EZ Wealth

What EZ Wealth does

EZ Wealth is an online discount brokerage platform operated by Wealth Discovery Securities Pvt. Ltd., a SEBI-registered stock broker (INZ000199032) and research analyst (INH100004571) incorporated in New Delhi, India in 2010. The platform serves Indian retail investors and active traders across NSE, BSE, MCX, and CDSL, offering a multi-asset product suite covering equities, mutual funds, futures and options, IPOs, and margin trade funding (MTF). It claims a user base of over 1 million and is accessible via a web trading platform and iOS/Android mobile apps, with 100% digital onboarding completed in under five minutes. Distribution combines a self-serve product-led model with a zero-joining-fee Partner Program recruiting financial advisors across India, plus dedicated dealer assistance through the EZ Assist plan.

The technology stack is built around a web and mobile trading platform with real-time market data integration, REST and WebSocket Trading APIs, and cloud-hosted infrastructure. Platform features include a dual-mode trading/investing interface, TradingView-powered charting, option chain and strategy builder, order slicing for F&O execution, a live NSCCL SPAN-based margin calculator, MTF leverage calculator, and an equity portfolio planner (Smart Portfolio). The platform integrates with TradingView, UPI (for fund transfers and IPO applications), and all major Indian exchanges and depositories.

The revenue model is multi-stream: flat ₹11 per executed order (EZ Flat), ₹1,100 monthly unlimited subscription (EZ Monthly), 0.01% brokerage with dealer assistance (EZ Assist), ₹7,999 annual unlimited subscription (EZ Family), zero brokerage on equity delivery, ₹300/year or ₹1,000 lifetime AMC, and MTF interest income at 10.95% p.a. The customer base is highly retail, segmented into retail investors, active traders, SIP investors, IPO investors, margin traders, and financial advisor partners. The company is privately held, sub-50 employees, bootstrapped with no disclosed funding rounds, and operates a second office in Mumbai for engineering, product, and customer experience.

Name

EZ Wealth

Legal name

Wealth Discovery Securities Pvt. Ltd.

Website

https://ezwealth.in

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

EZ Wealth is an online discount brokerage platform operated by Wealth Discovery Securities Pvt. Ltd., offering Indian retail investors and active traders multi-asset access to stocks, mutual funds, F&O, IPOs, and margin trade funding through a SEBI-registered digital platform with mobile and web access.

Ownership category

akta.pro rank

Product category

Online Discount Brokerage

NAICS

Securities and Commodity Contracts Intermediation and Brokerage (5231), Portfolio Management and Investment Advice (52394)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Commodity Contracts Brokers & Dealers (6221), Investment Advice (6282)

akta.pro primary industry

Execution-Only / Self-Directed Investing Platforms (FSAAAAAI)

Keywords

• Discount brokerage
• Online trading platform
• Equity trading
• Mutual fund investment
• IPO investing

Headquarters

HQ city

New Delhi

HQ country

India

HQ region

Asia

Offices2 records

Markets served

GTM type

B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Infrastructure, Marketing or Sales

Revenue model

1. Brokerage Fees - Flat Plan: Fixed ₹11 per executed order for active intraday and F&O traders. Simple per-transaction model regardless of trade size.
2. Brokerage Fees - Monthly Subscription: ₹1,100 per month for unlimited trades across NSE Cash, F&O, and BSE segments.
3. Brokerage Fees - Percentage: 0.01% brokerage on all trades for investors preferring dealer-assisted trading through EZ Assist plan.
4. Brokerage Fees - Annual Subscription: ₹7,999 per year for unlimited trades across all segments and exchanges (EZ Family plan).
5. Annual Maintenance Charges (AMC): ₹300 per year or ₹1,000 lifetime for demat account maintenance after first year free period for users onboarded from Feb 2025 onwards.
6. Margin Trading Interest: Interest income from Margin Trade Funding at 10.95% p.a. charged only for days positions are held. Users pay 25% margin, EZ Wealth funds remaining 75%.
7. Zero Brokerage Delivery Trading: Zero brokerage on equity delivery trades. Revenue generated through other paid services and account maintenance charges.

Pricing tiers

Go-to-market motion3 records

Distribution channels6 records

Marketing channels8 records

Core offering

EZ Wealth is an online discount brokerage platform offering retail investors access to Indian equity trading, mutual funds, futures and options, IPO applications, and margin trade funding through a unified web and mobile platform. The platform provides 100% digital demat account onboarding, SEBI-regulated brokerage services, and professional trading tools including TradingView charts, option chain analysis, and trading APIs. It also operates a partner program for financial advisors with revenue sharing on client transactions.

Product overview

EZ Wealth is an online discount brokerage platform powered by Wealth Discovery Securities Private Limited, offering a unified investment and trading platform for Indian markets. The core product portfolio consists of five main investment products: Stocks (equity trading on NSE/BSE), Mutual Funds (SIP and lumpsum), F&O (Futures & Options trading), IPO (investment applications), and MTF (Margin Trade Funding with 4× leverage). These are complemented by research and planning tools including stock Recommendations, Smart Portfolio (model equity baskets), and calculators for SIP, lumpsum, equity, F&O, commodity, and margin calculations. The platform also provides educational content through Blog and Market Newz feeds, developer access via Trading APIs, and a Partner Program for financial advisors. Users access the platform via mobile app (iOS/Android) or web trading platform, with zero account opening fees and SEBI regulation (INZ000199032).

