With the use of contemporary digital tools, reputable financial institutions utilize digital wealth management to help garner augmented engagement ,transparency, promote collaboration & contribute towards filtering the performance of financial assets.
Emerging as a premium platform for digital Lifestyle Management & Wealth Analysis, Wealth Munshi is benefitting the business of its clients by transforming the span of wealth management across all industry segments.
Envisioning digital wealth advisory as the future of the financial service sector, Wealth Munshi was established in 2017 by Niyesh Sanghi, a successful serial entrepreneur & investor since two decades.
Emerging as a phenomenal player in this domain, Wealth Munshi has proved itself to be a frontrunner in the financial service industry by the virtue of its impeccable industry-specific services across Financial, Wealth & Succession analysis which helps the Investor define & achieve their Company’s & Personal financial goals by using different investment vehicles. Standing on the foundation of sturdy relationships, rather than transactions, Wealth Munshi is based on the foundation of trust, ethics & care.
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
Along with a win-win approach & tag line – ‘Aapka Paisa Hamara Bharosa’ – Your Money Our Trust.