Wealth Munshi is a boutique wealth management firm founded by Nimit Arora, a SEBI Registered Investment Adviser. The company operates as a personal CFO for its clients, focusing on providing unbiased, goal-based financial planning and investment advisory services. Their mission is to help HNIs and NRIs achieve their financial objectives through a structured, transparent, and client-centric approach, encompassing comprehensive financial planning, portfolio management, and investment strategy. The firm emphasizes its fiduciary responsibility, ensuring that client interests are prioritized.

Founded in

India