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How Wealth Munshi Came Into Existence:
Our Business is About Relationship. Not Transactions, this is the Foundation on which Wealth Munshi is Built.
All Started in 2017 when Niyesh Sanghi,A Serial Entrepreneur & Successful Insurance Advisor Since 2001 Could Envision Digital Wealth Advisory is The Future.
Wealth Management Globally is a 50-100 Years Legacy Business
There are Many Stories in the form of Case Studies Highlighting our Association Across the Globe.
Today Wealth Munshi is one of the Most Successful Fintech, Managing Portfolio Across the Globe Digitally.
Wealth Munshi as a Successful Fintech has Left No Boundaries & Limitations To Help Families & Corporates Globally.
We Plan to take the Business to a Higher Orbit of Growth Via Our Franchise Model.
Understanding & Providing Curated Customized Financial Solutions As Per :
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.
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