Anshul Bansal

Co-Founder

Mumbai, Maharashtra, India8 yrs experience

Most Likely To SwitchHighly Stable

Key Highlights

Founder of Nemi Wealth, focusing on goal-based financial planning.
Successfully helped over 400 clients with investment strategies.
Expert in customizing financial portfolios for diverse goals.

Stackforce AI infers this person is a Financial Services expert with a focus on Wealth Management and Investment Strategies.

Contact

Skills

Core Skills

Wealth Management ServicesInvestment Management

Other Skills

Mutual FundsPortfolio ManagementInsuranceInvestment StrategiesFinancial ServicesNRI InvestmentsFacebookAlternative InvestmentsNational PensionRisk ProfilingGoal AnalysisInvestment Portfolio DesignMarket ResearchData AnalysisMicrosoft Excel

About

Hi — I’m Anshul. I help salaried professionals and business owners build predictable wealth using simple, goal-based financial plans. At Nemi Wealth we combine research-backed portfolio design with easy, ongoing support — no jargon, no sales pressure. What I do: personalized financial plans, SIP & tax-efficient investing, retirement planning, and insurance that protects goals. Over the last 5 years we’ve helped 400+ clients start SIPs, consolidate investments and plan for milestones. Want a quick reality check? Book a free 20-min Portfolio Check (I’ll review your current portfolio) → https://in.bigin.online/nemiwealth/bookings/free-portfolio-review Clarity. Care. Consistency. — Anshul, Founder, Nemi Wealth

Experience

8 yrs

Total Experience

1 yr 6 mos

Average Tenure

5 yrs 2 mos

Current Experience

Kline & company

Researcher

Sep 2021 – Jul 2022 · 10 mos · Gurugram, Haryana, India

Nemi wealth

Founder

Mar 2021 – Present · 5 yrs 2 mos · Mumbai, Maharashtra, India · On-site

At Nemi Wealth, we are committed to helping our clients achieve their financial goals efficiently and sustainably. Our mission is to empower individuals and families to grow their wealth and secure their financial future.
Our Approach
PhyGital Philosophy: Nemi Wealth follows a unique "PhyGital" approach to investing. This approach combines the time-tested principles of traditional financial research with the dynamic opportunities presented by the digital age. We leave no stone unturned in our quest to identify promising investment opportunities.
Goal-Centric Investing: We understand that financial goals are personal and diverse. That's why we customize each investment portfolio to align perfectly with our clients' unique aspirations. Whether it's saving for education, retirement, or wealth accumulation, we have tailored solutions for every goal.
Strategic Excellence: At Nemi Wealth, we believe in strategic excellence. We don't leave your financial future to chance. Our team of experts carefully selects and manages investments to ensure that every step on your wealth-building journey serves a purpose.

Mutual FundsPortfolio ManagementWealth Management ServicesInsuranceInvestment StrategiesInvestment Management+2

Marketsandmarkets™

Senior Research Associate

Jan 2021 – Sep 2021 · 8 mos · Pune, Maharashtra, India

Market research future® (mrfr)

Senior Research Associate

Jun 2020 – Jan 2021 · 7 mos · Pune, Maharashtra, India

Grand view research, inc

Research Associate

Mar 2019 – May 2020 · 1 yr 2 mos · Pune Area, India

Kalpataru limited

Management Trainee

Mar 2018 – Jun 2018 · 3 mos · Pune

Handled multiple responsibilities of a sales manager including client handling, sourcing, product presentation, and timely follow-ups along with database management.