About Zenith Wealth Management
A trusted partner in your wealth creation journey with over three decades of experience in the financial industry.
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.
Vikram Malhotra
Founder & CEO
With over 20 years of experience in wealth management, Vikram leads our strategic vision and client relationships.
Anjali Desai
Chief Investment Officer
Anjali brings 15 years of expertise in portfolio management and investment strategy to our client portfolios.
Rahul Kapoor
Head of Financial Planning
Rahul specializes in comprehensive financial planning with a focus on retirement and estate planning.
Our Expertise
At Zenith Wealth Management, we bring together decades of experience across various financial domains to provide comprehensive wealth management solutions.
Investment Management
30+ years of experience in debt investments, equity markets, and alternative investment vehicles.
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 Debt Investment
37+
Years with Motilal Oswal
30+
PMS Strategies
PAN
India Services
Our Locations
With offices in Bengaluru and Udaipur, we serve clients across India and NRIs worldwide.
Bengaluru Office
123 Financial District, Koramangala
Bengaluru, Karnataka 560034
Phone: +91 80 1234 5678
Email: bangalore@zenithwealth.com
Udaipur Office
456 Lake City Tower, Near Fateh Sagar
Udaipur, Rajasthan 313001
Phone: +91 294 987 6543
Email: udaipur@zenithwealth.com