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Wealthy Nivesh – Trust. Simplicity. Growth.

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Trust . Simplicity . Growth

Rediscover your wealth through our personalised and data-driven approach.
A team of IIT and ISB Hyderabad alumni managing your money through proprietary Algos
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Money Grows in

Safe Hands

A research driven Wealth Management Boutique Firm with ethics and customer centricity as its foundation

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Strong
Pedigree​

IIT Delhi, IIT Roorkee and ISB Hyderabad Alumni

Research
Oriented​

Data Driven Portfolio built using proprietary Algos

Global Experience​

40+ years  across India, Middle East, Europe and Americas

Alpha
Focused

A strong focus on generating returns incremental to  benchmarks

Team

Ankit Garg
Managing Director
  • 10+years of wealth
    management, India & UAE
  • Ex- Regional Head, Wealth Management, HDFC Bank
  • Major in Finance, IIT Delhi …
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Dr. Vikas Agarwal
Research Mentor
  • Bank of America Chair Prof. Georgia State University
  • Ph.D in Finance, London Business School
  • Visiting Faculty, ISB Hyderabad …
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Aditya Gupta
Managing Director
  • 7+years of consulting & wealth management
  • MBA, ISB Hyderabad
    (Dean’s List)
  • B.Tech , IIT Roorkee …
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Shrishti Sangal
Chief Service Officer
  • 8+ years of wealth
    management
  • University Merit Holder
    (Silver Medal)
  • B.Tech, UPTU …
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Our Services

We provide 360 degree solutions across Wealth Management, Treasury Management, Capital Raising, and Estate & Tax Planning.
Wealth Management
Capital
Raising
Treasury Managment
Estate and Tax Planning
SME
IPO

Wealthy Nivesh’s algorithm-based selection process coupled with a top-down portfolio construction methodology, demonstrates a Strong commitment to rigorous analysis.

The firm’s rapid growth and industry-leading assets under management are testament to their client-centric focus and exceptional execution capabilities. I wish Wealthy Nivesh continued success in their endeavors.”

Best Wishes,
Radhika Gupta
MD & CEO, Edelweiss Mutual Fund

If you’re feeling overwhelmed by today’s financial challenges

Feel free to reach out to us!
Connect Now

Who we serve​

We believe in providing holistic money management covering both individual and business assets.

Travel

This is how we work!

Transparent Processes, Personalized Strategies, and Proven Effectiveness - Your Path to Financial Success Starts Here.

Media Coverage

3 Dec, 2023

The two questions that help manage your money well Garg

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3 Dec, 2023

Wealthy Nivesh’s Algo-driven staggered investment approach

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3 Dec, 2023

Leading AUM, Wealthy Nivesh breaks records in 2023, Achieves Rs 370cr in assest management

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3 Dec, 2023

IIT Delhi Alumni meet in Mumbai celebration successful networking event

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Testimonials

Before we availed the service of Wealthy Nivesh, money plans appeared more difficult than rocket science to us. Thanks Wealthy Nivesh for making it so easy and simple for us. Now we save substantial savings without compromising on expenses. Tax saving is cherry on the cake.
Reena JHA
Reena JHARadiologist, Saksham Hospital, Saharanpur
All the wealth managers that I dealt with earlier, brought anxiety for selling their products to me. That inculcated a huge sense of insecurity in me. WealthyNivesh helped me to fight that insecurity, they helped me realize how easily I can achieve my financial goals just by bringing discipline to my approach.
Prateek Singhal
Prateek SinghalSerial Entrepreneur, Yoho Shoes, Gurgaon
We stumbled upon WealthyNivesh when somebody mentioned them in a Facebook Group on Investments. We approached them as we have been struggling with money management inspite of decent amount of income. WealthNivesh asked for some very simple inputs like family details, expenses , income and provided a very simple to understand and implement money plan for the whole family. thanks WN
Ankur Tayal
Ankur TayalPromotor, Technical Constructions, Delhi
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When I started discussion with Wealthy Nivesh , I had all kinds of doubts that one can have. Ankit and Aditya eased all my doubts with patience. Inspite of all the volatility in the markets since I started my portfolio with Wealthy Nivesh , I am very satisfied with my returns. Focus on Asset Allocation and Algo Driven approach strengthens my faith my WN.
Harsha PaiGroup CEO , Artheon Consulting
Harsha Pai
All the wealth managers that I dealt with earlier, brought anxiety for selling their products to me. That inculcated a huge sense of insecurity in me. WealthyNivesh helped me to fight that insecurity, they helped me realize how easily I can achieve my financial goals just by bringing discipline to my approach.
Prateek SinghalSerial Entrepreneur, Yoho Shoes, Gurgaon
Prateek Singhal
One stop shop for all financial solutions. Ankit, Aditya and team are very professional and takes personal interest in growing your portfolio. High standards in Customer service . Trust them for my hard earned money. And would recommend them anyday
Tanaz WadiwallaCustomer Leader, at Tata Consultancy Services
Tanaz Wadiwalla
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Ankit Garg

Managing Director
  • 10+years of wealth management India & UAE
  • Ex- Regional head, HDFC Bank
  • Major in Finance, IIT Delhi
We belive in building trusted relationship that continues across family generations for our HNW Clients. Risk mitigation, prudent research & customer centricity define our wealth management principles.

Dr. Vikas Agarwal

Research Mentor
  • Bank of America Chair Prof. Georgia State University
  • Ph.D in Finance, London Business School
  • Visiting Faculty, ISB Hyderabad
  • Leading researcher of Mutual Funds and Hedge Funds globally

Aditya Gupta

Managing Director
  • 7+years of Consulting & wealth management
  • MBA, ISB Hyderabad (Dean’s List)
  • B.Tech, IIT Roorkee
Our focus is to work very closely with our clients and provide them with data driven unbiased advice to achieve their financial well being.

Shrishti Sangal

Chief Service Officer
  • 8+years of wealth management
  • University Merit Holder
  • B.Tech, UPTU
Customer services is one of our major ethos on which our organizational structure is built. Regular client engagement & prompt service response are two corner stones of relationship-building and management
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