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Wealthy Nivesh – Trust. Simplicity. Growth.

Money grows when it knows it's in

Safe Hands

A research driven Wealth Management Firm run by IIT & ISB Alumni

Strong
Pedigree​

IIT Delhi, IIT Roorkee and ISB Hyderabad Alumni

Research Oriented​

Data Driven Portfolios using Proprietary Algorithms

Global Experience​

40+ years of wealth experience across India, Middle East, Europe and Americas

Algo
Driven​​

Focus on maximizing alpha

Strong Pedigree​

Run by IIT Delhi, IIT Roorkee and ISB Hyderabad Alumni

Research Oriented​

Data Driven Portfolios using Proprietary Algorithms

Global Experience​

40+ years across india, middle east, europe and americas

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

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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

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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

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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

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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
Leading researcher of Mutual Funds and Hedge Funds globally

...................................

Next

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

...................................

Next

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

...................................

Next

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

...................................

Next

Our Services

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

If you’re feeling overwhelmed by

Today’s financial challenges

Who we serve​

We believe in building trusted relationships that continue across family generations for our High Networth clients.

Travel

Media Coverage

9 April, 2023

Wealthy Nivesh's Algo-Driven Staggered Investment Approach

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31 January, 2024

Leading AUM, Wealthy Nivesh Breaks Records in 2023, Achieves Rs 370 Crs In Asset Management

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24 October, 2023

Prof. Vikas Agarwal joins Wealthy Nivesh as a Research Advisor

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3 December, 2023

The two questions that help manage your money well Garg

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Previous
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Media Coverage

9 April, 2023

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10+ yrs, Wealth Management, India & UAE Ex-Regional Head, HDFC Bank Major in Finance, IIT Delhi

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31 January, 2024

Next

Leading AUM, Wealthy Nivesh Breaks Records in 2023, Achieves Rs 370 Crs In Asset Management

know More

24 October, 2023

Next

Prof. Vikas Agarwal joins Wealthy Nivesh as a Research Advisor

know More

3 December, 2023

Next

The two questions that help manage your money well Garg

know More

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Testimonials​

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