Sanchay Wealth Advisor Private Limited is a trusted partner for clients seeking disciplined, data-centric, and tax-aware investment planning. Our mission is to enable investors to achieve financial independence through goal-oriented wealth creation, structured risk management, and compliance-aligned strategies. We serve both individual and institutional clients with clarity, integrity, and long-term focus.
Chartered Accountant with 13+ years of expertise in taxation, wealth planning, portfolio structuring, and financial governance. Anil leads investment strategy with a strong focus on risk-adjusted returns, tax efficiency, and long-term wealth creation. His advisory experience spans HNIs, corporates, and emerging investors seeking disciplined financial growth.
Engineering professional with 20+ years of experience in technology systems and process optimisation. He drives Sanchay Wealth’s digital investment infrastructure, automation, and secure operational workflows—ensuring seamless onboarding, reporting, and client experience.
Chartered Accountant with 12+ years of expertise in corporate compliance, financial reporting, and regulatory governance. She ensures robust due-diligence, transparency, and disciplined processes across all client engagements. Rekha strengthens investor confidence through audit-backed insights and strong compliance leadership. investment strategy.
Equity research expert with 30+ years of market analysis experience. Specialises in fundamental research, sector insights, and portfolio risk assessment. His deep understanding of market cycles and valuation helps shape data-driven investment decisions for clients seeking consistent long-term performance.
Invest in high-quality debt mutual funds designed to offer stability, lower volatility, and consistent income potential. We help you select suitable categories such as liquid funds, ultra-short duration funds, and corporate bond funds based on your investment horizon and risk tolerance.
Enhance your portfolio by exploring specialised mutual fund categories such as hybrid funds, dynamic asset allocation funds, and multi-asset funds. These SEBI-regulated products offer balanced exposure across asset classes while maintaining a compliant and diversified investment approach.
Plan a financially secure retirement using goal-based mutual fund portfolios. We assist in designing long-term SIP plans, step-up SIPs, and retirement-focused allocations that ensure steady wealth creation and financial independence post-retirement.
Our advisory services help you align your mutual fund investments with your financial goals, risk profile, and investment horizon. Through structured planning and periodic reviews, we ensure your portfolio remains optimised and on track for long-term wealth creation.
Protect and smoothly transfer your wealth through proper structuring of your mutual fund holdings, including nomination setup, folio alignment, and succession guidance. We ensure your investments support your long-term legacy objectives with clarity and compliance.