Wealthmunshi provides excellent financial consultation providing a holistic perspectives and well tracked plans. Highly recommended!

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.

All of their team are friendly and helpful, provides best advice and guidance. Very helpful in providing the information which help us understand our financial circumstances better. Very professional and answered all my queries. Thanks to Srivatsav.

Have been engaged for quite sometime now and I feel that the details provided by you are analysed in detail and profile and goal specific suggestions are made. For every suggestion made, you are provided with facts and understanding on why that specific option was chosen so that you are not in limelight. Your suggestions, expectations, and risk aperitifs is taken into consideration when ever an investment opportunity is provided. Overall, I have a good experience

Wealth Munshi and Niyesh have been perfect friends in helping our family in our financial goals and planning. Have also recommended many of my friends and colleagues. Wonderful experience and strong Partners

Very professional and responsive.I would like to Thank whole wealth munshi team.Special thanks to Indra mam and Shamim .

Recently started my investment journey with wealth munshi. Team is professional, suggests investment ideas according to the individual profile and promptly follows it up. Thanks to Srivastav and other wealth munshi team. Hope this association lasts longer whilst working ahead to see our profiles grow and achieve the goals.

Prompt service and great service to the investors. Best value in financial planning.

I have been benefited by their services a lot. All my initial financial investments & savings have come through their recommendations. The team is excellent.

As usual great service and value. Im glad to see that your diligent financial planning support is helping me in getting into my 1st owned house and that too with less of worry for future stability.Highly recommend your service.

They provide excellent service and very professional. Team is approachable all the time and they help to maintain good portfolio

The team Sanghi is thoroughly professional courteous and very responsive.

Highly recommending Wealth Munshi for customized financial planning & wealth management advisory services. Thanks a lot to Srivatsav and team of wealth munshi.

Very professional and the best financial advisors around

Wealth Munshi persons are professional in their approach; at the same time are courteous and try to have 1 to 1 approach.

Thanks to Niyesh and team Wealth Munshi for taking care of not just our financial planning but also every aspect of our needs, including advice on life and health insurance and so much more.

Its very nice app, this app is very helpful to manage the finances it had simplified by investments and tracking..

Its very good app for all kind of 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!

It is really a nice and pleasure experience with the Founder & other associates from Sanghi Consultancy.I take this opportunity to appreciate them since they brought many aspects of all the LIFE goals in one Umbrella. Transport insurance is the new one they brought in, which is really helpful and wish all the success in this new area. Thanks for all your good efforts to make the customer delighted, thanks again.

I have been associated with wealth Munshi team for last 11+ years now. I have always found them utterly professional and very responsive in their services. Their understanding and knowledge of the whole investment space is immense and their advices are really appropriate with times. One thing is really commendable is their follow up. You can forget something but they will not. One thing which made me to start our relationship was the amount of homework they had done on you as a client before they approach you is impeccable. They have been building their services and support year on year and surprising clients with them every time. I really wish them the best and would see continuing seeking their services throughout my life...Akassh jainHyderabad

It has been nothing but pleasure to work with founder and other people from Wealth Munshi appreciate the time taken to educate me and clearly explain where I am in my financial health and how to achieve my financial goal. The transparency and clarity provided through technology is truly top notch. Being professional yet maintaining the personal touch and show of empathy has been refreshing. I am certain that, my relationship with Wealth Munshi is going to be long term and fruitful. I highly recommend Wealth Munshi for those looking for a personalised wealth management service.

A financial planner in true sense. Solution to financial needs and problems are provided. Qualified and knowledgeable advisors with amazing service. Hardworking team. Regular reviews and follow ups are done. Easy to use app and website. Totally worth it!

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, Im often outside the country and need urgent services while Im away. The team has always jumped in to help immediately. Im glad I chose to keep my portfolio with them!!Best Regards from Germany.

One of the best financial planners i have ever experienced. Wealth Munshi team has in depth knowledge about products and market.They helped my Financial planning so easy with their customized advisory services. Thanks a lot to entire team of wealth munshi. Their apps and support systems helps in tracking my portfolio and investments regularly at one place.

Very professional, Special Thanks to Shameem..

Very imaginative. Puts our thoughts into perspective and defines the way forward with clarity. Keep it up.

Nice company for investments. My sister works here. Will get good guidance for doing investments. Reliable and trust worthy company with great returns on investments.

Very nice app plan your Investments.In mutual funds through this app.Support very good.

The biggest difference I have noticed with the team of WealthMunshi compared other Financial consultants is their personal touch and care. They treat you as a family member and provides the best service. Very prompt in following up on actions.I am very happy to be associated with them and would recommend anyone.Hats off to Niyesh for building such a wonderful organization.

Enjoying the prompt service and promptness from Wealth Munshi.

It is great opportunity to invest your financial goals

Niyesh has been a calm voice in the chaos of volatile markets. He has helped us to create a financial plan keeping in mind our goals and what we want to achieve in the future. I look forward to working towards seeing our portfolio grow and have our goals fulfilled.

