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Research Visibility
Internal dashboards tracking categories, risk indicators and public disclosures.
Inside Vanshi Wealth
AMFI Registered
Making Mutual Fund Investing Accessible
Vanshi Wealth — AMFI-registered Mutual Fund Distributor
Our journey began with a simple belief that investing should be understandable, achievable, and open to every investor we serve.
20+
Years serving investors
1000+
Families supported
8
Countries with Vanshi presence
Investor-First Standards
Clear communication, transparent processes and robust controls across every interaction.
Research-Led Distribution
Internal dashboards and category studies to help investors understand MF options.
Human Connections
Each family is served by a multidisciplinary pod that knows your context end-to-end.
Snapshot
Our Client Desk Pod
- Relationship Manager: Coordinates onboarding, periodic reviews and service requests.
- Research Analyst: Tracks macro data, fund categories and disclosure materials.
- Client Success Manager: Handles transactions, reporting and escalations.
2020
Vanshi Wealth founded in Ahmedabad
2022
Client dashboards and consolidated reporting launched
2024
NRI client desk established with Dubai touchpoint
Each mandate is supported by a dedicated trio blending service, research and operations.
About Us
A Relationship-First Approach to Mutual Fund Investing
We believe wealth creation should be accessible, understandable and achievable for everyone. We listen, clarify goals and help investors navigate mutual fund options with disciplined processes and clear disclosures.
From a young professional starting a first SIP to a family building a corpus for education, we support investors with tools, education and seamless execution.
As an AMFI-registered mutual fund distributor, we focus on transparency, compliance and service quality at every step.
Note: For personalised investment advice, please consult a SEBI-registered Investment Adviser.
Explore Our Approach20+ Years
Average team experience delivering investor support.
1000+
Families empowered with goal-based investing journeys.
Rs.500Cr+
Investor assets serviced via our distribution platform.*
8 Countries
Global families supported through our NRI and offshore desks.
*Assets reflect investments sourced/serviced as distributor; Vanshi Wealth does not manage funds.
Company Snapshot
Fast Facts
- Industry: Financial Services
- Headquarters: Ahmedabad, Gujarat
- Founded: 2020
Specialties
What We Do Best (as an MFD)
- Mutual Fund Distribution & Investor Services
- KYC, onboarding & service support
- SIP/STP/SWP execution and tracking
- Consolidated statements & reporting
- Goal-based investing journeys (MF)
- NRI investor desk & service coordination
- Awareness: product notes & process explainers
Vision & Mission
Our Promise
Vision
“To enable investors to participate in long-term wealth creation through simple, transparent mutual fund journeys.”
Mission
“We simplify investments by offering clear information, seamless execution and disciplined follow-through—building confidence through transparency and service quality.”
Why Vanshi
What Sets Our Client Desk Apart
Disciplined processes, transparent communication and proactive service keep investors informed and in control.
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Accountability
Dedicated pods with KPIs on responsiveness, clarity and execution accuracy.
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Transparency in Action
Real-time statements, consolidated views and goal tracking bring clarity.
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Trusted Partnerships
AMFI registration and strong relationships with fund houses enable robust execution.
Leadership
A Pod of Specialists Powering the Client Experience
Vanshi’s leaders combine operational depth, research focus and process excellence to support complex investor needs.
Manish Koshthi
Founder & Owner
Founder & Owner of Vanshi Wealth, focused on building a trusted, client-centric organisation that blends process discipline with long-term value.
- 18+ years of leadership
- AMFI-registered distributor
Mehul Kumar
Sr. Executive, Operations
Drives efficiency, process quality and reporting to support seamless investor service.
- 3+ years of experience
- Operations & compliance
Umesh Patel
Manager, HR & Administration
Fosters a positive workplace culture, oversees people operations, and ensures smooth administrative functioning to strengthen organizational efficiency and employee engagement.
- 10+ years of experience
- HR & Administration
Somiya Biyani
Sr. Officer, HR & Administration
Supports employee engagement, talent processes, and administrative operations to ensure a positive, well-coordinated, and efficient workplace environment.
- 1+ years of experience
- HR & Administration
Prachi Singh
Reception & Administration
Creates a welcoming experience for investors and supports smooth daily operations.
- 1+ years of experience
- Receptionist
Megha Shah
Client Relationship Management
Builds and nurtures strong client relationships, ensuring satisfaction through responsive service, clear communication, and a commitment to long-term partnership success.
- 2+ years of experience
- Client Relationship Management
Dhanraj Khatane
Sales Manager
Leads sales initiatives with a focus on client acquisition, relationship building, and revenue growth, driving business success through strategic planning and performance excellence.
- 6+ years of experience
- Sales & Marketing
Principles
Guiding Values Behind Every Engagement
- ClarityWe communicate plainly and provide investor education, not jargon.
- DisciplineRule-based processes for SIPs, rebalancing requests and service SLAs.
- IntegrityWe disclose applicable distributor commissions/charges upfront.
- ContinuityService continuity and documentation ensure seamless support.
2016
Launched with a focus on mutual fund investing and retirement education.
2020
Introduced consolidated goal-tracking dashboards for investors.
2024
Expanded client desks across India and Dubai serving NRI and global investors.
2025
Certification for process excellence and enhanced service systems.
Partner With Us
Ready to Start Your Investing Journey?
Book a discovery conversation and see how our client desk can coordinate a disciplined, transparent MF journey.
Role Disclosure: Vanshi Wealth acts solely as an AMFI-registered Mutual Fund Distributor. For personalised advice, please consult a SEBI-registered Investment Adviser.
Role Clarification:
Vanshi Wealth acts solely as an AMFI-registered Mutual Fund Distributor. Investors should refer to the respective AMC’s documents for scheme-specific decisions.
Disclaimer
Mutual fund investments are subject to market risk; read all scheme related documents carefully before investing.