ABOUT US
Where Expertise Meets Integrity
Welcome to Wealth With Umang, your trusted partner for comprehensive financial solutions in India. We believe that successful investing is not just about numbers—it’s about understanding your goals, securing your future, and creating lasting financial well-being.
At Wealth With Umang, our mission is to empower individuals and families with informed financial choices and personalized guidance. Founded with the vision of making wealth creation simple and accessible, we help our clients navigate the complexities of financial planning with confidence and clarity.
We understand that life is full of uncertainties. With our expert advice and client-first approach, we offer reliable solutions across Mutual Funds, Life Insurance, General Insurance,Corporate Bonds,and Health Insurance , ensuring both growth and protection for every stage of life.
At Wealth With Umang, we are committed to building long-term relationships based on trust, transparency, and financial success—helping you protect what matters most and achieve your dreams with confidence.
900+
Trusted Families
SEBI
Compliant
AMFI
Registered
WHY CHOOSE US
Your Partner in Smarter Financial Decisions
Mission
We guide investors to make informed financial decisions by focusing on their goals, managing risks, and staying disciplined through all market cycles.
Vision
To simplify wealth creation for Indian investors through disciplined, goal-based investing and long-term thinking.
Values
We aim to be a long-term financial partner, not just an investment provider.
OUR TEAM
Meet the Professionals Behind Your Investments
We’re a team of AMFI-registered mutual fund distributors who help you start, track & tweak your investments.
Umang Sanghvi represents the third generation in a family-led financial advisory practice, built on a foundation of trust, discipline, and long-term client relationships. He holds a Bachelor’s degree in Commerce (Honours) and a Master’s degree in Risk Management and Supply Chain Management from Monash University, Melbourne. His academic background brings a structured and risk-focused perspective to investment decision-making. An active participant in financial markets since 2014, Umang combines global academic exposure with hands-on investing experience. His approach is grounded in understanding risk, maintaining discipline through market cycles, and focusing on long-term wealth creation rather than short-term opportunities. He holds multiple certifications from the National Institute of Securities Markets (NISM), including:
- NISM Series V-A: Mutual Fund Distributors
- NISM Series X-A: Investment Adviser
- NISM Series XIII: Common Derivatives
These certifications reflect his commitment to regulatory standards, continuous learning, and responsible advisory practices. Umang follows a goal-based, asset allocation-driven investment philosophy, where risk management takes precedence over return chasing. He believes that successful investing is not about predicting markets, but about staying disciplined, managing investor behaviour, and following a consistent process over time.
Umang Sanghvi
Founder
Sanjoy Kumar Sanghvi is a distinguished financial professional with over three decades of experience in the insurance and financial advisory industry. He began his journey as a Life Insurance Corporation of India (LIC) agent in 1993, building his practice on trust, discipline, and long-term client relationships.From his very first year in the profession, he achieved the prestigious MDRT (Million Dollar Round Table) qualification—an accomplishment that reflected his commitment to excellence early in his career.Over the years, he has earned multiple elite industry recognitions, including:
- MDRT (Million Dollar Round Table)
- COT (Court of the Table)
- TOT (Top of the Table)
- Corporate Club Member
- Elite Club Member
Notably, he is among the select few advisors in India to have maintained continuous membership in the LIC Corporate Club since its inception, a testament to his consistency, credibility, and professional excellence.His expertise and achievements have also been recognised nationally, including being featured in Zee News for an interview highlighting successful LIC advisors and industry leadership.Known for his client-first philosophy and relationship-driven approach, Sanjoy Kumar Sanghvi has guided families across generations in building financial security and protecting long-term wealth.His advisory principles are rooted in trust, ethical practices, disciplined planning, and a deep commitment to client well-being—values that continue to shape the firm’s legacy today.
Sanjoy Kumar Sanghvi
Financial Professional
Late Shri Mahendra M. Sanghvi laid the foundation of the family’s financial advisory legacy through his dedication, integrity, and commitment to client relationships.Before joining the Life Insurance Corporation of India (LIC), he was actively involved in the financial sector, developing a deep understanding of financial planning, client service, and long-term relationship management.in 1956, he joined LIC as a Development Officer and went on to build a highly successful career marked by professionalism, leadership, and trust. Over the decades, he earned immense respect within the industry and among clients for his disciplined approach and unwavering commitment to helping families secure their financial future.After a distinguished career spanning several decades, he retired in 1993—the same year his son, Sanjoy Kumar Sanghvi, joined LIC as an agent and further expanded the family’s advisory practice to new heights.The values established by Late Shri Mahendra M. Sanghvi—trust, ethics, discipline, and long-term commitment—continue to remain the guiding principles of the firm across generations.
Mahendra M Sanghvi
OUR PARTNERS
Trusted by Leading Product Partners
We collaborate with industry-leading companies to deliver innovative solutions and exceptional value. Our partners share our commitment to quality, reliability, and customer success, enabling us to provide you with the best products and services.