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
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
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 …
Dr. Vikas Agarwal
Research Mentor
- Bank of America Chair Prof. Georgia State University
- Ph.D in Finance, London Business School
- Visiting Faculty, ISB Hyderabad …
Our Services
We provide 360 degree solutions across Wealth Management, Treasury Management, Capital Raising, and Estate & Tax Planning.
If you’re feeling overwhelmed by today’s financial challenges
Feel free to reach out to us!
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
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.
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.
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
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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 
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
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 
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