Mumbai: YES SECURITIES (YSL), a leading financial services company, is partnering with WatchYourHealth (WYH), a tech-driven healthcare platform, to provide investment solutions to healthcare professionals through the ‘Wellth- Where Investments and Health Unite’ program.  The partnership is aimed at helping the healthcare community start their investment journey for successful wealth creation and achieving long-term financial goals. 

YES SECURITIES will provide free-of-cost demat and trading accounts, monthly stock research recommendations, and tailor-made product offerings based on the client's needs. The partnership will also see the launch of a custom app, which will provide a seamless and personalized investment journey exclusively for doctors. Some of the other features under the Wellth program would be:

•     Doctors and healthcare professionals affiliated with WYH will be offered investment products and advisory services by YSL.
•     YSL will offer financial planning products like SIPs and AIFs to retail and HNI clients respectively, along with high quality investment research reports.
•     Webinars to create investment awareness and an online module to train doctors and healthcare professionals on investment philosophy will be provided.
•     If the customer has an existing portfolio, he can scan it by uploading his CAS statement free of charge.
•     Advance brokerage plans with a complimentary turnover limit of Rs 50 Lacs without charging any brokerage, along with call and trade and digital DIY options for all trading needs.

YES SECURITIES joint MD and CEO Anshul Arzare said, "We are elated to partner with WatchYourHealth and support the healthcare fraternity by offering personalised financial planning. The journey of wealth creation and financial planning involves investment awareness, picking the right asset mix, and aligning it with financial goals and this, requires time, knowledge, and critical decision-making. Our products and offerings are curated to suit both new age and traditional investors. With this partnership, we aim to provide the best of wealth advice and democratise investment accessibility to every investor in the country.”

WatchYourHealth CEO and co-founder Ratheesh Nair said, "The Wellth initiative, where investments and wealth unite is an endeavour from WYH and the YES SECURITIES to help the doctor community grow their wealth with professional guidance using financial education as a tool. This educational series will help doctors diversify from traditional investment opportunities like FD and look at growing their wealth in line with the India growth story."

The tie-up is part of YES Securities' ongoing efforts to expand its range of investment solutions to different sets of investors. The company aims to provide services to multiple consumer segments such as EdTech and HealthTech, and expand the services to other segments in the future.