Logo
Logo
Logo
Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By Specializations
  • Coming soon
Professionals Get ListedDownload Free Guidebook
Get Financial Wellbeing Check-Up
Logo
Logo
Infinex Wealth Capital Private Limited | Infinex Wealth Capital Private Limited | MumbaiInfinex Wealth Capital Private Limited | Infinex Wealth Capital Private Limited | Mumbai

Infinex Wealth Capital Private Limited

Infinex Wealth Capital Private Limited•Mumbai,MH
73/2, Guru Gobind Singh Marg, opposite Shivaji Chowk, Mulund Colony, Mulund West, Mumbai,
Mumbai, MH, 400082
73/2, Guru Gobind Singh Marg, opposite Shivaji Chowk, Mulund Colony, Mulund West, Mumbai, Mumbai, MH, 400082
View LinkedinView Website
LinkedIn
About

Wealth is built through structure — not isolated investments. I'm Nikhil, a Private Wealth Specialist based in Mumbai. I help HNIs, business owners, and senior professionals build, grow, and protect their wealth — covering investments, taxation planning, retirement and succession planning under one disciplined framework. Most people chase returns. I build process. My approach comes from my time as an Investment Analyst at Quant Mutual Fund, where I worked on portfolios managing $4 billion in assets — developing the same research discipline and multi-factor thinking I now bring to every client relationship. At Infinex Wealth, we focus on three things that work together — structured asset allocation, proactive risk management, and behavioural discipline — because avoiding mistakes is just as important as generating returns. I've been featured on the Mint podcast and work with 200+ clients across India and the NRI community. If you're serious about building long-term wealth, DM

Practice at a glance

5
Years of Experience
200
Families Served
₹26
Crores Managed

Practice Details

Min Monthly Investment:₹20,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, English

Qualification Completed

CWM – Chartered Wealth Manager

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-352494

IRDAI Licensed Insurance Agent (Life)

MAX69648B

NSE/BSE Authorized Person (AP)

AP2069587511

SEBI Registered Stock Broker (Trading Member)

INZ000171337

APMI Registered PMS Distributor

APRN08616

Education

Formal Education

BCom – Bachelor of Commerce, MBA – Master of Business Administration, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XVII: Retirement Advisor Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives Certification, NISM XVII: Retirement Advisor Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
PMS
SIF
AIF

Complimentary Services

Get any of the free services to experience working with Infinex Wealth Capital Private Limited.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop