Wealthy Nivesh

Overview

Wealthy Nivesh is a boutique wealth management firm that provides personalized investment and financial planning solutions. The firm offers mutual fund distribution, portfolio management services (PMS), tax planning, and estate planning tailored to high-net-worth individuals (HNIs), corporate clients, and non-resident investors. Its investment approach combines algorithm-driven portfolio construction with customized wealth management strategies.

Key Facts

Sector

Financial Services

Business model

Transactional

Stage

Growth

Team size

11-50

Focus Areas