We don't simplify investments, but what we actually do is simplify dreams.
We specialise in Financial Planning which helps you define your personal financial goals and achieve them by using different investment vehicles. Successful planning requires proper assessment of risk return profile, extensive knowledge about the various investment products and regular monitoring of the investment position.
As financial planners, we assist you in realizing your financial goals and objectives, by providing quality services along with a wide range of products; these products could be customized to suit your needs and goals. We believe that a structured portfolio is essential in reducing the risk of capital erosion as a result of short-term volatility.
Let's understand how this works.
Aggressive Returns Strategy
It aims to maximize your returns with active fund management
Portfolio Management Service - A discretionary Portfolio Management offering various investment philosophies to suit the different risk-return profiles of clients with the underlying principle of de-risking investments and optimizing returns.We follow the open architecture model for advising clients.
Capital Preservation Strategy
It aims to preserve your capital while giving you aggressive returns.
Structured Products - In contrast to traditional investments, which only benefit from the rise (or fall) of a given asset, structured products can generate returns under much wider range of market conditions. Real Statement Funds for participating the Indian real estate boom.
All said and done, you invest in mutual funds to give your money the best chance to grow. The purpose of investing is to not only earn returns, but earn optimal returns. Wealth Munshi has porfolios that have been constructed to meet different goals. All you have to do is tell us what you are dreaming about, and we'll give you a portfolio of funds that will help you fullfill that dream.
We know you have worked hard for the money you are investing. Your data stays protected on Wealth Munshi and your money is also in safe hands. Wealth Munshi is a SEBI-registered advisor and an AMFI-authorized distributor. In Mutual Funds, your money doesn't get locked up. It gets invested!
Wealth Munshi is One of India’s Premier Online Lifestyle Management Advisory.
Wealth Munshi is well positioned to leverage the rich on-field experience of the board members since 2001 .
With More Than 3,700 retail investors & 68 Corporate Clients who have been acquired Since Aug of 2001 in India, USA, Australia, Phillippines & UK .
Mr. Ashok Sanghi
He is teaching the MBA Batch students in Entrepreneurship. Also done preparation of Detailed Project and Business Plan. Management Information Systems.Philosophy for Modern Business Management.
Mr. Niyesh Sanghi
The Kitty on financial management includes all aspects from tax planning, portfolio shifts, risk return investments, real estate investments, real estate management etc. So a wholesome financial solution to family & business ! MR. NIYESH is a member of million dollar round table , which is a club for primier financial consultants of not only India but also for entire world. MR. NIYESH has been a part of this club for 8 years now .The club which comprises of only the best in the financial world.
Mr. Kamesh Sanghi
Kamesh Sanghi is a specialist in the segments of Education and Aviation Training. He has established more than 25 institutes, two universities and three flight training colleges. He is currently the Director, Trine Consulting Group. He is currently the Director, Trine Consulting Group. He is also operating as the CEO of Kushal Global Limited, authorized Project Management Consultant for the Ministry of Textiles in for establishing integrated Textile Parks. He is also an advisor for several Education and Aviation Companies across India such as Jodhpur University, Shree Ram Group of Institutes, Shri Maharshi Dadhich Group of Institutes , Asian Academy of Aviation etc.
Mr. Gaurav Luhadia
Gaurav Luhadia is an MBA and CFA who has expertise in portfolio management and investment planning.
Selection of Funds
Mutual fund investments are subject to market risks, please read the scheme information document carefully before investing. We have all heard this disclaimer numerous times. Yes, mutual funds are subject to market risks. Yes, we are asked to read the scheme information document carefully. But, very few of us actually do.
Lifelong monitoring & adjustments
Selection of funds is just one-fifth of the solution. Knowing what to buy, when to buy and how to buy is the most critical part.If all one had to do was to buy mutual funds and get rich, a ten million of us would've become rich by now. It's not that simple and this is where data, Finance and automation comes into play to build a solution that was only accessible to Ultra rich. But now, it's available to you.