We combine expertise, transparency, and personalized attention to deliver exceptional financial outcomes for every client.
Personalized Financial Planning
Every plan built around your specific goals, timeline, and risk tolerance.
Expert Market Research
In-depth sector analysis and stock screening backed by rigorous research.
Professional Investment Guidance
Certified expertise in stocks, mutual funds, and strategic wealth management.
Long-Term Wealth Creation Focus
Disciplined investing strategies designed for lasting, sustainable growth.
Transparent & Client-Centric
No hidden charges. Clear communication. Your interests always first.
One-Stop Financial Solutions
Demat accounts to loans, tax planning to mutual funds — all under one roof.
What We Offer
Our Services
Comprehensive financial solutions designed to help you grow, protect, and manage your wealth at every life stage.
Demat Account Opening
Seamless account setup with expert guidance through all documentation and activation steps.
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Equity & Trading Guidance
Market insights, technical analysis, and strategic guidance for informed investment decisions.
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Mutual Fund Advisory
SIP planning, SWP strategies, and lump sum investments tailored to your goals.
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Portfolio Management
Track, review, and optimize your investment portfolio for better long-term growth.
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Financial Planning
Goal-based planning for retirement, education, wealth creation, and major milestones.
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Tax Planning
Optimize savings through ELSS, insurance, and tax-efficient investment strategies.
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Client Stories
What Our Clients Say
★★★★★
"The equity research provided by Wealth Genius is exceptional. Every recommendation is backed by detailed analysis and a clear investment rationale, which has helped me make more confident investment decisions. Their research quality and timely insights truly stand out."
Megha Maheshwari
★★★★★
"I approached Wealth Genius for retirement planning, and their mutual fund advisory exceeded my expectations. The way they explained the SWP (Systematic Withdrawal Plan) concept made retirement income planning simple and practical. Their personalized approach gave me complete confidence in my financial future."
Jinip Shah
★★★★★
"Wealth Genius has been providing excellent service with timely support and regular portfolio updates. Their team is always available to address queries and keeps clients informed about important investment opportunities. I highly recommend their services to anyone looking for reliable financial guidance."
Smit Shah
Ready to Start Your Wealth Creation Journey?
Book a free consultation today and take the first step toward financial freedom with a trusted advisor by your side.
What We Offer
Our Financial Services
Comprehensive, research-driven solutions designed to grow and protect your wealth at every stage of life.
Receive market insights, stock research, technical analysis, and strategic guidance to make informed investment decisions while managing risk effectively.
Research-Driven
Service 03
Mutual Fund Advisory
We help you select suitable mutual funds based on your goals, risk profile, and investment horizon. Services include SIP planning, SWP strategies, and lump sum investments.
SIP · SWP · Lump Sum
Service 04
Portfolio Management Support
Get assistance in tracking, reviewing, and optimizing your investment portfolio for better asset allocation and long-term growth.
Asset Optimization
Service 05
Market Research & Analysis
Access detailed market studies, sector analysis, stock screening, technical analysis, and investment opportunities identified through extensive research.
In-Depth Analysis
Service 06
Financial Planning
Goal-based financial planning for retirement, education, wealth creation, and major life milestones to help secure your future comprehensively.
Goal-Based
Service 07
Tax Planning
Optimize your tax savings through proper investment planning using ELSS, insurance, retirement products, and other tax-efficient strategies.
ELSS · Insurance · Retirement
Service 08
Fixed Deposits
Safe and stable investment solutions through fixed deposits offering competitive returns and capital protection for risk-averse investors.
Capital Protected
Service 09
All Types of Loans
Assistance with Personal Loans, Home Loans, Business Loans, Loan Against Property, Education Loans, Vehicle Loans, and other financing solutions.
All Loan Types
Not Sure Which Service Is Right for You?
Book a free consultation and our expert will help identify the best financial strategy for your situation.
Knowledge Hub
Market Insights & Financial Knowledge
Stay informed with the latest market updates, investment strategies, and personal finance guidance.
Market AnalysisJuly 5, 2026
Broader Market Outlook
Covering Nifty 50, Bank Nifty, Midcap, Smallcap, sector trends, economic developments, and key market opportunities.
Explore our curated list of technically strong stocks with the potential to outperform in the coming week. Each setup is backed by disciplined market analysis and a favorable risk-reward outlook.
SIP, Lump Sum & SWP: Choosing the Right Investment Strategy for You
Discover the right investment approach based on your financial goals, risk profile, and time horizon. Learn when to invest through SIP, make a Lump Sum investment, or generate regular income with SWP.
Our team is here to help you make sense of the markets and your finances.
Disclaimer: Past performance is not indicative of future results. Investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Our Story
About Wealth Genius
A financial services and wealth management company committed to helping investors achieve their goals through disciplined investing and strategic planning.
Who We Are
Built on Trust. Driven by Results.
