Wealth Munshi

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

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.

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.

Great Experience. Personalised service and one stop shop

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.

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!

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

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!!!

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

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.