Hi, I’m Anil Bharadwaj, Founder and CEO of WealthBox Investments — and I’m here to simplify the world of personal finance for you.

With over 15 years of experience working with some of India’s leading investment houses, I’ve had the privilege of managing portfolios, guiding financial decisions, and watching the markets evolve firsthand. But more importantly, I’ve seen how confusing, overwhelming, and intimidating personal finance can feel for most people. Whether it’s figuring out how to start investing, choosing the right financial products, or simply trying to save smartly — people often don’t know where to begin, or who to trust.

That’s why I started WealthBox Investments — not just as a firm, but as a movement to make financial literacy and investment planning simple, accessible, and truly personalized. We combine the best of both worlds: the traditional, trusted face-to-face approach that builds deep, human relationships, and the modern, tech-enabled convenience that lets you manage your money anytime, anywhere.

Based out of Bangalore, we work with individuals and families across India, guiding them to make smarter decisions about saving, investing, and growing their wealth. Our mission is to empower people to take control of their financial futures — without jargon, without stress, and without needing a finance degree to make sense of it all.

At WealthBox, we believe everyone deserves trusted financial services, not just the wealthy. Whether you’re a young professional just getting started, a family planning for your child’s future, or someone looking to make the most of your retirement — we’re here for you. And whether you prefer sitting across the table or tapping on your phone, we’ve got you covered.

This is more than business for us. It’s a commitment to building a financially confident India — one person, one family, one goal at a time.

Welcome to WealthBox Investments — where your financial journey gets simpler, smarter, and a lot more empowering.