About Us

The founder of Wealth Tech Solutions is

Mr. Kalpesh Solanki

Kalpesh Solanki has been a financial consultant & planner since the year 2000. He has been associated with various top notch institutions like Allianz AG, ICICI and Purnartha Investment Advisors and other well known institutions for almost two decades during his professional journey. After a glorified career Kalpesh marked the beginning of his entrepreneurial career in 2022. He now manages his own family firm, proprietary books and manages investment portfolios for a set of Ultra HNIs and select retail clients. His core expertise is data driven research matched with realistic ground level situations. Kalpesh with a team of expert management associates does a thorough Ground reality check on all aspects. He has a smart strategy to get the right information and how to make use of it by utilising his amazing network developed over 20 years of professional career. Kalpesh is a peoples’ person and is known to develop amazing rapport and camaraderie in every walk of life wherever he goes. Kalpesh has been known for his strategic thinking, strong willed attitude and visionary approach amongst his colleagues and associates.

We are a professionally managed Wealth Management entity specializing in services like portfolio analysis, investment consultation and real estate advisory.

Research

We are a research driven organisation specialising in financial market analysis and having considerable experience in capital market research. Our focus in research is to derive our portfolio on basis of Quarterly earnings which are minutely monitored and studies.

Strategies

Our strategies and suggestions are realistic, statistical and long term. We would like to see our clients portfolios to be safe and strong for a very long term rather than suggest risky short term strategies. We also look at market acceptance to business models and price also as it matters. We study to understand the margin expansions because of demand rise of business involved and be monopoly in the same sector and the valuations at what we buy are realistic

Team

Vision

To be the Premire Financial Advisory for Families and Individuals to meet their Financial, Retirement and Bequethal Goals through a comprehensive approach and customised financial strategies consistent with our core values.

Mission

Our core objective is to Educate Individuals and build dynasties through capital market.

Our Philosophy

Almost every second person who is the Karta (Head) of the family has created or atleast visualized a dynasty through wealth amassed either with Business or Real Estate or Gold and other precious metals. Rare examples like the Legendary Rakesh Jhunjhunwala, Damanis, Nemish Shah, Harshad Mehta created dynasties through Capital Market Investments. Even these stalwarts went wrong on 80 rupees out of every Rs. 100 they invested. Yet the remaining 20 rupees has multiplied tens of thousands of times over, far out-doing the lost 80 rupees! All successful investors have gone wrong more times than right, but they knew when to cut their losses and yet stay with the profit making investment decisions which gave returns multiple times over losses. Our Philosophy is to find optimism and opportunity, learn mistakes and stay invested on our convictions. which is why, despite the past 20 years being a roller-coaster, we have been able to create and deliver 28% CAGR on our and our clients investments.