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about us

About Us

Who We Are

Wealth Insight (WI) is India's first boutique wealth management firm founded by Professional Wealth managers to provide a platform of Private Wealth Management services in India.

WI was founded in May, 2009 and operates in Bangalore as its head Quarter. Its core team included Rohan Bhate, Bipin Singh and Dipen Dutta who have spent years in the areas of Private banking, investment banking, and education and corporate banking before setting up WI.

Wealth insight primarily mean "In dept of Money" follows a client centric approach and based on the advisory model realize the true value of money for its clients. It follows a 360 degree approach of Estate Planning to its clients by advising them on each and every parameters on individual as well as on corporate front. Its Nobel objective is to help educational institutes in workshops, designing courses, and imparting right education to ensure that we as a country should get the best of the talent from all levels of education.

A typical Private Client of WI is an informed and knowledgeable Client Family, which has and is creating Private Wealth. Together they constitute the most successful section of our society. They are high profile Corporate Heads, Successful Professionals & Entrepreneurs and Eminent Businessmen pioneers in their fields. WI believes in learning and inculcating the positive aspects of its every successful client.

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Vision

To be the most admirable Wealth management advisory firm in India by imparting knowledge and showcasing best practices with a focused team and best clients.

Focused Team
Best Clients
Best practices
 

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Advisory board

The stepping stone for building a winning team is an inspiring coach. This apart the credibility of the coach also lends credibility to the team. Therefore, while laying the foundation of TeamWI we thought of constituting an inspiring and credible Advisory Board. We at WI work under the close supervision & guidance of our Advisory Board.

WI's Advisory Board includes an impressive roster of Industry vide veterans including Eminent Family Business Leaders, High Profile Senior Corporate Heads and Successful Business Entrepreneurs and Professionals. The Firm believes that the insights and expertise of its broad based Advisory Board will provide an invaluable strategic edge as the Firm strives to maintain its leadership position in the industry.

Chetan Bajaj

chetan bajaj

Over 25 years in Industry, Consulting and Academics

Director

  • International School of Business & Media from 2005 to 2008. Built up a world class Business School in Bangalore from a scratch to having 450 students.
  • Jain School of Retail and Department of Management Studies.

Academics

  • Management Development Institute (MDI), Gurgaon,
  • Kirloskar Institute of Advanced Management Studies (Kiams)
  • Bapuji Institute of Management studies (as Director) and
  • Visiting faculty at IIM (K) and Antwerp University, Belgium

Industry and consulting

  • Price Waterhouse --- Senior Consultant to top MNCs and national companies like Kellogs, Philip Morris, Sumitomo, JICA, AT&T, Phillip Morris, DCM group, HMT, etc
  • Apollo Tyres -- Executive assistant to Chairman Mr Raunaq Singh one of top businessman in his time.
  • ABC Business Solution – Senior Lead consultant consulted MNCs and top Indian companies including – Al Nukaly, (Saudi Arabia) , Escorts, Modi group , Amrit Banaspati, Deepak fertilizer, etc.
  • Kirloskar Group – Consultant to group companies
  • Member of NHRD – Bangalore chapter

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Team WI

Rohan Bhate, Director

Post Graduate from M. S. Ramaiah Insitute of Management in field of Finance and Marketing. He is currently pursuing his course in Chartered Financial Planner with IIFP.

Rohan carries a rich experience in fields of Banking and Finance. Starting his career from a Multinational Bank he laid the stepping stone in the field of banking. He excelled with his good work and was elevated to a senior position in the bank. He was always interested in core Wealth Management field and hence he moved to a private Wealth Management Firm in 2006 and was promoted twice to a senior role. He always believed in working differently and setting milestones as he moved ahead in his corporate career by inculcating the positive aspects of his fellow mates. He is also a visiting faculty to lot of Business schools imparting education by workshops, seminars and specialized courses.

Wealth Insight (WI) is the emergence of his passion and talent to incubate and generate wealth for his clients. He wanted to start an entity which is truly a listening entity. He is now set to reform the Corporate Arena by his line of thoughts and policies.

Bipin Singh, Director

Bipin carries a good experience in handling International and Indian portfolio across sectors. Having done his Post graduate diploma in Business Management he worked as senior wealth manager with Private Wealth firms. He is currently pursuing his course in Chartered Financial Planner with IIFP. He has mastered the art of debt syndication and holds a certification from IIM K. He is also a visiting professor in A++ MBA College

Dipen Dutta, Strategic Head

Mr. Dipen Kumar Dutta is the driving force of the company having more than 18 years in the industry with various senior positions. He has worked for Manufacturing Industry, FMCG, Software, Service industry and last 8 years with Indian capital Market his last assignment was with Religare Securities as Vice President. Having huge experience in the advisory, Operations and Marketing is the main force to drive the company’s key success.

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Wealth Management

Education

Strategic Planning

Micro Finance