Money grows when it knows it's in
Safe Hands
A research driven Wealth Management Firm run by IIT & ISB Alumni
Strong
Pedigree
Research Oriented
Data Driven Portfolios using Proprietary Algorithms
Global Experience
Algo
Driven
Strong Pedigree
Run by IIT Delhi, IIT Roorkee and ISB Hyderabad Alumni
Research Oriented
Data Driven Portfolios using Proprietary Algorithms
Global Experience
Alpha Focused
Focus on maximizing alpha and optimising returns
Team
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
...................................
Ankit Garg
Managing Director
“We believe in building trusted relationships that continues across family generations for our HNW clients.
Risk mitigation, prudent research, and customer centricity define our wealth management principles.”
10+ yrs, Wealth Management, India & UAE
Ex-Regional Head, HDFC Bank
Major in Finance, IIT Delhi
...................................
Aditya Gupta
Managing Director
“Our focus is to work very closely with our clients and provide them with data-driven unbiased advice to achieve their financial well being."
7+ yrs, Consulting & Wealth Management
MBA, ISB Hyderabad (Dean’s List)
B.Tech, IIT Roorkee
...................................
Shrishti Sangal
Chief Service Officer
“Customer service is one of the major ethos on which our organizational structure is built. Regular client engagement & prompt service response are the two corner stones of our relationship-building and management. ”
8+ yrs, Wealth Management
University Merit Holder
B.Tech, UPTU
...................................
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
...................................
Ankit Garg
Managing Director
“We believe in building trusted relationships that continues across family generations for our HNW clients.Risk mitigation, prudent research, and customer centricity define our wealth management principles.”
10+ yrs, Wealth Management, India & UAE
Ex-Regional Head, HDFC Bank
Major in Finance, IIT Delhi
...................................
Aditya Gupta
Managing Director
“Our focus is to work very closely with our clients and provide them with data-driven unbiased advice to achieve their financial well being.”
7+ yrs, Consulting & Wealth Management
MBA, ISB Hyderabad (Dean’s List)
B.Tech, IIT Roorkee
...................................
Shrishti Sangal
Chief Service Officer
“Customer service is one of the major ethos on which our organizational structure is built. Regular client engagement & prompt service response are the two corner stones of our relationship-building and management ”
8+ yrs, Wealth Management
University Merit Holder
B.Tech, UPTU
...................................
Our Services
Who we serve
We believe in building trusted relationships that continue across family generations for our HNW clients.
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Testimonials
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 realise how easily I can achieve my financial goals just by bringing discipline to my approach.
Prateek Singhal
Serial Entrepreneur, Yoho Shoes, Gurgaon
Before we availed the services of WealthyNivesh, money plans appeared more difficult than rocket science to us. Thanks WealthyNivesh 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
Radiologist, Saksham Hospital, Saharanpur
I was very bad at managing my money. Wealthy Nivesh helped in a very simple step-by-step manner. First they helped me to understand how much money can I invest per month, by calculating my income and expenses. Then they helped me to plan for fees for the higher education for my kids. They also took the pain of aligning existing investments to my goals. Thanks, Wealthy Nivesh ! Rab Rakkha !
Simardeep Singh
IT Engineer, Punjab Electricity Board, Mohali
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
Promotor, Technical Constructions, Delhi
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 realise how easily I can achieve my financial goals just by bringing discipline to my approach.
Prateek Singhal
Serial Entrepreneur, Yoho Shoes, Gurgaon
Before we availed the services of WealthyNivesh, money plans appeared more difficult than rocket science to us. Thanks WealthyNivesh 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
Radiologist, Saksham Hospital, Saharanpur
I was very bad at managing my money. Wealthy Nivesh helped in a very simple step-by-step manner. First they helped me to understand how much money can I invest per month, by calculating my income and expenses. Then they helped me to plan for fees for the higher education for my kids. They also took the pain of aligning existing investments to my goals. Thanks, Wealthy Nivesh ! Rab Rakkha !
Simardeep Singh
IT Engineer, Punjab Electricity Board, Mohali
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
Promotor, Technical Constructions, Delhi