Basic Information
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Company
Wish Worth Wealth -
Phone
8799603101 -
Email
wishworthwealth@gmail.com -
Mobile phone
9879313101 -
Website
wishworthwealth.com -
Describe How You Would Like To Be Introduced Via Email
Manthan Shah is the Managing Partner at Wish Worth Wealth. He works with business owners, professionals, doctors, NRIs, and families to help them build long-term wealth through disciplined investment strategies and structured financial decision-making. If you know someone looking for a second opinion on their investments or seeking a more organized approach to managing their wealth, I would be happy to connect with them. -
What is your "why"? Why do you do what you do?
I believe financial freedom gives people the ability to make better life decisions. My purpose is to help families and business owners build wealth systematically, avoid costly financial mistakes, and achieve their long-term goals with greater confidence and clarity. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Are you currently satisfied with the growth and organization of your investment portfolio?
Do you have investments spread across multiple places without a consolidated view?
Would you be open to a second opinion on your current investment strategy? -
Unique Selling Proposition
Combining nearly five decades of family experience with modern technology and research-driven processes, we help families, professionals, and business owners organize, monitor, and grow their investments through a highly personalized and relationship-focused approach. -
About me
I am the Managing Partner at Wish Worth Wealth, serving clients across India and globally. Over the past 14+ years, I have helped hundreds of families, professionals, and entrepreneurs organize and grow their wealth. I am passionate about investor education, business networking, technology, and building meaningful long-term relationships based on trust and integrity. -
Profession
Wealth & Investment Specialist -
Title
Managing Partner -
Hobbies and interest
Reading, Listening to Music, Watching Movies & Web Series, Technology, Travel, and Investor Education.
Contact Information
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City / Town
Surat -
State
Gujarat -
Zip
395001 -
Country
India -
Special offers to the group
Complimentary Portfolio Review and Investment Health Check for NIA members and their referred contacts. -
Google Business Review URL
https://share.google/krcGfW46kvqc096CI -
Facebook Business Page URL
https://www.facebook.com/wishworthwealth -
LinkedIn Profile
https://www.linkedin.com/in/manthan-shah-0a165656/
Education
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College / University
BE (Computer Engineering), SPPU | Executive Programs: IIM Indore, IIM Ahmedabad, IIM Lucknow -
Graduation Year
2016