Manthan Shah
Managing Partner, Wish Worth Wealth (₹1200+ Cr AUM) | AMFI-Registered MFD | Helping HNIs & NRIs Pilot Their Financial Journey
- Role
- Managing Partner at Wish Worth Wealth
- Location
- Surat, IN
- LinkedIn followers
- 500 followers
About Manthan Shah
I am the Managing Partner at Wish Worth Wealth, a family-led financial services firm with…
Experience
Managing Partner
Jun 2018 — Present · Surat, IN
As Managing Partner of Wish Worth Wealth, I lead a family-led financial services firm with a legacy since 1987, today managing ₹1200+ Cr in Assets Under Management (AUM). My role blends strategy, operations, and client engagement, with a focus on integrity and a customer-first approach.Key Contributions & Achievements:Scaled AUM beyond ₹1200 Cr across mutual funds, PMS, AIF, and insurance solutions.Built a strong NRI investor base across 6+ countries including USA, UK, Middle East, Australia, Singapore, and Canada.Digitized operations by implementing CRM tools and technology-driven client servicing.Conducted investor workshops and financial literacy sessions to empower clients in their decision-making.Expanded services while preserving the ethos of a family-led, trust-driven practice.Recognized as the Wisest Advisor in India (2019) by WealthForum.Vision: To 10x AUM in the next 5 years and transform Wish Worth Wealth into a world-class, ISO-certified financial organization, piloting client journeys with resilience and excellence.
Education
Savitribai Phule Pune University
Bachelor of Engineering, Computer Engineering
2011 — 2015
Indian Institute of Management, Lucknow
Executive Education – Management Development Programme, Business Administration, Management and Operations
Indian Institute of Management, Indore
Management Development Programme, Business Administration, Management and Operations
Indian Institute of Management Ahmedabad
Executive Education – Leadership Development Programme, Business Administration and Management, General
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