About Us

Wealth Baniya Financial Experts

About

Empowering Your Financial Future, Every Step of the Way

Welcome to Wealth Baniya, your trusted partner in achieving financial clarity and long-term security. We specialize in providing personalized financial services tailored to your unique needs. Our mission is to empower individuals and families by offering expert advice on tax planning, investment strategies, and estate management, ensuring that your wealth is protected and grows for future generations.

Why Choose Wealth Baniya?

  • Comprehensive Financial Solutions: We offer a full spectrum of services, from tax planning to investment management, estate planning, and loans—ensuring that every aspect of your financial life is covered.
  • Expert Advice: Our experienced team provides expert advice based on in-depth market knowledge and personalized strategies to help you achieve your financial objectives.
  • Trusted Relationships: We believe in building long-term relationships with our clients based on trust, transparency, and a commitment to your financial well-being.

At Wealth Baniya, we’re more than just financial advisors—we’re your partners in achieving lasting financial success. No matter what stage of life you’re in, we’re here to help you make the right choices and secure the future you deserve.

Get in touch with us today and let’s start building your financial future together!

Connecting People for over 12 Years

12

Hello!

Tapan Kailashnath Nanda

Tapan Kailashnath Nanda

Financial Advisor

A seasoned Investment Banking Advisor with over two decades of experience, Mr. Tapan Nanda is a trusted expert in guiding some of the world’s largest Sovereign Wealth Funds. His extensive knowledge spans across a variety of financial sectors including public finances, corporate structuring, mergers and acquisitions, and real estate and infrastructure investment trusts (REITs).

With an MBA from Savitribai Phule Pune University and a CFA certification, Mr. Nanda blends exceptional business acumen with deep financial expertise. His track record of advising high-profile clients has cemented his reputation as a leading figure in the world of investment banking and financial advisory.

Ankit Bhansali

Ankit Bhansali

Director

What We Do

Wealth Management

 

All Types of Loan

 

Unlisted Shares / Private Equity

 

Trust & Succession Planning

 

We’re Hiring too!

Hiring

Office

Royal Enclave, Andheri East, Mumbai 400069