Differentiator

Problem solved

Functional benefit

Products and services

• Stocks (Equity Trading) Equity trading service enabling users to buy and sell NSE and BSE listed stocks with real-time market data, sector-wise browsing across 20+ sectors, and integrated portfolio tracking. Targeted at retail investors and active traders.
• Mutual Funds Mutual fund investment platform supporting SIP investments starting from ₹100 and lumpsum investments across equity, debt, and hybrid funds with live NAV data and zero commission on direct mutual funds. Targeted at long-term SIP investors.
• F&O (Futures & Options) Futures and options trading service with integrated option chain analysis, strategy builder, SPAN margin calculator, order slicing for large orders, and 4x intraday leverage. Targeted at active derivatives traders.
• IPO IPO investment service enabling users to apply for mainboard and SME IPOs via UPI with real-time allotment tracking and live IPO data access. Targeted at retail investors seeking IPO participation.
• MTF (Margin Trade Funding) Margin trading facility allowing users to buy 1400+ eligible stocks with 4x leverage at 10.95% annual interest, paying interest only for days positions are held. Users contribute 25% margin with EZ Wealth funding remaining 75%. Targeted at margin traders seeking amplified buying power.
• Stock Recommendations SEBI-registered stock recommendation service providing live equity picks with entry prices, target prices, and stop-loss levels along with expert research insights. Targeted at retail investors seeking research-backed trade ideas.
• Smart Portfolio (Equity Portfolio Planner) Model equity portfolio builder offering capital-scaled baskets recalibrated to user risk profiles including High Growth, Balanced, and Defensive options with live prices and sector exposure data. Targeted at investors seeking guided portfolio construction.
• Trading APIs Developer-facing API product with four modules (Authentication, Market Data, Order Workflow, Portfolio & Reports) supporting REST and WebSocket protocols with near real-time latency. Targeted at backend teams, partner integrations, and algorithmic trading developers.
• Partner Program Channel partner program offering zero joining fee, revenue sharing on client transactions, NISM certification support, marketing resources, and dedicated relationship management. Targeted at financial advisors, entrepreneurs, and graduates building financial services businesses.

Quantifiable outcome

• 1M+ users on platform
• +4 more outcomes

Named customers4 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature9 records

Partnerships

One partnership is on record.

• Wealth Discovery Securities Pvt. Ltd.coreOthersParent company and SEBI-registered stock broker (INZ000199032) and Research Analyst (INH100004571) behind the EZ Wealth platform. Registered with NSE, BSE, MCX, CDSL. AMFI registered MF distributor.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• 5paisa: Listed discount broker offering low-cost stocks, F&O, mutual funds, IPOs and MTF to Indian retail investors. Closely comparable on discount pricing tiers, digital onboarding, and multi-asset platform positioning.
• Groww: Leading Indian online investment platform for stocks, mutual funds, IPOs and F&O with mobile-first onboarding. Competes head-to-head with EZ Wealth for retail investors and active traders in the same discount execution model.
• Upstox: Tech-first discount broker offering stocks, F&O, mutual funds and IPOs with API access for algo traders. Overlaps EZ Wealth on retail execution, multi-asset offering, and developer-facing trading APIs.
• Zerodha: India's largest discount broker offering self-directed equity, F&O, mutual fund and IPO access via Kite with similar zero-brokerage delivery positioning. Most directly comparable on product breadth, target customer, and SEBI-regulated discount model.
• Paytm Money: Fintech-backed online brokerage for stocks, F&O, IPOs and direct mutual funds with deep digital wallet integration. Comparable as a mobile-first, low-cost retail execution platform targeting the same Indian mass-affluent segment.
• Angel One: Full-service and discount hybrid broker with stocks, F&O, IPOs, mutual funds and margin products across India. Comparable on multi-product retail brokerage with SEBI registration and pan-India distribution.

Broad incumbents

• HDFC Securities: Bank-affiliated full-service broker providing equity, derivatives, IPO, and mutual fund distribution under HDFC brand. Comparable multi-asset brokerage but with full-service advisory and bank-channel distribution.
• Kotak Securities: Bank-affiliated full-service broker offering equities, F&O, IPOs, mutual funds and margin trading across India. Comparable in multi-asset product breadth though primarily full-service with established brand.
• ICICI Direct: Large bank-affiliated full-service broker offering equities, F&O, mutual funds, IPOs and research with broader wealth services. Comparable product set but materially larger scale, advisory tilt, and incumbent distribution.

Emerging players

• Dhan: Emerging retail trading platform focused on active traders with advanced charting, options strategy tools, and APIs. Partial overlap with EZ Wealth's F&O and API offering but stronger tilt toward power traders.

Market position

Strengths5 records

Weaknesses1 record

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/ezwealth.in
• LinkedInlinkedin.com/company/ezwealth
• Xx.com/ezwealthonline

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EZ Wealth