Edit Content

Wealthy Nivesh – Trust. Simplicity. Growth.

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

Money Grows in

Safe Hands

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

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

Propreitary Algos to build customised portfolios and review

Team

A team that has ethics and customer centricity as its foundation

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

Our Services

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

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

3 Dec, 2023

Wealthy Nivesh’s Algo-driven staggered investment approach

3 Dec, 2023

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

3 Dec, 2023

IIT Delhi Alumni meet in Mumbai celebration successful networking event

Testimonials

Scroll to Top

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