This is very supportive app and website for financial planning in mutual funds and SIP investments future will be doing great

A year ago“This is what financial advisors should do! I have never had the kind of experience in the past with any of financial advisors and they were the first whom I approached and I am glad to understand that they have helped me in planning for my present as well as future. They keep in regular contact with me and provide me with ongoing financial advice as per my needs and markets change. It is really refreshing to work with a financial advisor who is truly interested in their client’s needs, circumstances and preference. I gladly recommend your services whenever possible.”

Wealth munshi team has helped me immensely in doing a proper financial planning . I appreciate their proactive support and professionalism.

Excellent app for all kind of investors

Very professional and hardworking team for them clients comes first. One of the best or I should say they are no1 Financial advisor from Hyderabad and of the top 10 from India

They take care of your complete financial planning against your goals and track it on regular basis. The team is very professional

Wealth Munshi is one of the best financial planning and it has depth in knowledge about products and market. it helps in tracking portfolio and investments regularly at one place.

Good financial service

Excellent support and advice on financial matters . Appreciate the support on investment and goal planning

Wealth munshi is an excellent platform built for growing my money. Their expert research team selects specific mutual funds so I can make more money over time.

Wealth Munshi is a good wealth management company and its good for the investors from the perspective of investment options available under one roof 👌

Wealth Munshis services have been satisfying. I strongly recommend people to get in contact with this institution

I dont have to depend on anything else to track and understand my investments and related challenges or transact. Quick and ease of use is what i like. A centralized place for everything about money. With Sanghi it is a long term trust based relationship, not the one where you dont see there advisor after you sign the first cheque. Future proof as they are uptodate with the times.

We have a long standing relationship and special bond with this team and availed excellent financial services. Well disciplined and committed team with focus on customer needs.

One of the most professional Digital fintech having a wonderful experience working with them. wishing them all the best

It has been pleasure to work with Niyesh & his entire team, thanks for helping in setting goals & plan wealth for long term. I recommend Wealth Munshi to everyone who is looking for personalised wealth management. Cheers!

Its very good to investment in this company my daughter works here its very trust worthy company with a great returns.

Good financial service

Wealth Munshi makes my Financial life so easy with their sophisticated and customized financial planning & wealth management advisory services. Thanks a lot to entire team of wealth munshi.

Its pleasure to work with Wealth Munshi team & appreciate them to helped me to identify my financial goals.

Wealth mushi is very good platform for investment they will suggest very good product for investment and get good returns.

Good sevices give by wealth munshi.

Its very Good opertunity to invest here bcoz safe & Secure and satisfied costmare care faclity available 24/7.

It is a great opportunity to invest ur funds to achieve ur financial goals accordingly👍🙂

We can easily track our financial goals.wealth munshi helps us to acheive our goals.

Wealth munshi is a very good financial platformits very easy and help full to manage the Portfolio.

Perfect personal financial planning services bacaked and managed by experience and expertise.

My friend is working in this company its very trust company with a good returns.

Its been more than a decade for financial planning for our family and the best service provider

Its a very good platform for investment and financial service.

Perfect personal financial planning services backed by the beat qualified team and digital technology

Wealth Munshi provides the best financial planning and service, the team has in depth knowledge about products , services and market.

Iam happy with wealthmunshi its good in financial services and wealth management. wealth Munshi will helps in 5 areas ie Family,personal,estate,tax and wealth distribution.

Awesome app. You can view and plan all your financial investment at one go. Go munshi

Excellent financial services best advisor for all Mutual funds investors

Good company for investment its very reliable and trust worthy company with good returns.

I am so happy to work with wealth munshi its very good in financial services and wealth management.

Purely Digital in Financial Planning & Wealth Management wealth munshi provide Excellent service.

All time best app for investors. it is very usefull

Its very good financial service and give good returns in investment.

Best and Personal Financial Planner offering Best in class service. All the best Niyesh.

Its help to manage the portfolio. They provide Excellent financial service.

These app very use full, the user can use friendly, and also it very useful to the small investors

Iam happy to work with wealth Munshi.Thanks to all my wonderful team.

All time best app for investors.. it is very usefull

VERY GOOD APP

One of the best financial planner, ever since I hv been associated with Wealth Munshi.

Will get good plans for doing investments

Good financial platform

Very good app for financial planning and SIP investments supports

Wonderful team with profound experience and good customer support.

Its very good platform to do investment.

Wealth munshi very helpful for better future and investments

Good to do investment in wealth munshi.

Its very good platform to do investment

Excellent 👌👌 app

Good Financial Services👏best advisor for all investors

Best financial planners i have ever seen.

Its a very good financial service.

Great Company and wonderful team to work with, thanks for being such a wonderful partner

Its very good platform for investment.

Wealth munshi helps to manage the port folio

Its good platform for investment.

Its very good financial service.

Its excellent financial service with good returns

Best financial planing services with high quality advise

Its very good platform for investment.