Welcome to Mangesh Wealth

Mangesh Wealth is dedicated to offering multiple Financial Services with a client first approach. Our firm is built on the pillars of integrity and honesty, ensuring that our clients receive trustworthy and transparent guidance tailored to their unique financial needs.

Mangesh Wealth established by Mangesh Naik. Mangesh is NFP certified Qualified Personal Finance Professional® and AMFI registered Mutual Fund Distributor with long experience in insurance segment.

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At Mangesh Wealth we specialize in the distribution of financial products, carefully selecting each option based on the suitability and specific requirements of our clients. We are known for our commitment to personalized service and ethical practices.

Connect with us at Mangesh Wealth and experience a partnership where your financial goals and well-being are our top priorities.

We Offer You

Mutual Fund

Grow your wealth with our diversified mutual fund options. Choose from equity, debt, and hybrid funds tailored to different risk profiles and investment goals.

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Health Insurance

Prioritize your well-being with our health insurance offerings. Choose from individual plans or family floater policies covering medical expenses and offering no-claim bonuses.

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Life Insurance

Ensure your family's financial security with our range of life insurance solutions. Choose from term plans and endowment policies for comprehensive coverage and savings.

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Tax Planning

Optimize tax liabilities with our expert Tax Planning services. Maximize deductions, utilize tax-saving investments, and ensure compliance with Indian tax laws, tailored to meet your financial goals effectively.

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Fixed Deposits

Invest securely with our Fixed Deposit schemes offering competitive rates and flexible tenures. Enjoy guaranteed returns and regular interest payouts, ideal for conservative investors seeking stable growth.

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Retirement Planning

Prepare for retirement with our tailored planning solutions. We offer pension plans and annuities designed to secure your future income, ensuring a comfortable retirement lifestyle.

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Bonds

Invest in stability with our diverse bond offerings. Choose from government and corporate bonds for fixed income and capital preservation, ideal for risk-averse investors.

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General Insurance

Safeguard your assets with our comprehensive general insurance solutions. Choose from health, home, and vehicle insurance policies tailored to protect against unexpected events, ensuring peace of mind and financial security.

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All MF Calculators

Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.

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Happy with Customers & Clients

We've been helping businesses to do their best since 2003. If you need any solution we are available for you. Feel free to connect with us any time.

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Pratibha T.
"Investor"

"Mangesh Wealth is helping in identifying financial goals and preparing investment plans according to them. Their personalized guidance and always ready-to-help approach is very helpful for me to intake financial decisions."

Mohan
"Investor"

"This Company is helping in identifying financial goals and preparing investment plans according to them. Their personalized guidance and always ready-to-help approach is very helpful for me to intake financial decisions."

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