About Wealth Munshi
Wealth Munshi is a Financial Services company based in Hyderabad (India) founded in 2017. It offers financial planning, investment advice, and risk management for high-net-worth clients. It operates on a B2C model. Its Indian entity Wealth Munshi Imf Private Limited reported revenue of ₹25.8 Lakh. Wealth Munshi offers products and services including Financial Planning, NRI Services, Succession Planning, and Tax Planning. Its focus areas include FinTech, Investment Tech, Wealth Management and Portfolio Management. Similar companies include Dezerv, Wealthy and ASK Group; 3 of its 3 listed similar companies have raised funding.
Company details
Wealth Munshi is a financial services firm based in Hyderabad, India, focusing on wealth management for Non-Resident Indians and High Net Worth Individuals. They deliver personalized strategies for financial planning, tax compliance, portfolio management, and succession planning. Services include risk analysis, investment options like mutual funds and bonds, and tools for goal-based investing to ensure long-term stability and wealth accumulation.
- Headquarters Hyderabad, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website wealthmunshi.com
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- Legal Name Wealth Munshi Imf Private Limited
- Date of Incorporation 18 Sep, 2017
- Jurisdiction New Delhi, Delhi, India
- Annual Revenue₹25.8 Lakh
FY 2025 · +100% YoY
- Net Profit₹1.2 Lakh
FY 2025 · 5% margin
- EBITDA₹1.2 Lakh
FY 2025 · 5% margin
Associated legal entities of Wealth Munshi
Wealth Munshi operates through Wealth Munshi Imf Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Wealth Munshi Imf Private Limited CIN U66020DL2017PTC323860 | Active | 18 Sep 2017 | New Delhi, Delhi | ₹0.3 Cr | 3 | View details |
Products & Services of Wealth Munshi
Wealth Munshi offers a comprehensive portfolio of products and services, including Financial Planning, NRI Services, Succession Planning, and Tax Planning.
Tailored strategies for achieving financial goals
Guidance on investments and compliance for non-residents
Strategies for secure wealth transfer to heirs
Optimizing tax liabilities through structured advice
Apps and channels of Wealth Munshi
Wealth Munshi publishes 2 mobile apps with over 1K+ downloads; its YouTube channel Wealth Munshi Wealth Management for HNIs and NRIs has 105 subscribers and 30 videos.
Videos from Wealth Munshi
The most watched videos on Wealth Munshi's YouTube channel, Wealth Munshi Wealth Management for HNIs and NRIs (105 subscribers). Click a video to play it here.
Board of directors of Wealth Munshi Imf Private Limited (Wealth Munshi)
Wealth Munshi Imf Private Limited is the primary company behind Wealth Munshi. The board of Wealth Munshi Imf Private Limited currently have 3 directors; the longest-serving is Masoom Sanghi, appointed in 2017.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Masoom Sanghi DIN 07870142 | Director | 18 Sep 2017 | 9 yrs 1 mo | Wealth Munshi Imf Private Limited |
| Kamini Sanghi DIN 07942427 | Director | 18 Sep 2017 | 9 yrs 1 mo | Wealth Munshi Imf Private Limited |
| Niyesh Sanghi DIN 03578249 | Director | 18 Sep 2017 | 9 yrs 1 mo | Wealth Munshi Imf Private Limited |
Financials of Wealth Munshi
Figures of Wealth Munshi Imf Private Limited, the primary company behind Wealth Munshi, for FY 2025. Revenue was ₹25.8 Lakh (+100% year on year). Net profit was ₹1.2 Lakh (5% margin). EBITDA was ₹1.2 Lakh (5% margin). Revenue has grown at a compounded annual rate of +28% over three years and +44% over five years.
- ₹25.8 LakhRevenue · FY 2025 · +100% YoY
- ₹1.2 LakhNet profit · 5% margin
- ₹1.2 LakhEBITDA · 5% margin
- ₹10 LakhPaid-up capital
- +28%Revenue CAGR, 3 years
- +44%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Wealth Munshi Imf Private Limited are on its company page.
Detailed financial statements for Wealth Munshi
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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- Financial ratios
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Verified entity values are shown only after access is granted.
Similar companies to Wealth Munshi
Wealth Munshi has 3 listed similar companies in our database, 3 of them funded. They include Dezerv, Wealthy and ASK Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| askfinancials.com | 1983 | Mumbai, India | $125M | 191 | Asset & wealth management platform |
Detailed similar companies of Wealth Munshi
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Web traffic of Wealth Munshi
The website of Wealth Munshi (wealthmunshi.com) receives about 4.2K visits a month.
- Monthly visits4.2K
▲ 90.2% vs previous month
Websites whose visitors overlap most with Wealth Munshi. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| upwisery.com | 100% | 2.6K | View details |
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Wealth Munshi (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 1.98 M | 376 |
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Frequently Asked Questions about Wealth Munshi
Wealth Munshi was founded in 2017.
Wealth Munshi is headquartered in Hyderabad, India. It is registered at Hyderabad, Telangana, India.
The primary company behind Wealth Munshi, Wealth Munshi Imf Private Limited, reported revenue of ₹25.8 Lakh for FY 2025, up 100% year on year.
Wealth Munshi is a financial services firm based in Hyderabad, India, focusing on wealth management for Non-Resident Indians and High Net Worth Individuals. They deliver personalized strategies for financial planning, tax compliance, portfolio management, and succession planning. Services include risk analysis, investment options like mutual funds and bonds, and tools for goal-based investing to ensure long-term stability and wealth accumulation.
Wealth Munshi offers Financial Planning, NRI Services, Succession Planning, and Tax Planning.
Wealth Munshi operates through Wealth Munshi Imf Private Limited.
The legal entities of Wealth Munshi currently have 3 directors, including Masoom Sanghi, Kamini Sanghi, Niyesh Sanghi.
Yes. Wealth Munshi publishes Wealth Munshi - Your Goal Base and 1 more app, with over 1,000 downloads.