Sneha Jain, the founder of WealthTrust Capital Services, a boutique research and wealth management firm, is on a mission to revolutionise wealth management in India. At WealthTrust Capital Services, we handhold our clients with a holistic approach to overall wealth management,’ says Jain, who has built her firm to guide clients through the complex landscape of personal finance.
According to Sneha, one of the biggest challenges people face is a lack of understanding when it comes to managing their money. ’There’s a big mismatch between understanding versus implementation and execution. People don’t understand factors like inflation and its impact on their wealth,’ she explains. Sneha emphasises the importance of future-oriented financial planning, noting that simply focusing on the present can lead to financial stagnation.
WealthTrust Capital Services has already scaled to over ₹200 crore in assets under management, and Jain has ambitious goals for the future. ’Our aim is to grow from ₹200 crore to ₹500-₹1000 crore as quickly as possible,’ she shares, attributing the firm’s success to a strong team and its focus on technology-driven solutions. ’Scalability can be very high when your business is platform-driven and tech-driven,’ she adds.
Sneha is also determined to break stereotypes about women in finance. ’When you hear about top investors like Warren Buffet or Rakesh Jhunjhunwala, you never hear women’s names. I want to change that,’ she says. Her advice to those on their financial journey? ’Be patient. Nobody makes fast money. Do the right thing and consult with the right financial adviser to reach your goals.’
Her journey is a testament to persistence and the power of long-term thinking in wealth creation.