place with smart analytics and rebalancing alerts
• AI-powered financial chatbot that helps investors understand options and make better investment decisions anytime
Built for Everyday Investors
WealthTick focuses on solving real problems faced by everyday investors such as:
Salaried employees who want to grow their income through disciplined investing
People with home loans who want smarter ways to reduce loan burden
Active traders and investors looking for structured investment ideas
New investors who need simple guidance while starting their investment journey
With its AI-powered assistant, investors can ask questions, understand investment options, and make better decisions — anytime.
Founded by Uday Powale
WealthTick is founded by Uday Powale, a capital markets professional with over 17 years of experience in fintech, investment advisory, and SEBI regulatory frameworks.
Combining deep market expertise with modern technology and AI-driven solutions, his vision is to build a platform that helps investors make smarter financial decisions in a simple and accessible way.
His vision is to build a platform that helps investors make smarter financial decisions through technology, while empowering brokers with best-in-class user experiences to grow their revenue and acquire more clients.
A New Step in India’s WealthTech Journey
As retail participation in Indian markets continues to rise, WealthTick is focused on building a technology-driven platform for investors, brokers, and advisors.
Over the next two years, the platform plans to partner with more than 100 brokers, enabling them to offer smarter investing tools and improved digital experiences to their clients.
With its mix of modern technology, curated investment ideas, and AI-powered guidance, WealthTick aims to make investing simpler and more accessible for everyday investors.