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)
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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