Wealthapp, a wealth management company, has set its sight on expanding its assets under management to Rs 2,500 crore by 2025.

“Our current AUM is about Rs 950 crore and our target is to reach Rs 2,500 crore by 2025. We started with a small setup in Calcutta in 2014,” Anindya Paulchaudhuri, partner and group CEO, Wealthapp, said.

“Now, we are present in seven cities with a 30-member team and serve around 1,500 families globally, including a substantial NRI clientele,” he said.

“Our approach is to undertake financial planning for our client and offer goal-based solutions. We suggest those products that would suit the risk profile of the individual.”

“When top executives from large Indian private sector corporations across the manufacturing and services sector retire, they are referred to us for wealth management,” Paulchaudhuri, who held senior leadership roles in ABN AMRO, Standard Chartered and DBS Bank, said.

Wealthapp has diversified into family office business, broadening its services to include legacy, estate planning and tax advisory services.

Wealthapp was founded in 2014 by Soumyajit Ghosh, with an investment background at ANZ, ABN Amro and Citigroup.

“We are grateful for the trust and confidence our clients have placed in us over the past decade. As we look ahead, we remain dedicated to our core values of integrity, transparency and client satisfaction,” Ghosh said.