About Us

Welcome to our family and investment principles!

Prisha Wealth Management Private Limited is a SEBI Registered Investment Adviser, established in January, 2024. Prisha is founded by two sisters, Ms Priti Goel and Ms Nidhi Goyal, both are well established women professionals in finance. Priti is an MBA and an ex-Banker. Over past two decades, she has donned various leadership roles in Banking & Financial Services Industry. Nidhi is a seasoned Chartered Accountant & an MBA. She has been a successful women entrepreneur, simultaneously running few of her consultancy firms for past 8 years and have worked in big four CA firms over two decades, prior starting her entrepreneurial journey in 2016.

Prisha derives its name from amalgamation of first three letters of Ms Priti Goel and their mother’s name, Mrs Sharda Goel. The company is incorporated as a tribute and in loving memory to their mother who passed away in December, 2016. She was one of the most vivacious, caring, loving, simple and a very successful mother to her kids and family. She was even more a successful & very likeable teacher to her students, a philanthropic to the foundations & organizations she supported, and held strong values of trust, integrity, grit and unwavering support to everything she undertook to give back to society, family and people at large.

In congruence with the ethos of founders, Prisha is built on foundation of Trust, Integrity, Transparency and Simplicity. It works on the principles of Client First and be a leading, affordable, and investor’s own personal wealth management advisor. A firm that solves for financial planning & deployment of money in various investable options that best suits one’s objectives and thereby achieve the short, the medium & the long term strategies of an investor. The mission of the company is to deliver on financial planning & wealth management to all at affordable price. The vision is to make investing money an easy act by empowering investors with knowledge, techniques and solutions from Prisha’s bouquet of products & services.

Our values are client first, ethical, transparent, inclusive, innovative and responsible advisor to our customers. Delivering sound and concise investment advice to our esteemed customers and prospects, keeps us relevant and in high demand. Our advice is driven by our principles and we are motivated by our client’s best interests. Prisha is helping investors in individuals (across age groups), companies & institutions (across types) overcome their inherent fear, inertia, lack of time, knowledge & at times skillset towards their own financial planning & investing. It is serving clients across the domestic & international cities, spanning through the continents.