Manthan Shah
Managing Partner At Wish Worth Wealth | AMFI-Registered Mutual Fund Distributor
I believe in rational, disciplined investing — focusing on what drives long-term success. I help investors align their mutual fund portfolios with their goals, risk profile, and time horizon. With 14+ years of experience and ₹1000+ crore in assets under distribution, I work with HNIs, NRIs, professionals, and institutions to navigate markets with confidence.
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Our Services
Mutual Funds
Mutual Funds offer transparency, flexibility, and cost efficiency. Wish Worth Wealth enables investors to access diverse schemes suited to different goals and risk profiles.
Life Insurance
Life Insurance provides essential financial protection for your family. We focus on term plans to ensure maximum coverage at optimal cost, securing your loved ones’ future.
Health Insurance
Health Insurance safeguards against rising medical costs. We offer access to multiple plans, helping you choose coverage that fits your healthcare needs and financial comfort.
Portfolio Management Services (PMS)
PMS offers professionally managed equity portfolios from SEBI-registered providers, designed for investors seeking tailored strategies and active market participation.
Alternative Investment Funds (AIF)
AIFs provide access to unique opportunities such as private credit, start-up investing, long-short strategies, and other specialised assets beyond traditional markets.
Corporate Fixed Deposits
Corporate Fixed Deposits offer stability, diversification, and attractive interest rates compared to traditional bank FDs. We provide access to select, high-quality issuers.
Will Drafting And Execution
Wills ensure a smooth and efficient transfer of assets to your beneficiaries. We assist in drafting and execution to help secure your legacy and avoid future disputes.
Bonds And NCDs
Bonds and NCDs offer predictable income and capital preservation. We provide access to options like RBI Floating Rate Bonds, 54EC Capital Gains Bonds, and corporate issues.
General Insurance
General Insurance protects assets, business, and livelihood from unforeseen risks. We offer access to covers such as property, liability, marine, and specialised business policies.
NPS And Retirement Solutions
NPS is a cost-effective way to build a retirement corpus with tax benefits. We help investors participate in NPS and other retirement-focused solutions.
Loan Against Securities
Access funds without selling your investments. Pledge mutual funds, shares, or bonds to obtain liquidity for short-term needs while retaining ownership of your assets.
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