At Wealth Genius, we believe that wealth is not just about earning more—it's about making smarter financial decisions that help you achieve your life goals. Founded by Parshva Shah and Vatsal Shah, Wealth Genius is committed to empowering individuals and families with personalized financial solutions backed by research, transparency, and a client-first approach.
As an Angel One Sub-Broker, we provide a comprehensive range of investment and wealth management services designed to simplify your financial journey. Whether you're just beginning your investment journey or building long-term wealth, our goal is to help you make informed decisions with confidence.
Our expertise includes Mutual Funds, SIP Planning, Equity Investments, Portfolio Reviews, Retirement Planning, Tax-Efficient Investment Strategies, IPOs, Bonds, Fixed Deposits, NPS, Insurance Solutions, and Goal-Based Financial Planning. Every recommendation is tailored to your financial objectives, risk profile, and investment horizon.
At Wealth Genius, we focus on building long-lasting relationships based on trust, integrity, and consistent support. We combine market research, disciplined investing, and personalized guidance to help our clients grow, protect, and preserve their wealth over time. Personalized, goal-based planning is widely regarded as a core principle of effective wealth management.
Our Mission
To empower every investor with the right financial knowledge, personalized investment solutions, and disciplined wealth management strategies that create long-term financial success.
Our Vision
To become one of India's most trusted wealth management firms by helping individuals and families achieve financial freedom through intelligent investing, ethical practices, and exceptional client service.
Parshva Shah
Founder
Parshva Shah is the Founder of Wealth Genius, with over 5 years of experience in the financial services industry. His journey began by managing his own investment portfolio, where he developed a disciplined, research-driven approach to wealth creation. As his expertise grew, he gradually expanded his services, earning the trust of individuals and families seeking reliable financial guidance.
After building a strong and sustainable client base, Parshva founded Wealth Genius in June 2024 with the vision of making professional wealth management accessible, transparent, and goal-oriented.
Over the years, he has built a thriving community of 1,500+ investors, empowering them with market knowledge, disciplined investing, and long-term financial planning. In April 2025, Wealth Genius became an Authorized Franchise Partner of Angel One, enabling the firm to provide a wider range of investment solutions and deliver seamless financial services to its growing client base.
Today, Parshva continues to help clients achieve their financial goals through personalized investment strategies, research-backed insights, and a commitment to long-term wealth creation.
Vatsal Shah
Founding Partner
Vatsal Shah is the Co-Founder of Wealth Genius, bringing valuable experience in financial auditing, compliance, and operational processes. Throughout his career, he has developed a strong understanding of financial systems, internal controls, and regulatory procedures, enabling him to contribute effectively to the firm's operational excellence.
Before co-founding Wealth Genius, Vatsal worked at Morzaria & Associates, where he gained hands-on experience in accounting, auditing, compliance, and financial reporting. He has also been involved in auditing assignments for leading financial institutions, including Axis AMC, Nippon India AMC, and LKP Securities for regulatory framework.
His experience in auditing financial processes and ensuring compliance has strengthened his attention to detail, analytical approach, and commitment to maintaining high standards of accuracy and transparency.
At Wealth Genius, Vatsal oversees operational processes, compliance, and client support, ensuring efficient execution and a seamless experience for every client. His dedication to operational excellence and ethical practices continues to support Wealth Genius's mission of delivering transparent, reliable, and client-focused wealth management solutions.
What We Stand For
Our Core Values
Integrity
Transparency
Client First
Long-Term Growth
Continuous Learning
Ready to Work With Wealth Genius?
Join 250+ clients who have trusted us with their financial future. Let's build yours together.
Get in Touch
Contact Wealth Genius
Reach out to our experts for personalized financial guidance and take the first step toward your financial goals.
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Tell Us About Your Goals
Contact Information
Wealth GeniusSHOP NO. 10 AMBIKA PARK BLDG NO. 3, CO.OP. HOUSING SOCIETY LIMITED, JANTA NAGAR, JH PODDAR HIGH SCHOOL ROAD, BHAYANDAR (WEST), Maharashtra, India – 401101
Phone & WhatsApp+91 93261 05284
Emailsupport@wealthgenius.in
Business HoursMonday to Saturday, 9:00 AM – 7:00 PM
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At Wealth Genius, we value your privacy and are committed to protecting your personal information. When you visit our website, we may collect basic information such as your IP address, browser details, device information, and cookies to improve website performance and user experience.
If you contact us or fill out any form, we may collect details such as your name, email address, and phone number. Your information is used only to provide our services, respond to your queries, improve our website, and comply with legal requirements.
We do not sell or share your personal information with third parties except where required by law. We use appropriate security measures to protect your data; however, no online transmission can be guaranteed to be completely secure.
Disclaimer
Wealth Genius is not a SEBI-registered investment advisor. All content on this website is provided solely for educational and informational purposes and should not be considered investment advice. Please consult a SEBI-registered financial advisor before making any investment decisions.
If you have any questions regarding this Privacy Policy, please contact us at info@wealthgenius.in.
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