Your Wealth,
Decoded.
A structured, long-term approach to wealth management built on asset allocation, risk management, and behavioural discipline — for professionals and business owners who deserve more than generic advice.
A structured, long-term approach to wealth management built on asset allocation, risk management, and behavioural discipline — for professionals and business owners who deserve more than generic advice.
Three disciplines that work together — not in isolation — to build and protect your wealth over the long term.
Capital distributed across asset classes with intention — not accumulated at random. Every instrument earns its place in your portfolio.
Protection gaps identified before they become a crisis. Insurance, emergency liquidity, and portfolio resilience — planned in advance.
Markets will fall. We keep you anchored to your plan — not reacting to noise — so time and compounding can do their work.
AMFI · IRDAI · SEBI · APMI Registered · ARN: 352494 · APRN08616
Senior executives and consultants who need structure beyond a savings account and SIPs.
Entrepreneurs whose personal wealth is tied up in their business and needs to work harder.
NRIs whose wealth is split across geographies — India investments, global portfolios, and no one connecting the dots.
Families building towards retirement, children's education and long-term financial independence.
We partner with clients who seek clarity, portfolio discipline and a thoughtful approach to wealth creation — beyond short-term return chasing.
We help bring clarity, structure, and long-term direction to your financial life.
About Infinex Wealth
Founder & Private Wealth Specialist
Prior to founding Infinex Wealth, Nikhil worked as an Investment Analyst at Quant Mutual Fund, supporting portfolios managing USD 4+ billion in assets — across equity research, fixed income analysis and portfolio strategy. He has also worked with Avendus Wealth Management and Kamdar Desai & Patel, Chartered Accountants.
Qualifications & Certifications
Infinex Wealth Capital Private Limited is a Mumbai-based private wealth advisory firm helping professionals, business owners and families organise, grow and protect their long-term wealth. We combine institutional investment thinking with personalised advisory — bringing clarity, structure and discipline to your financial life.
What We Do
01
We map your complete financial picture — income, liabilities, goals and timelines — and build a structured plan that ties everything together before a single investment is made.
02
Structured, diversified portfolios across Mutual Funds, Direct Equity, PMS, AIFs, Bonds, ETFs and Global Funds — with disciplined asset allocation and ongoing monitoring.
03
We assess your protection gaps and structure the right coverage across Term Life, Health Insurance and Emergency Liquidity Planning — protecting your family at every life stage.
04
We structure investments and income tax-efficiently — covering Capital Gains Optimisation, ELSS, NPS, Withdrawal Planning and long-term tax efficiency across your portfolio.
05
Long-term financial security through NPS, Retirement Income Planning, Estate and Succession Planning, Will Writing and Intergenerational Wealth Transfer.
Additional Solutions
We also facilitate access to IPO & Select Investment Opportunities, and offer a structured Financial Clarity & Net Worth Enhancement Session — a focused 1-on-1 discussion to assess your complete financial position and chart a clear path forward.
Our Thinking
Wealth is not built through one great investment — it is built through disciplined financial behaviour, sustained over decades. We focus on the complete picture: mindset, structure, and the right decisions at the right time.
Financial success comes from aligning savings, investments, protection and goals into one coordinated framework.
How capital is allocated across asset classes matters far more than which individual fund or stock is chosen.
Emotional decisions during market volatility damage long-term returns more than bad investments. We keep you disciplined through every market cycle.
Many investors lose wealth not due to lack of opportunity — but due to poor decisions at the wrong time.
We bring structure and disciplined decision-making so you stay aligned with your long-term goals — always.
Our investment framework integrates three disciplines — Allocation Framework, Manager Selection and Risk Management — working together, not in isolation.
Our Process
We understand your financial goals, priorities, risk tolerance and existing investments before recommending anything.
We define the right asset allocation and select appropriate investment strategies aligned to your long-term objectives.
We construct a diversified, tax-efficient portfolio and execute investments through regulated platforms and institutions.
We conduct periodic portfolio reviews, rebalance when required, and adjust as your goals or life circumstances evolve.
We help clients organise, grow and protect their wealth through structured portfolio management, financial planning, insurance and tax-efficient investing. Our role goes beyond recommending products — we manage your complete financial framework.
Mutual Funds, Direct Equity, PMS, AIFs, Bonds, NPS, Insurance, ETFs, SGBs and Global Funds — selected based on your goals, risk profile and time horizon.
No. We charge zero advisory, planning, review or monitoring fees. We are compensated via trail brokerage from AMCs, already built into the fund's expense ratio.
All investments are made directly in your name with regulated institutions. Your money never passes through Infinex Wealth. You retain complete ownership and control at all times.
Banks operate on a product-driven model. We are portfolio-centric and strategy-driven — focused on your goals, not product targets. Our relationship is built on long-term alignment and trust.
Yes. We provide structured guidance for managing India-based investments alongside global exposure — in a compliant and organised manner.
Reach out to us directly. We start with a conversation — understanding your current situation, expectations and sharing our approach. If we're the right fit for each other, we take it forward from there.
Get in Touch
Reach out on WhatsApp or fill in the form — we'll get back to you within 24 hours.
WhatsApp / Phone +91 93265 46372
Email nikhil@infinexwealth.com
Address
Block 73, Room 2, Guru Gobind Singh Marg,
Opposite Shivaji Chowk, Mulund Colony,
Mulund West, Mumbai – 400 082