Strategic Wealth Simplified
A trusted partner in your wealth creation journey, combining decades of expertise with comprehensive financial solutions.
30+
Years Experience
37+
Years with Motilal Oswal
3
Major Registrations
PAN
India Presence
Our Credentials
Fully compliant and registered with India's premier financial regulatory bodies, ensuring your peace of mind.
AMFI Registered
Mutual Fund Distributor
ARN: 331900
Authorized to distribute mutual fund products across India
NSE Authorized
Stock Trading
AP Code: AP0297575341
Cash Market & Derivatives Trading
BSE Authorized
Stock Trading
AP Code: AP01044601158110
Cash Market Trading Certificate No: 158110
Powering Your Growth with Industry Leaders
We are proud Authorized Partners of Motilal Oswal Financial Services Limited, bringing you institutional-grade research and technology combined with our personalized service.
What This Means For You
Superior Research
Access to 30,000+ research reports across 230+ companies and 21 sectors.
Best-in-Class Platforms
Trade seamlessly across web, mobile, and smartwatch apps with lightning-fast execution.
Our Story
Our journey began in 1993 with a singular vision: to bridge the gap between complex financial markets and the Indian investor. Founded by Rajesh Kumar Pancholi, a veteran with over three decades of experience, Zenith Wealth Management started as a humble endeavor to provide transparent, ethical financial advice.
From navigating the early days of debt markets to embracing the digital revolution in equity trading, Mr. Pancholi's leadership has steered the firm through various market cycles. His philosophy—that wealth creation is a marathon, not a sprint—remains the cornerstone of our practice.
Today, as an Authorized Person for Motilal Oswal and an AMFI-registered distributor, we combine the personalized touch of a family office with the technological prowess of industry giants. Our expansion from Udaipur to PAN India represents not just geographical growth, but our commitment to serving clients wherever they are.
Our Core Values
The principles that guide every decision we make and every client interaction we have.
Integrity
We uphold the highest ethical standards, ensuring transparency and honesty in every relationship.
Client-Centricity
Your financial goals are at the heart of everything we do. We succeed only when you succeed.
Excellence
We strive for perfection in our services, continuously learning and innovating to deliver superior results.
Long-term Focus
We believe in sustainable wealth creation through disciplined strategies rather than short-term speculation.
Collaboration
We work as partners in your journey, fostering relationships built on trust and mutual respect.
Adaptability
We continuously evolve our strategies to navigate dynamic market conditions and changing needs.
Meet Our Leadership
The experienced professionals guiding our vision and strategy.
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Rajesh Kumar Pancholi
Founder & Authorized Person
With over 30 years of experience in the financial markets, Rajesh Kumar Pancholi is the visionary behind Zenith Wealth Management. His deep understanding of debt investments, insurance, and equity markets has helped countless families achieve financial security. As an NSE & BSE registered Authorized Person, he combines traditional wisdom with modern financial strategies.
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Nimesh Pancholi
Strategic Advisor
As a Strategic Advisor, Nimesh contributes to long-term strategy, product insight, and client experience. He focuses on building simple, transparent, and goal-driven investment frameworks while supporting portfolio design and digital experience. Nimesh brings over 8 years of software engineering experience to drive sustainable growth.
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Anshu Bhasali
CX Relation Manager & Creative Head
Anshu leads our client experience and creative initiatives, ensuring every interaction with Zenith is seamless and meaningful. With a keen eye for design and a passion for people, she bridges the gap between complex financial services and user-centric delivery. Her innovative approach enhances our brand identity while fostering deep, lasting relationships.
Visit Us
We'd love to meet you in person at one of our offices.
Bengaluru
Bluejay Malgudi, Kanakpura road
Bengaluru, Karnataka 560062
+91 88841 30501
Udaipur
100ft road, near kheda circle, Sector 14
Udaipur, Rajasthan 313001
+91 88841 30501