About Zenith Wealth Management
A trusted partner in your wealth creation journey with comprehensive financial services backed by multiple regulatory registrations and strategic partnerships.
Our Credentials & Registrations
Fully compliant and registered with all major financial regulatory bodies in India
AMFI Registered
Mutual Fund Distributor
NSE Authorized Person
Stock Trading
AP Code: AP0297575341
Cash Market & Derivatives Trading
Affiliated with Motilal Oswal Financial Services
BSE Authorized Person
Stock Trading
AP Code: AP01044601158110
Cash Market Trading
Certificate No: 158110
Strategic Partnership
Authorized Partner with India's Leading Financial Services
Motilal Oswal Financial Services Limited
- SEBI Registered Stock Broker: INZ000158836
- 37+ years of market expertise
- Research-backed stock recommendations
- Access to institutional-grade research
What This Means for You
As an Authorized Person, we provide you access to Motilal Oswal's research recommendations and trading platform while maintaining our independent mutual fund distribution services.
Our Story
Founded with a vision to simplify wealth management for individuals and families across India, Zenith Wealth Management has grown to become one of the country's most trusted financial advisory firms.
With over 30 years of experience in debt investment and insurance, combined with our strategic partnership with Motilal Oswal Financial Services Limited bringing 37+ years of market expertise, we offer unparalleled financial guidance tailored to your unique needs.
Our journey has been defined by our unwavering commitment to client success, ethical practices, and innovative financial solutions that adapt to changing market conditions and client needs.
Est. 1993
Our Core Values
The principles that guide every decision we make and every client interaction we have.
Integrity
We uphold the highest ethical standards in all our dealings, ensuring transparency and honesty in every client relationship.
Client-Centricity
Your financial goals are at the heart of everything we do. We tailor our solutions to your unique needs and aspirations.
Excellence
We strive for excellence in our services, continuously improving and innovating to deliver superior results.
Long-term Perspective
We focus on sustainable wealth creation through disciplined, long-term investment strategies rather than short-term gains.
Collaboration
We work closely with our clients and partners, fostering relationships built on trust, respect, and mutual success.
Adaptability
We embrace change and continuously evolve our strategies to navigate dynamic market conditions and regulatory environments.
Our Leadership Team
Meet the experienced professionals guiding our company's vision and strategy.
Rajesh Kumar Pancholi
Authorized Person & Founder
NSE & BSE registered Authorized Person with extensive experience in financial markets and wealth management.
Investment Advisory Team
Research & Analysis
Experienced team providing research-backed investment recommendations and portfolio management services.
Client Relations Team
Customer Success
Dedicated professionals ensuring exceptional client service and comprehensive financial planning support.
Our Expertise
At Zenith Wealth Management, we bring together decades of experience across various financial domains to provide comprehensive wealth management solutions.
Stock Trading & Investment
NSE & BSE authorized trading with research-backed stock recommendations from Motilal Oswal.
Mutual Fund Distribution
AMFI registered distributor (ARN-331900) offering comprehensive mutual fund solutions.
Risk Management & Insurance
Specialized expertise in pure term life and health insurance solutions for comprehensive protection.
Financial Planning
Holistic approach to goal-based financial planning for individuals, families, and businesses.
30+
Years in Financial Services
37+
Years with Motilal Oswal
3
Major Registrations
PAN
India Services
Our Locations
With offices in Bengaluru and Udaipur, we serve clients across India and NRIs worldwide.
Bengaluru Office
Bluejay Malgudi, Kanakpura road
Bengaluru, Karnataka 560062
Phone: +91 88841 30501
Email: support@thezenithwealth.com
Udaipur Office
100ft road, near kheda circle, Sector 14
Udaipur, Rajasthan 313001
Phone: +91 88841 30501
Email: support@thezenithwealth.com