About Us

Experience Professional Investing Since 2001

How Wealth Munshi Came Into Existence

Our Business is About Relationship

Wealth creation is an art & financial markets are dynamic which makes wealth creation an ongoing process.

Wealth has to be nurtured, cared & reviewed regularly with an expert & it’s not an overnight magic.

With our 20 years of rich experience, we have understood that there are many complex products available in the financial markets.

So, rather than concentrating on products & services, we would advise hiring an expert, guide, mentor, or coach with a credential history who not only understands you & your company’s needs but is also ready to spend time & energy to make a genuine effort in providing a proper solution than buying a product.

Choosing the right coach is as difficult as finding the perfect diamond cut. If done well from the beginning, you will not only achieve your dream life but also enjoy this journey of attaining your goals,” states Niyesh Sanghi, Investor, Investing Coach & Founder, Wealth Munshi.

Our USP

Understanding & Providing Curated Customized Financial Solutions As Per :

Goal
Risk Profile
Asset Class

Simplified Solutions on Investments / Tax / Goal Based Investing So You Have All the Time For Your Loved Ones.

All Our Services are Digital End to End.

  • Mr.Niyesh Sanghi –Founder
  • Mr.Manish Kanojia -Stratergic Partner Digital Universe .
  • Mr.Pankaj Sancheti -Stratergic Partner Tax, Audit & Start Up Advisory.
  • Mr.TS Mohan -Stratergic Partner Human Capital Management.
  • Mrs.Indira Reddy Pagidi -Office Head.
  • Miss.Shamim Begum -Head Back Office.

Our Team

Mr. Niyesh Sanghi

Serial Entrepreneur ,
Financial Freedom Expert ,
Speaker , Investing Coach.

Mr. Manish Kumar Kanojia

Stratergic Partner Digital Universe


Mr. Pankaj Sancheti

Stratergic Partner Tax,
Audit & Start Up Advisory

Mr. TS Mohan

Stratergic Partner
Human Capital Management

Mr.Srinivas Sriramula

Director Training &
Equity Research

Mrs. Indira Reddy Pagidi

Founding Member &
Office Head

Miss. Shamim Begum

Founding Member &
Head Back Office

Mr. Kaushik Siddharth

Certified Wealth Manager ,
From AAFM , USA

Mr. Saripaka Krishna Sai Chaitanya

(CWM) from American Academy of Financial Management (USA )

Growth Story From 2017

2017 Born
Wealth Munshi was Born Envisioning Digital Investing.
2018 Build
Digital Investing Platforms were Build.
2019 Implemented
End To End Digital Investing Platforms were Implemented.
2020 Global
Global Investors Experience Was Enhanced.
2021 Brand
Awarded as Most Trusted & Promising Online Financial Company.
( By Silicon India ) (Read More)
2022 Success
Founder Recognised as a Striving Success Story.
( By ICICI Asset Management ) (Read More)
2022 Recognition
Blockchain Enabled Startup By Ministry of Commerce & Industry
(by Government of India 🇮🇳) (Read More)
2022 Artificial Intelligence
Launch of AI Based Equity Portfolio Management
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Learn how we helped to invest!!!

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