A structured, long-term approach to wealth management built on asset allocation, risk management and disciplined decision-making — for professionals, business owners and families.
For those who want clarity, not confusion — and a plan, not just a product.
Three disciplines that work together — not in isolation — to build and protect your wealth over the long term.
Capital allocated across asset classes with intention — not accumulated at random. Every instrument earns its place in your portfolio.
Protection gaps identified before they become a crisis. Insurance, emergency liquidity, and portfolio resilience — planned in advance.
Markets will fluctuate. We keep you anchored to your plan — not reacting to noise — so time and compounding can do their work.
AMFI · IRDAI · SEBI · APMI Registered · ARN: 352494 · APRN08616
Professionals earning well but lacking structure — with investments scattered across accounts, SIPs and products without a clear strategy.
Business owners whose wealth is concentrated in their business and needs to be structured, diversified and aligned with long-term goals.
NRIs with investments across India and global markets — looking for a coordinated, India-based wealth strategy.
Families working towards long-term goals like retirement and children's education — seeking clarity, discipline and continuity in their financial decisions.
We typically work with clients who are serious about building long-term wealth and value structure, discipline and professional guidance.
We help bring clarity, structure, and long-term direction to your financial life.
About Infinex Wealth
Founder & Private Wealth Specialist
Nikhil Bhatia founded Infinex Wealth with a clear philosophy — wealth is built through structure, discipline and the right decisions over time, not through product selection alone. Prior to this, he worked as an Investment Analyst at Quant Mutual Fund, contributing to portfolios managing over $4 billion in assets. His experience spans equity research, asset allocation and portfolio strategy across market cycles. He combines institutional investment thinking with personalised advisory — helping clients build, manage and protect long-term wealth with clarity and discipline.
Qualifications & Certifications
Infinex Wealth is a Mumbai-based private wealth firm focused on helping professionals, business owners and families bring structure to their financial lives — through disciplined portfolio construction, risk management and long-term planning.
What We Do
01
We map your complete financial picture — income, liabilities, goals and timelines — and build a structured plan that ties everything together before a single investment is made.
02
Structured, diversified portfolios across Mutual Funds, Direct Equity, PMS, AIFs, Bonds, ETFs and Global Funds — with disciplined asset allocation and ongoing monitoring.
03
We assess your protection gaps and structure the right coverage across Term Life, Health Insurance and Emergency Liquidity Planning — protecting your family at every life stage.
04
We structure investments and income tax-efficiently — covering Capital Gains Optimisation, ELSS, NPS, Withdrawal Planning and long-term tax efficiency across your portfolio.
05
Long-term financial security through NPS, Retirement Income Planning, Estate and Succession Planning, Will Writing and Intergenerational Wealth Transfer.
Additional Solutions
We also facilitate access to IPO & Select Investment Opportunities, and offer a structured Financial Clarity & Net Worth Enhancement Session — a focused 1-on-1 discussion to assess your complete financial position and chart a clear path forward.
Our Thinking
Wealth is not built through one great investment — it is built through discipline, structure, and consistent decision-making over time.
We focus on the complete picture: how your money is structured, how risks are managed, and how behaviour is guided through market cycles.
Financial success comes from aligning savings, investments, protection and goals into one coordinated framework.
How capital is allocated across asset classes matters far more than which individual fund or stock is chosen.
Emotional decisions during market volatility damage long-term returns more than bad investments. We keep you disciplined through every market cycle.
Many investors lose wealth not due to lack of opportunity — but due to poor decisions at the wrong time.
We bring structure and disciplined decision-making so you stay aligned with your long-term goals — always.
Our investment framework integrates three disciplines — Allocation Framework, Manager Selection and Risk Management — working together, not in isolation.
Our Process
We understand your financial goals, priorities, risk tolerance and existing investments before recommending anything.
We define the right asset allocation and select appropriate investment strategies aligned to your long-term objectives.
We construct a diversified, tax-efficient portfolio and execute investments through regulated platforms and institutions.
We conduct periodic portfolio reviews, rebalance when required, and adjust as your goals or life circumstances evolve.
We help clients organise, grow and protect their wealth through structured portfolio management, financial planning, insurance and tax-efficient investing. Our role goes beyond recommending products — we manage your complete financial framework.
Mutual Funds, Direct Equity, PMS, AIFs, Bonds, NPS, Insurance, ETFs, SGBs and Global Funds — selected based on your goals, risk profile and time horizon.
No. We charge zero advisory, planning, review or monitoring fees. We are compensated via trail brokerage from AMCs, already built into the fund's expense ratio.
All investments are made directly in your name with regulated institutions. Your money never passes through Infinex Wealth. You retain complete ownership and control at all times.
Banks operate on a product-driven model. We are portfolio-centric and strategy-driven — focused on your goals, not product targets. Our relationship is built on long-term alignment and trust.
Yes. We provide structured guidance for managing India-based investments alongside global exposure — in a compliant and organised manner.
Reach out to us directly. We start with a conversation — understanding your current situation, expectations and sharing our approach. If we're the right fit for each other, we take it forward from there.
Get in Touch
Reach out on WhatsApp or fill in the form — we'll get back to you within 24 hours.
WhatsApp / Phone +91 93265 46372
Email nikhil@infinexwealth.com
Address
Block 73, Room 2, Guru Gobind Singh Marg,
Opposite Shivaji Chowk, Mulund Colony,
Mulund West, Mumbai – 400 082