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Wealth Munshi

Wealth Munshi

Verified Company

Your Money Our Trust

0

(50 reviews)
  • About
  • Overview

    Wealth Munshi, a reputed financial planning and wealth management company, caters to the unique financial needs of Non-Resident Indians (NRIs) and High Net Worth Individuals (HNIs). Our team of highly qualified experts offers personalized solutions, encompassing tax planning, investment advice, retirement schemes, and expert guidance on wealth management.


    Our key strengths lie in our:

    • Experienced Team: Comprising qualified wealth advisors and investment specialists with extensive industry experience.
    • Tailored Solutions: Providing customized financial plans aligned with your goals, risk tolerance, and investment preferences.
    • Goal-Oriented Approach: Focusing on your long-term financial objectives and developing comprehensive plans to achieve them.
    • Technology-Driven: Utilizing cutting-edge technology to simplify wealth management processes, ensuring accessibility and ease of use.
    • Comprehensive Portfolio Management: Offering a diverse range of investment products and services to create and manage your portfolio effectively.
    • HNI & NRI Expertise: Specializing in fulfilling the uniqu... Read more
    Details

    Team Size: 2-9

    Founding Year: 2017

    Hourly Rate:  ₹ 100-499/hour
    Entry Level

    Languages: Hindi, English


    Verifications

    Company PAN:  N/A

    Company Address: 

    GST Number:  N/A

    Certificate of Incorporation:  N/A

    Service

    2 service offered by Wealth Munshi

    Business Services

    Business Services
    Comprehensive support services for businesses, including consulting, strategy development, and operational assistance.

    Accounting & Financial Services

    Accounting & Financial Services
    Delivering financial management, reporting, and advisory services to businesses and individuals.

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    Areas Of Expertise

    Focus areas provided by Wealth Munshi

    Reviews

    50 reviews for Wealth Munshi

    Overall Score

    search my expert reviews
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    T

    Tulasi Kunapomu

    Posted 4 months ago

    5.0

    0

    Every one don't know properly about financial planning. Wealth munshi fullfill that scarcity make us financial expert

    S

    Svapnil Shenoy

    Posted 4 months ago

    5.0

    0

    I was recommended Wealth Munshi by a friend of mine who spoke very highly about them. Hence I contacted Mr. Niyesh who was right away extremely warm and friendly and instantly made me feel confident about investing money as per his teams guidelines. Charges for the annual service are very nominal. Wealth Munshi has a team of responsive and extremely knowledgeable people, who are ready to answer any questions one may have and provide a sound judgement for your investments. What I liked the most is that I was always convinced as to where and how I should be allocating my investment for the maximum benefit suited for me. The process they have established to determine your risk ability and lay down a plan is not only thorough but also innovative in nature. Their team is on the ball as to follow ups and to provide requested information as and when needed. So far its just been 2 months since I have invested and as any serious investors would agree its a premature time to comment on growth of investment. Having said that there has been a miniscule growth towards all fractions of my investment. This is my review for now. And I shall review again in 6 months time to highlight any significant observations. But so far so good.

    P

    Promeet Bose

    Posted 5 months ago

    5.0

    0

    Financially valuable advice. Personalised services. Courteous staff. WM has been a financial angel of sorts for me, someone who's absolutely ZERO with respect to understanding investments.

    A

    Anish Anthony

    Posted 5 months ago

    5.0

    0

    Great Experience. Personalised service and one stop shop

    B

    Bindu Pajjuri

    Posted 6 months ago

    5.0

    0

    The wealth Munshi Team is helping me in choosing the investment options to maximi, while also ze returns to reach long-term goals providing the right guidance.I had postive experience with wealth Munshi, stating that it is good financial planning company for wealth management and providing good results in investments.

    G

    Gautam Kandala

    Posted 7 months ago

    5.0

    0

    An excellent app for all kinds of investors. Either a novice or an experienced investor, Wealth Munshi is an app that comes in handy. As the name suggests it us your personal financial planner. The app understands your needs and advises accordingly. The other apps normally try to push products by marketing them.Munshi tells you why a particular financial products suits your need. It then tells you products available in the market. You then make the decision. Brilliant!

    M

    Madhusudhana Rao Podila

    Posted 8 months ago

    5.0

    0

    The Wealth Munshi team is helping me in choosing the investment options to maximise returns and reach long-term goals, while also providing me the right guidance. I had a positive experience with Wealth Munshi, stating that it is a good financial planning company for wealth management and providing good results in investments

    B

    Buchi Babu Kotte

    Posted 8 months ago

    5.0

    0

    Wealth Munshi's financial health check is a great way to start the financial planning discussions as it provided me a 360-degree view of my financial status. Based on the goals I have and the risk profile, Srivastav has created a detailed plan to achieve the goals. Being a newbie to the Investments, Srivastav was patient enough to answer/clarify all questions/doubts. Though I have started this journey just a month ago, I am confident it will last longer and help me in achieving the goals. Thank you, Srivastav, and the Wealth Munshi team! I wish you and all of your clients (including me :)) great success ahead!!!

    I

    Imran Basha Shaik

    Posted 9 months ago

    5.0

    0

    Good experience with Wealth Munshi company. Thanks for giving me the opportunity to work with you.

    S

    Sitara Panikar

    Posted 9 months ago

    5.0

    0

    I have been serviced by the Wealth Munshi team since 2018. Extremely responsive to customer queries and follow up on a regular basis for portfolio discussions. As an NRE, I'm often outside the country and need urgent services while I'm away. The team has always jumped in to help immediately. I'm glad I chose to keep my portfolio with them!! Best Regards from Germany.

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    Locations

    Wealth Munshi is situated at 1 locations

    Headquarters

    B 2701,Next to Bio-Diversity Park Hyderabad Knowledge City, Hi-Tech City, Opposite IKEA, Raidurg, Madhapur Telangana, India

    Wealth Munshi FAQs

    Where is the head office of Wealth Munshi located?

    The Head Office of Wealth Munshi is located in B 2701,Next to Bio-Diversity Park Hyderabad Knowledge City, Hi-Tech City, Opposite IKEA, Raidurg, Madhapur Hyderabad, India

    What major services does Wealth Munshi provide?

    What is Wealth Munshi's average cost per project?