WEALTHVERSE
WealthVerse is a one-stop wealth management firm established by experienced financial markets professionals to become the best wealth management firm by the choice of individuals and families with the mutual vision of wealth creation through ethical and knowledgeable financial decisions.
MISSION
To become the best wealth management firm by the choice of individuals and families with the mutual vision of wealth creation through ethical and knowledgeable financial decisions.
Mr. Manish Bansal,
Founder WealthVerse
He is a hands-on and seasoned financial advisor. His area of expertise includes wealth management & financial planning, equities research, debt markets research, macro-economic analysis, and derivatives.
In his professional journey of 13 years, He worked as Head of Research and Financial Planner in IFM in his last assignment. His job responsibilities included doing the wealth management and financial planning of HNI clients, analyzing the financial markets, and providing consultancy to various corporate. His earlier assignment was as a Derivatives analyst. Realizing his true love in wealth management and financial consultancy, he then left the job in 2020 and became an entrepreneur.
He is MBA in Finance & Marketing from one of the top B-Schools UBS (University Business School, Panjab University) and Bachelor’s in Technology.
He also believes in spreading the knowledge and experience to the interns/mentees. He is a mentor in UBS. Many of his interns are placed in companies like KPMG, Deloitte, American Express, Societe Generale etc.
Manish is humble & soft-spoken person. He speaks from heart and believes in building the life-long relationships.
Captain Jaswinder Singh is a master mariner (Merchant Navy Captain). He has zeal to learn and teach. His eagerness to learn has made him a financial stalwart. He carries in-depth knowledge of various financial products. He is a self-motivated, positive person & motivates everyone around him. He is a big philanthropist. He carries the personality to guide others in the right direction. Most importantly he is a person of sound relationships.
Capt. Jaswinder Singh (Partner) WealthVerse
Capt. Sushant Mittal,
(Partner) WealthVerse
Capt Sushant Mittal is a successful investor himself & encourages everyone to invest wisely & become financially aware.
He has a wonderful, charming personality. Has good knowledge of various financial avenues. Likes to teach & work for the betterment of masses. He is expert in equity mutual funds investing. Integral part of the team Wealthverse.