Wethonic Financial Services · Bikaner, since 2012
Tailored financial product distribution to help you grow smarter and retire richer — mutual funds, stocks, IPOs, insurance, PMS and AIFs, guided by a team that knows you by name.
- Investors
- 35,000+
- Experience
- 14+ yrs
- AMFI ARN
- ARN-307626
After
25 years
You invest
₹30 L
It could grow to
₹1.9 Cr
Illustration only, at an assumed constant 12% annual return. Mutual fund returns are not constant or guaranteed. Try your own numbers →
In the news
About our company
We don’t just plan investments. We craft financial journeys.
For 14+ years, Wethonic has helped families and individuals across India secure their future through disciplined, goal-based investing. We go beyond transactions — we become your long-term growth partner, and we stay on the phone when markets get loud.
- Goal-based investments
- Custom SIP plans
- Mutual fund support
- Tax & retirement planning
- App-based tracking
- Intelligent insights
Our services
Smart investment choices, designed for your goals.
From your first SIP to a professionally managed portfolio — explore products distributed and supported by one team.
- 01 Mutual Funds Start small. Stay steady. Invest
- 02 Demat & Trading Own the market, one account at a time. Trade
- 03 IPO Know the company before you bid. Invest
- 04 Intraday & F&O Trade with the risks in plain sight. Trade
- 05 Commodities Gold, silver, crude. Trade with discipline. Trade
- 06 Investment Distributions Your goals first. Products second. Invest
- 07 Insurance Secure today. Safeguard tomorrow. Protect
- 08 PMS Personal portfolios. Professional management. Wealth
- 09 AIF Beyond the traditional portfolio. Wealth
Not sure where to begin? Most of our investors start with a simple monthly SIP and grow from there.
View all servicesTrusted by thousands. Empowering investors every day.
Numbers we earn one conversation at a time — from first-time SIP investors in Bikaner to NRIs in Germany.
- Investors across India
- 35,000+ Investors across India Pan-India investor base, growing rapidly
- Yearly growth rate
- 25% Yearly growth rate Annual growth of the business
- Average monthly orders
- 60,000 Average monthly orders Orders placed every month, on average
- Customer satisfaction
- 99% Customer satisfaction Client satisfaction, as reported
Figures as reported by Wethonic Financial Services Pvt. Ltd., 2026.
Why choose Wethonic
The future of financial growth starts with Wethonic.
We go beyond transactions — we build lifelong financial confidence with data-backed information and a trusted platform.
Whether it is wealth creation, retirement or your child’s education, Wethonic simplifies the journey from planning to execution, through guidance and technology.
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Trusted by thousands
Investors, traders and families across India — and NRIs abroad — rely on our desk.
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Monthly performance reports
Clear statements that show where your money is and how it is doing.
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Registered distributor
AMFI-registered MFD (ARN-307626) and NSE & BSE Authorised Person.
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Secure transactions
KYC-verified onboarding and transactions processed through regulated platforms.
Easy 4-step investment journey
We make financial distribution simple & effective.
- 01
Quick registration
Fill a simple form and create your account in minutes — paperless, with online KYC.
- 02
Choose your goal
Retirement, a home, your child’s education or simply wealth — select the goal and the horizon.
- 03
Get a customised plan
Receive a personalised investment plan from our registered distribution team, with options explained.
- 04
Start investing
Begin your journey with real-time tracking, monthly reports and a team a phone call away.
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That’s it
Then you relax. We keep watch.
Talk to a relationship manager
Our team
Meet the people behind Wethonic’s success.
Our leadership brings years of experience in finance, strategy and people — to help you build wealth with trust and clarity.
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Mr. Piyush Shangari
Founder & CEO
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Ms. Priyanka Guglani Shangari
Director & CRO
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Mr. Lakshya Bhutani
Vice President
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Ms. Puja Jain
AVP — Operations & HR Head
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Mr. Bhuvnesh Sharma
AVP & Administration
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Mr. Abhishek Acharya
MF Sales Head
Our testimonials
Real people. Real financial growth.
