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People · Platforms & Custody · Advisory & Relationship
AD & Regional Head at Nuvama Wealth| Wealth Management Expert | Specializing in HNI & UHNI Clients | Family Office Solutions | Strategic Asset Allocation | Multi-Asset Investment Strategies
Associate Director · Nuvama Wealth
Manish Mongia — Associate Director · Nuvama Wealth · Delhi, India.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Wealth management professional specializing in HNI/UHNI CXOs, delivering tailored financial planning, strategic asset allocation, and customized portfolio management. Expert in optimizing wealth through risk management, tax planning, and performance monitoring, ensuring long-term financial growth and legacy preservation for senior executives. Skilled in leveraging advanced analytics and global investment opportunities to meet complex client needs with precision and care.
Experience
Associate DirectorCurrent
Nuvama Wealth · New Delhi, Delhi, India
May 2026 – Present
"Empowering high-net-worth families to build, manage, and preserve their legacy. I specialize in delivering personalized wealth strategies that transform complex financial goals into clear, actionable roadmaps."