Vanshi Client Desk
AMFI-registered Mutual Fund Distributor
Monitor consolidated holdings, track service items, and collaborate with your client desk team through a single, secure workspace.
Portfolio Intelligence
Daily NAV updates, asset allocation drift and performance snapshots for every mandate.
Action Tracking
Review to-do lists, paperwork check-ins and transaction/status alerts created by your client desk team.
Secure Sharing
Upload documents through encrypted channels with audit trails for compliance.
- Login for consolidated reports, statements and capital calls.
- Request support at dashboard@vanshiwealth.com.
- Escalate compliance concerns via compliance@vanshiwealth.com.
Portal status: Operational · 01 Dec 2025
Vanshi Wealth acts solely as an AMFI-registered Mutual Fund Distributor for this portal.
Client Login
Enter the credentials shared with you to access consolidated holdings and reports.
Need access? Submit the request form below or email dashboard@vanshiwealth.com.
Request Client Desk Access
Share a few details so our onboarding team can provision secure access to the Vanshi Client Desk.
We respect your privacy. Information shared is encrypted at rest and used solely to coordinate onboarding.
Portfolio Snapshot
Track allocation, goal progress and performance in real time.
Documents & Reports
Securely download review decks, statements and compliance records.
Action Center
Approve portfolio changes, schedule reviews, and monitor service tickets.
Support Desk
Raise requests, chat with advisors and review turnaround metrics.
At A Glance
- 15 published insights
- 2 live career opportunities
- 6 client enquiries managed
- 1 applications in review
Recent Activity
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New client review submittedby website on 04 Nov 2025
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Updated job Sales Managerby admin@vanshiwealth.com on 04 Nov 2025
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Created job Sales Managerby admin@vanshiwealth.com on 04 Nov 2025
First time using the client desk?
Download the orientation guide and watch a step-by-step walkthrough curated by our client desk team.