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Wealthy Nivesh – Trust. Simplicity. Growth.

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Founder

Founded by IIT Delhi, IIT Roorkee and ISB Alumni, the team comes with 40+ years of wealth management experience across India, UAE and USA
Ankit Garg
Managing Director
  • 10+years of wealth
    management, India & UAE
  • Ex- Regional Head, Wealth Management, HDFC Bank
  • Major in Finance, IIT Delhi …
Know more
Dr. Vikas Agarwal
Research Mentor
  • Bank of America Chair Prof. Georgia State University
  • Ph.D in Finance, London Business School
  • Visiting Faculty, ISB Hyderabad …
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Aditya Gupta
Managing Director
  • 7+years of consulting &
    wealth management
  • MBA, ISB Hyderabad
    (Dean’s List)
  • B.Tech, IIT Roorkee …
Know more
Shrishti Sangal
Chief Service Officer
  • 8+ years of wealth
    management
  • University Merit Holder
    (Silver Medal)
  • B.Tech, UPTU …
Know more

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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.

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
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