We are Wealue One
Our overarching vision at Wealue One is grounded in the continuous enhancement of value, extending to investors, stakeholders, and society as a whole on every possible occasion. We strive to be a proactive and diligent entity, driven by a mission that entails being constructed through the satisfaction of our valued customers and other stakeholders. In our pursuit of excellence, we aim to contribute to the creation of wealth that permeates throughout the entire value chain. Our approach is underpinned by unwavering dedication to the highest standards of integrity, customer commitment, quality, collaborative teamwork, respect for all, and stringent accountability. These principles guide us in all of our endeavors, ensuring that we consistently uphold these values in every facet of our operations.
At Wealue One, we take pride in our exceptional expertise in Share Certificate Consultation. Our journey in the world of investment consultation has been guided by a deep commitment to precision and integrity.We understand that dealing with the share certificates can often be a complex and intricate task, and our mission is to simplify this process for our clients.
Furthermore, at Wealue One, we're dedicated to bringing you an exceptional opportunity to invest in the shares of unlisted companies. Investing in them is a strategic move, as these companies have the potential to provide superior returns compared to their larger listed counterparts. By venturing into the unlisted shares, one can diversify the portfolio and participate in the growth of emerging companies.
Moreover, as the financial landscape continues to evolve, we remain committed to delivering comprehensive solutions that empower our clients to navigate this complex world with confidence. Wealue One is your trusted resource for all things relating to mutual funds, Insurance, succession planning, debt syndication and beyond. With us, you're not just a client; you're a valued partner on the path to financial success
Why Wealue One?
At Wealue One, we're not just a financial consulting firm; we're your dedicated partners in your journey towards financial success. But what sets us apart? Why choose Wealue One?
- Expertise and Experience: Our team boasts unparalleled expertise, in-depth product knowledge and dedication to detailing in ‘whatever we do’, ensuring you receive the highest quality guidance and support.
- Client-Centric Approach: We put you at the center of everything we do. Your goals, your aspirations, and your financial well-being are our top priorities.
- Comprehensive Solutions: We go beyond the norm to offer a wide array of services, from Share Certificate Consultation to Unlisted Shares, Mutual Funds, Succession Planning, Insurance, and Debt Syndication. We're your one-stop-shop for all your financial needs.
- Innovation and Personalized Solutions: We adapt to the changing financial landscape, delivering innovative solutions to keep you ahead. Our customized approach considers your unique requirements, including risk profile, time horizon, current financial standing, etc
- Integrity and timeliness: Integrity and timeliness are the cornerstones of our success recipe, fostering trust. You can trust us to provide transparent, ethical, honest and timely solutions.
Wealue One Journey
Wealue One Leadership
Girish Chawla
Co-founder & Managing Partner
Girish Chawla is a Chartered Accountant with over 12 years of post-qualification experience. He has a solid background in investment and financial products, having worked with corporates including Royal Bank of Scotland (RBS), Acuité Ratings & Research Limited, etc.; During his time there, he was responsible for executing research across various asset classes including equity, debt, currency, and gold, while also gaining expertise in industry grading and credit risk assessment for medium and large corporations. At Wealue One, Girish leads business development and marketing initiatives, driving the firm’s growth and expansion with his deep industry insights and strategic vision.
Ritesh Chawla
Co-founder & Managing Partner
Ritesh Chawla brings more than 10 years of experience in personal finance, specializing in helping clients make informed investment decisions. At Wealue One, he carefully assesses each client's risk profile, considering factors such as time horizon, current investment allocation, and tax implications, before recommending investment products. His methodical approach ensures that each client's portfolio is tailored to meet their financial goals while optimizing returns. Ritesh's deep understanding of personal finance and his commitment to client satisfaction are central to the firm's success.
Tushar Patel
Associate Partner – Debt Syndication Division
Tushar Patel, a Chartered Accountant with a strong foundation in financial services, serves as the backbone of Wealue One’s Debt Syndication Division. As an Associated Partner, he manages every aspect of the debt syndication process, from initial client consultations to structuring and sourcing competitive financing offers. Tushar’s expertise includes coordinating with lenders, negotiating terms, and ensuring compliance with documentation requirements. His ability to monitor market trends and identify refinancing opportunities helps maximize financial efficiency and profitability for client projects. Tushar’s consistent track record of excellence in financial advisory is a testament to his deep understanding of financial products and market dynamics.
Gourav Rungta
Associate Partner - Pune Region
Gourav Rungta, a Chartered Accountant with a distinguished career in financial products, serves as an Associated Partner at Wealue One, overseeing operations in the Pune region. He specializes in sourcing opportunities for share certificate consultation, assisting clients in managing their shares held in physical form and transitioning them to electronic demat accounts. Beyond share certificate consultation, Gourav plays a vital role in sourcing leads from Pune’s real estate sector, providing debt syndication solutions tailored to developers' needs. His comprehensive knowledge of regulations, market dynamics, and his extensive network enable him to deliver effective and insightful financial solutions to our clients.
Synaa Chawla
Head of Client Servicing - Share Certificate Consultation
With over 7 years of experience, Synaa Chawla has been instrumental in establishing and leading the client servicing team for one of key divisions viz. Share Certificate Consultation at Wealue One. She oversees the execution of operations, liaising on behalf of clients with various stakeholders including companies, RTAs, the IEPF Authority, advocates, and police authorities. Her responsibilities encompass facilitating the issuance of duplicate share certificates, guiding legal heirs through the inheritance process, and successfully reclaiming shares from the IEPF. Synaa’s dedication and profound knowledge make her an invaluable asset, ensuring smooth and efficient client service.
Bhavana Sharma
Head of Operations & Sales
Bhavana Sharma exemplifies the phrase "master of all trades," excelling in various roles at Wealue One. In just three years, she has risen to a leadership position, overseeing and optimizing business functions across departments and products. As Head of Operations, she ensures that the team is well-prepared to deliver high-quality products and services through strategic recruitment, training, and development. Additionally, as Head of Sales, Bhavana meticulously manages the entire sales cycle, from prospecting and lead generation to negotiation and closing, demonstrating her remarkable versatility and precision.
Divya Hassija
Head of Research & Client Servicing - Unlisted Shares
Divya Hassija, a Postgraduate in Banking and Finance, is an exceptional leader who heads the Research and Client Servicing functions at Wealue One. In a remarkably short span of time, she has risen to this critical role, demonstrating outstanding dedication and expertise. Divya's work involves spearheading comprehensive research efforts and ensuring top-notch client service, both of which are vital to the firm’s success. Her ability to analyze complex data and translate it into actionable insights has significantly contributed to Wealue One's growth. Divya’s commitment to excellence and her keen understanding of client needs make her an invaluable asset to the firm.
Our Team
