About Us

Experience Professional Investing Since 2001

Empowering Your Financial Future: The Story Behind Wealth Munshi

Create Wealth with Confidence - A Personalized Approach to Financial Success

Wealth creation is a journey, not a destination. And, navigating the complex financial markets requires expert guidance and a customized approach to meet your unique goals, risk profile, and asset class.

At Wealth Munshi, we have 20 years of experience in simplifying investments, tax planning, and goal-based investing to help you focus on what matters most – your loved ones. With our end-to-end digital solutions, you can have peace of mind knowing that your financial future is in capable hands.

But, choosing the right expert to guide you on your wealth creation journey is just as important as the journey itself. That’s why, our founder Niyesh Sanghi, an accomplished investor, investing coach, and mentor, believes in the importance of finding a coach who truly understands you and your financial goals, and is dedicated to helping you achieve them.

So, let us be your partner in financial success and start creating wealth with confidence today!

Discover the Power of Customized Financial Solutions with Wealthmunshi

Our USP (Unique Selling Proposition) is in understanding and providing tailored financial solutions based on your goals, risk profile, and asset class.

Experience simplified solutions for investments, tax, and goal-based investing, so you can focus on what truly matters – spending time with your loved ones.

With our digital, end-to-end services, financial freedom is just a click away.”

  • 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

At Wealth Munshi, we believe that success is not just about the numbers, but also about the people behind them. Our team consists of passionate and experienced financial experts who are dedicated to helping individuals, HNIs, NRIs, and CXOs achieve their financial goals. Meet our core team members, who bring a wealth of knowledge and expertise to the table and work tirelessly to ensure our clients’ financial success.

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 ,

Mr. Saripaka Krishna Sai Chaitanya

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

Growth Story From 2017

2024 MSME
Recognized by MSME (Ministry of Micro, Small & Medium Enterprises)
2023 Trust
Enriching Businesses with Modern Capital Management

(By Ciolook India) (Read More)

2023 Blockchain
Sharpening our innovation and development 💡
2022 Trust
Featured as India's Most Trust Companies to Watch

2022 Artificial Intelligence
Launch of AI Based Equity Portfolio Management
2022 Recognition
Blockchain Enabled Startup By Ministry of Commerce & Industry
(by Government of India 🇮🇳) (Read More)
2022 Success
Founder Recognised as a Striving Success Story.
( By ICICI Asset Management ) (Read More)
2021 Brand
Awarded as Most Trusted & Promising Online Financial Company.

(By Silicon India) (Read More)

2020 Global
Global Investors Experience Was Enhanced.
2019 Implemented
End To End Digital Investing Platforms were Implemented.
2018 Build
Digital Investing Platforms were Build.
2017 Born
Wealth Munshi was Born Envisioning Digital Investing.

Financial Health Checkup