About Us
A Legacy of Trust
Since 1943
R Wadiwala Securities is an investment and brokerage firm whose foundation dates back to 1943, when Shri. Bachoobhai Wadiwala initiated equity trading in Surat. What began as a single trading desk has grown into a comprehensive financial services group spanning over eight decades.
Formally established as a company in 2004, R Wadiwala Securities today operates from over 50 locations with a dedicated team of 75+ personnel. Under the leadership of CEO Nainish Wadiwala, the firm has earned a reputation as one of South Gujarat's most trusted names in financial services.
Our clientele includes High Networth Individuals, corporates, trusts, and retail investors — all served with the same commitment to integrity and excellence.
Mission & Vision
Guided by strong values and an unwavering commitment to our clients' financial well-being.
Our Mission
To deliver exceptional service through honest, objective guidance — empowering every client to achieve economic success and financial freedom.
"Objective and honest advise to achieve economic success and financial freedom."
Our Vision
To be recognised as the most dependable partner in wealth creation — combining deep market knowledge with unwavering integrity.
"To be the foremost trusted and knowledgeable wealth manager."
Milestones That Shaped Us
From a single trading desk in Surat to a multi-exchange, multi-product financial services firm.
The Beginning
Shri. Bachoobhai Wadiwala initiated equity trading in Surat, laying the foundation for what would become one of South Gujarat's most respected financial services groups.
Incorporation
R Wadiwala Securities was formally established as a private limited company, institutionalising decades of trading expertise and client relationships.
Exchange Memberships
Acquired memberships of the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE), along with CDSL depository participant status — enabling end-to-end brokerage and custody services.
SEBI PMS Registration
Obtained SEBI Portfolio Manager registration (INP000004045), allowing the firm to offer professional portfolio management services to high-networth and institutional clients.
Continued Expansion
Expanded into commodities via MCX and NCDEX memberships. Today, R Wadiwala Securities operates from 50+ locations with 75+ personnel, serving a diverse clientele across multiple asset classes.
Core Strengths & Investment Philosophy
A disciplined, research-driven approach that puts your interests first.
Core Strengths
Research-Focused Recommendations
Every recommendation is backed by rigorous, in-house research and data-driven analysis — never speculation.
Robust Risk Management
A comprehensive risk management infrastructure ensures client portfolios are protected against adverse market movements.
Advanced Back-Office Technology
State-of-the-art systems power our operations — delivering speed, accuracy, and seamless reporting to every client.
Personalized Advisory
Tailored investment approaches that respect each client's unique goals, risk tolerance, and time horizon.
Investment Philosophy
Our investment philosophy centres on identifying financially sound companies that are a prudent mix of growth and value. We employ proprietary analytical tools to uncover opportunities that the broader market may overlook.
A conservative assessment bias ensures that every investment recommendation carries an adequate safety margin — protecting capital while positioning portfolios for long-term appreciation.
We believe that disciplined, research-backed investing — not market timing or speculation — is the surest path to sustainable wealth creation.
Target Clientele
We serve a broad spectrum of investors, each with distinct needs and objectives: