Our Story

About Velthian

Velthian is founded by finance professionals with nearly three decades of experience across global banking and wealth management — having worked with some of the world's largest institutions and Fortune 100 clients.

That career spanned private wealth advisory, investment operations, risk management and financial analytics at leading global banks — building and using the same institutional-grade platforms that the world's largest investors rely on every day.

That experience surfaced a persistent gap: while institutions have sophisticated tools to track, analyse and optimise portfolios, individual investors — even sophisticated ones — have no equivalent. Most personal wealth sits siloed across equity, mutual funds, real estate and fixed income, with no unified view of true net worth, real returns, or tax exposure.

Our Mission

Bring the analytical rigour of institutional wealth management to every Indian investor.

Velthian combines portfolio tracking, performance analytics, tax intelligence and AI-powered insights in one platform — so individual investors can finally see their financial picture with the same clarity that institutions have always had.

Leadership
Richa Samant
Co-Founder
richa@velthian.com
Company
Velthian Technologies Pvt. Ltd.
CIN
U62012HR2026PTC145689
General inquiries
Incorporated in India · Currently in early access, evolving with feedback from its growing community of investors.