Wealth Management

Santosh Sharma

Guiding Your Wealth with Experience & Trust
With over 20 years of expertise in the financial markets, we provide reliable investment solutions, tailored to your goals.

Services

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" Working with him was a game changer! "

-pranavnb

" We Increased our wealth by 120%"

-vijaynb

20+

Years in Market.

500+

Clients served.

₹500+

Crores
AUM Managed.

Expert Wealth Manager

Santosh Sharma, Your Wealth Manager

Our experience spans across equity, mutual funds, insurance, IPO funding, and more.

Let's Talk

Hello I am Santosh Sharma

Wealth manager & advisor based in Faridabad, Delhi

Connect with me

I’m the founder of Mintrich Finserve with over 20 years of experience in the financial markets. I’ve worked with institutions like Kotak Securities and ICICI Securities, and helped over 500 clients grow and manage their wealth.

Certified by NISM, NSE, and BSE, I focus on personalized, transparent investment strategies that align with your goals — whether it’s long-term planning, IPO funding, or portfolio growth.

Investment Portfolio Management

Financial Strategy

Mutual Fund Advisory Services

Algo Trading Solutions

Demat & Trading Account Setup

IPO Consulting

20+ yrs advisory experience with Kotak Securities Ltd, icici Securities Ltd, Narnolia Financial services Ltd Etc.

Financial services

Financial Services

Explore a suite of Financial services to elevate your Wealth.

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Portfolio Management

We help you build and manage a personalized investment portfolio to meet long-term financial goals with minimal risk.

Portfolio Management

We help you build and manage a personalized investment portfolio to meet long-term financial goals with minimal risk.

Portfolio Management

We help you build and manage a personalized investment portfolio to meet long-term financial goals with minimal risk.

Wealth Planning

Strategically plan your taxes while optimizing wealth growth through legal, customized financial planning.

Wealth Planning

Strategically plan your taxes while optimizing wealth growth through legal, customized financial planning.

Wealth Planning

Strategically plan your taxes while optimizing wealth growth through legal, customized financial planning.

Mutual Fund Advisory

Get expert guidance in choosing the right mutual funds based on your risk profile, time horizon, and financial objectives.

Mutual Fund Advisory

Get expert guidance in choosing the right mutual funds based on your risk profile, time horizon, and financial objectives.

Mutual Fund Advisory

Get expert guidance in choosing the right mutual funds based on your risk profile, time horizon, and financial objectives.

Demat & Trading Account Services

We simplify your entry into the stock market by providing fast, secure Demat and trading account setup and support.

Open Demat Account

Demat & Trading Account Services

We simplify your entry into the stock market by providing fast, secure Demat and trading account setup and support.

Open Demat Account

Demat & Trading Account Services

We simplify your entry into the stock market by providing fast, secure Demat and trading account setup and support.

Open Demat Account

SME Listing and Unlisted shares

We assist in SME listings and facilitate investments in unlisted shares, offering clients early access to high-growth potential companies and alternative wealth-building opportunities.

SME Listing and Unlisted shares

We assist in SME listings and facilitate investments in unlisted shares, offering clients early access to high-growth potential companies and alternative wealth-building opportunities.

SME Listing and Unlisted shares

We assist in SME listings and facilitate investments in unlisted shares, offering clients early access to high-growth potential companies and alternative wealth-building opportunities.

Insurance Advisory
Tax Planning
Demat & Trading Account
Portfolio Management

Investment Strategies
Alternate Investment Funds
Wealth Advisory
Stock Market Insights
Financial Analysis
Investment Strategies

Why choose me

Why me as Wealth Manager

Why Partner with Me for the Financial Excellence

SEBI-Registered Expertise

Backed by decades of compliance-driven market experience to ensure legal clarity and financial accuracy.

Unregulated Advice

Unlicensed or informal consultants can lead to risky, non-compliant decisions.

SEBI-Registered Expertise

Backed by decades of compliance-driven market experience to ensure legal clarity and financial accuracy.

Unregulated Advice

Unlicensed or informal consultants can lead to risky, non-compliant decisions.

Modern Investment Strategies

Stay ahead with diversified, risk-managed plans tailored to today’s financial landscape.

Outdated Market Tactics

Relying on obsolete methods can restrict growth and miss new-age wealth opportunities.

Modern Investment Strategies

Stay ahead with diversified, risk-managed plans tailored to today’s financial landscape.

Outdated Market Tactics

Relying on obsolete methods can restrict growth and miss new-age wealth opportunities.

Client-Focused Advisory

We collaborate with you to create long-term wealth strategies based on your personal goals.

One-Size-Fits-All Solutions

Generic plans ignore your unique needs and can underperform in changing markets.

Client-Focused Advisory

We collaborate with you to create long-term wealth strategies based on your personal goals.

One-Size-Fits-All Solutions

Generic plans ignore your unique needs and can underperform in changing markets.

Transparent Reporting & Updates

Get regular updates, performance reports, and clarity on every investment decision.

Unclear & Delayed Communication

Infrequent or vague updates lead to confusion, mistrust, and missed financial targets.

Transparent Reporting & Updates

Get regular updates, performance reports, and clarity on every investment decision.

Unclear & Delayed Communication

Infrequent or vague updates lead to confusion, mistrust, and missed financial targets.

Let's Connect

Let’s Collaborate and Begin the work

Prefer to Whatsapp ?

Let's Connect

FAQ Section

Questions, Answers

Get quick answers to your most pressing questions

Services

Contact Now

What services do you offer?

I offer portfolio management, demat/trading account setup, mutual fund guidance, IPO & AIF consulting, and long-term wealth planning.

How do I start working with you?

What platforms do you use?

How long does a financial setup take?

Do you provide revisions or changes?

What industries do you specialize in?

Do you offer tech support or automation tools?

Can you help if I already have investments?

Can you assist with lost share certificates or old physical shares?

What services do you offer?

I offer portfolio management, demat/trading account setup, mutual fund guidance, IPO & AIF consulting, and long-term wealth planning.

How do I start working with you?

What platforms do you use?

How long does a financial setup take?

Do you provide revisions or changes?

What industries do you specialize in?

Do you offer tech support or automation tools?

Can you help if I already have investments?

Can you assist with lost share certificates or old physical shares?

What services do you offer?

I offer portfolio management, demat/trading account setup, mutual fund guidance, IPO & AIF consulting, and long-term wealth planning.

How do I start working with you?

What platforms do you use?

How long does a financial setup take?

Do you provide revisions or changes?

What industries do you specialize in?

Do you offer tech support or automation tools?

Can you help if I already have investments?

Can you assist with lost share certificates or old physical shares?

Let's Connect

Let's Grow Together

Services

Get Started Now

Let's Connect

Let's Grow Together

Services

Get Started Now

Let's Connect

Let's Grow Together

Services

Get Started Now

Santosh Sharma

Santosh Sharma

Santosh Sharma

20+