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Wealthfusion Ltd
Wealthfusion Ltd was established as a multi-family office by Sanjay Sharma and Udit Garg. The firm provides wealth management and advisory services focused on...
Wealthfusion Ltd
Wealthfusion Ltd was established as a multi-family office by Sanjay Sharma and Udit Garg. The firm provides wealth management and advisory services focused on asset preservation and succession. Its directors include Rajesh Jogi and Kali Mulchandani. The firm allocates across private credit and real estate. PlotPoint and LendSecure deliver short-term secured real estate loans in the United Kingdom. It maintains exposure in PropTech, ClimateTech, EdTech, Digital Health, and Sports & Wellness. Geographic reach covers Africa, Asia, Europe, Middle East & Central Asia, and North America. Investments occur through direct lending and tailored portfolio mandates. The London headquarters houses the core team of investment, risk, and operations professionals. Jane Grier serves as CEO and Head of Risk Management. No additional offices are disclosed. No philanthropic vehicles or club memberships appear in public materials. The multi-family office model combines private banking heritage with direct private credit execution. This allows internal control over lending decisions and client mandates without reliance on external fund vehicles.
General information
Firm type
Multi Family Office
Year founded
2020
Location
Region
Europe
Country
United Kingdom
City
London
Corporate office
3rd Floor, 2 Portman Street, London W1H 6DU, United Kingdom
Principals
Udit Garg
Co-Founder & Managing Director
Jane Grier
CEO & Head of Risk Management
Rajesh Jogi
Non Executive Director
Kali Mulchandani
Founding Chairman
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Wealthfusion Ltd?
Udit Garg serves as Co-Founder and Managing Director. Rajesh Yadav acts as Investment Director and Head of Investments. The Risk and Advisory Committee includes Jane Grier and additional members.
Does Wealthfusion Ltd participate in fund commitments or only direct deals?
The firm executes direct private credit through PlotPoint and LendSecure. No external fund commitments are disclosed in available materials.
What investment stages does Wealthfusion Ltd typically target?
The firm focuses on private credit and real estate lending. Specific stage preferences beyond short-term secured loans are not detailed.
Where does the underlying wealth come from?
Wealth origin for client families is not publicly disclosed.
How is Wealthfusion Ltd related to PlotPoint and LendSecure?
PlotPoint and LendSecure form the firm's private credit platform for real estate lending opportunities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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