Build Wealth with Confidence
Quant-Led Advisory | Global Access | PMS Solutions
Wealthy Nivesh helps HNIs achieve long-term financial goals with AMFI-registered, performance-focused advisory & curated investment baskets.
Build Wealth with Confidence
Quant-Led Advisory | Global Access | PMS Solutions
Wealthy Nivesh helps HNIs achieve long-term financial goals with SEBI-registered, performance-focused advisory & curated investment baskets.
Why HNIs Trust Wealthy Nivesh
Why HNIs Trust Wealthy Nivesh
₹500 Cr+
Assets Under Management
10,000+
HNI Clients
IIT & ISB
Alumni Led
SEBI
Registered Advisory
Founders & Advisor Team
A passionate team driving financial empowerment.
We blend expertise, innovation, and trust to help you grow your wealth strategically.
Ankit Garg
Managing Director
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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.
Aditya Gupta
Managing Director
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Aditya Gupta
Managing Director
- 8+ years, Consulting & Wealth Management
- MBA, ISB Hyderabad (Dean’s List, Co’20)
- B.Tech., IIT Roorkee
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.
Shrishti Sangal
Chief Service Officer
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Shrishti Sangal
Managing Director
- 8+ years, Wealth Management
- University Merit List Holder
- B.Tech., UPTU
We believe in building trusted relationship that continues across family generations for our HNW Clients. Risk mitigation, prudent research & customer centricity define our wealth management principles.
Vikas Agarwal
Research Mentor
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Dr. Vikas Agarwal
Research Advisor
- Bank of America Chair Prof., Georgia St. Uni.
- Ph.D. in Finance, London Business School
- Prof., ISB Hyderabad
We believe in building trusted relationship that continues across family generations for our HNW Clients. Risk mitigation, prudent research & customer centricity define our wealth management principles.
Our Investment Ethos
We follow a data-driven, client-focused investment philosophy that balances performance with risk. Each strategy is tailored to create long-term, sustainable wealth.
Alpha Oriented
Multi-factor models vs benchmark
Risk Optimisation
Dual-layered quantitative + qualitative assessment
Customized Approach
Goal & risk-aligned investment paths
Algo Driven
Proprietary frameworks for unbiased insights
This is how we work!
Transparent Processes, Personalized Strategies, and Proven Effectiveness - Your Path to Financial Success Starts Here.
Solutions Snapshot
Mutual Funds
Smart, diversified investments tailored to your goals. Let experts grow your money with ease.
Unlisted Shares
Invest early in high-potential private companies. Get access to exclusive pre-IPO deals.
Will Making & Estate Planning
Secure your legacy with smart wealth transfer. Plan today, protect tomorrow.
PMS & AIF Offerings
Premium strategies for high-net-worth portfolios. Aim higher with curated investment options.
Let get a Personalized Wealth Plan
Take control of your financial future with expert-guided planning.
We create wealth strategies tailored to your goals and life stage.
Proprietary Tech Edge
WN Quant™
- Analyzes 4000+ mutual funds on 24 parameters
- Regression-based scoring + back-testing during crises
- Eliminates human bias
WN Basket™
- Pre-curated mutual fund baskets by risk/time horizon
- Higher alpha, better Sharpe ratio
- Variants: Mid-Small Cap, All Cap, Balanced
Testimonials (Trust & Social Proof)
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.
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.
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
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. . Tax saving is cherry on the cake.
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 substantial family assets. Wealthy Nivesh 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 😀
I know Ankit (Founder of Wealthy Nivesh) for almost a decade now. Ankit has served me as a wealth advisor across two banks in UAE and India. So when Ankit started Wealthy Nivesh, it was natural for me to shift my portfolio to him. I have always founded Ankit possessing very high levels of professionalism and expertise. Thankfully those traits have passed on to his team at Wealthy Nivesh as well. I have seen all the ups and downs of the market with Wealthy Nivesh and am very happy with their tactical calls which successfully preempted market downfalls and hence helped to save a lot of money to me. Will certainly recommend WN basis my experience.
Let get a Personalized Wealth Plans
Build a wealth plan that grows with you and your dreams. Expert insights, personalized for your life goals.
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