Doctors, founders, traders, NRIs and first-time investors — in their own words.
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“Wethonic Financial Services Pvt. Ltd. has been a true partner in wealth creation. Their expertise, integrity, and personalized approach make financial decisions simple and trustworthy. Highly recommended.”
Mandeep Makwana Head, Bikaner Apex Hospital
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“Wethonic’s services truly stand out. As a trader, I’ve experienced how responsive their team is and how smooth their platform works. From execution speed to support, everything feels professional and reliable. It’s rare to find this level of consistency and trust in the market today.”
Harshit Karnani Marudhar Foods
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“Wethonic Financial Services Pvt. Ltd. is a powerhouse of energy — super active, immensely supportive, and deeply passionate about its business journey. The company’s drive, dedication, and continuous pursuit of excellence make it a true example of growth and inspiration for everyone associated with it.”
Jai Agarwal Kachori Story
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“As an NRI, I was looking for a trusted partner in India to manage my investments with transparency and long-term vision. Wethonic’s expert guidance, clarity, and research-driven approach have given me the confidence to invest and grow my wealth with complete peace of mind.”
Parul Bhalla Cybersecurity Strategist, Siemens Energy, Germany
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“Wethonic Financial Services has helped me focus on long-term wealth creation with discipline and clarity. Their expert guidance and transparent approach have ensured steady growth, proving that true wealth is built with patience and the right partner.”
Abhinav Ghai Director, Plant Isolates LLP
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“My experience with Wethonic Financial Services has been smooth and trustworthy. The team understands client needs well and provides clear, transparent guidance with timely support. I would confidently recommend Wethonic.”
Dr. Vikas Bhalla MD Paediatrics, Chandigarh
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“I am very satisfied with Wethonic’s services. The team is prompt, professional, and transparent, with great attention to detail. Their efficient execution and commitment give me complete confidence in my investments. Highly recommended.”
Akshansh Mittal Vice President, BNY (Bank of New York)
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“Wethonic is simply the best when it comes to financial guidance and service. Their approach is professional, transparent, and deeply client-focused. The team is proactive, responsive, and always one step ahead. What I appreciate most is their clarity in communication and honest advice. They make complex financial decisions feel simple and stress-free. With Wethonic, there is complete trust and peace of mind. I would confidently recommend Wethonic to anyone looking for excellence.”
Tejpal Chandak Partner, MM Group of Companies
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“I have started investing through Wethonic Financial Services and really appreciate their disciplined SIP approach and transparent guidance. The team is professional, responsive, and clearly focused on long-term wealth creation.”
Gautam Chopra Head of Marketing & Sales, Chopra’s Diamond Jewellers Pvt. Ltd.
SIP calculator
See what discipline does over time.
Move the sliders. Then imagine leaving it alone — the part most investors find hardest, and where we help most.
Open the full calculatorPartnered with India’s most trusted names.
Wethonic distributes schemes from leading fund houses and works through regulated platforms for broking, KYC and insurance.
Platforms Angel One·NSE·CAMS·Star Health·HDFC Life·ICICI Lombard
Blogs & insights
Explore insights from our desk.
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Trading & Demat
5 Jul 2025 · Piyush Shangari
How to Use a Demat Account Like a Pro in 2025
Read article -
IPO
5 Jul 2024 · Piyush Shangari
NFO and IPO: What to Know Before You Invest
Read article -
Mutual Funds
5 Jul 2024 · Piyush Shangari
5 Smart Ways to Start Investing with Just ₹500
Read article -
Insurance
5 Jul 2024 · Piyush Shangari
Term Insurance vs. Health Insurance: What Should You Buy First?
Read article
Get started today. Build wealth with Wethonic.
We support your financial growth — every step of the way. Open your account in minutes, or talk to us first.