Committed to Helping Our Clients Succeed​

You Need A Reliable Wealth Manager That Helps Deal With Your Investment Matters​

LOCATION

MUMBAI, MAHARASHTRA

FREE PORTFOLIO REVIEW

+91 – 9137019153

WEALTH MANAGERS

Professional and Experienced Wealth Managers

Start Your Financial Journey with Us Today

We manage your wealth from start to finish. Comprehensive wealth management for a secure financial future. Wealth Management is not just about managing your financial portfolio, but rather the entire journey of building your wealth.​

It should be comprehensive and personalized to your needs, which is why we offer a product basket with customized portfolios, quarterly review of our clients’ portfolios and much more!​​

We have been in business for over 15 years and have built a reputation as an unbiased advisory firm which helps clients achieve their goals by providing them with unrivalled service and transparency. We take pride in our ability to help you succeed financially by providing an unbiased opinion on all aspects of your investments.​

Schedule a Free Consultation
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One App
Does it all!

Enjoy seamless access and sync across phone, tablet, and laptop with our cloud-based app. Stay connected and productive anywhere, anytime, with unmatched flexibility and power

OUR SERVICES

We offer a comprehensive suite of services designed to help you achieve financial security and prosperity. Our expert team is dedicated to providing personalized solutions tailored to your unique financial situation and goals. Explore our range of services.

Investment Tools

Robust Platform, Unit Trusts, Global Equity, Securities, Bonds.

Risk Management

Identification, Analysis, Response, Mitigation, Monitoring.

Taxation Planning

Timing, Income, Purchase, Redemption, Deduction.

Insurance Planning

Human Life Value, Protection, Risk, Coverage, Unexpected Events.

Financial Strategies

Funds Availability, Sources, Statements, Management, Monitoring.

Retirement Planning

Time Horizon, Estimates, Tolerance, Estate Planning, Accumulation.
MF
MUTUAL FUNDS
INSURANCE
AIF
PMS
STRUCTURED PRODUCTS
SGB
FD & BONDS
STOCK ADVISORY
ARK PORTFOLIOS

Curated
Essentials

Wide Range

Discover a collection of thoughtfully curated products designed to meet your every need.

SCHEDULE

Schedule a meeting with Mainstay Wealth to discuss your financial goals. Our advisors are ready to guide you through personalized investment strategies tailored to your needs. Contact us today!

MEET

Meet with a Mainstay Wealth advisor to discuss your financial goals and portfolio. Our experts provide personalized investment strategies to help you achieve your objectives. Schedule your consultation today!

Circle

MONITOR

Mainstay Wealth continuously monitors your executed strategy, ensuring your investments stay on track. Our advisors provide regular updates and adjustments to help you achieve your financial goals. Stay informed and secure.

EXECUTE

Execute the decided strategy with a Mainstay Wealth advisor. Our team ensures seamless implementation of your personalized investment plan, guiding you every step of the way towards achieving your financial goals.

SCHEDULE

Schedule a meeting with Mainstay Wealth to discuss your financial goals. Our advisors are ready to guide you through personalized investment strategies tailored to your needs. Contact us today!

MEET

Meet with a Mainstay Wealth advisor to discuss your financial goals and portfolio. Our experts provide personalized investment strategies to help you achieve your objectives. Schedule your consultation today!

EXECUTE

Execute the decided strategy with a Mainstay Wealth advisor. Our team ensures seamless implementation of your personalized investment plan, guiding you every step of the way towards achieving your financial goals.

MONITOR

Mainstay Wealth continuously monitors your executed strategy, ensuring your investments stay on track. Our advisors provide regular updates and adjustments to help you achieve your financial goals. Stay informed and secure.

It's as easy as One-Two-Three

Quality Portfolio Building and Excellent Customer Service is what we Pride Ourselves In

1

ALIGNMENT OF INTERESTS

Investment decisions that are in the best interests of both the firm and its clients.

2

EXPERTISE

Guidance on investment trends shared by our experiences of managing our investments.

3

OUTSTANDING REPUTATION

Walls aren’t the only things that keep a business standing.

We'll Show You How

SEAMLESS PLATFORM​

The cloud-based platform seamlessly integrates with the leading portfolio management systems, Create custom reports for clients and retrieve portfolio analytics reports all in one place.​

PORTFOLIO CUSTOMIZATIONS​

Investment management by experts, Comprehensive financial analysis, Tax planning and outsourced accounting services. Philanthropic & retirement strategies.​

FINANCIAL GOALS​

Long-term, Short-term and Intermediate goals that form the basis of a holistic financial plan. The best financial goals align with your values and personal objectives.​

CLIENT SUCCESS STORIES

Hear what others have to say

I am associated with one of the Wealth Managers of Mainstay Wealth for the last 7 years. In the past I was overconcerned with the market volatility. I learned how to change my thinking that a downturn in markets was not necessarily a bad thing for long term investments, but an opportunity to build on my assets. I don't make a move without consulting Mainstay Wealth first so that I know all the pieces fit the bigger picture of where I am heading. I unreservedly recommend Mainstay Wealth.
Mr. Umesh Shah
Mr. Umesh ShahRetired / Investor
Ishaan Shah is Immensely passionate about his work and this passion is infectious. His year of expertise garnered through working with the best in the industry, places him in a unique position to offer bespoke and often times a distinctive solution to my financial needs. I strongly endorse working/collaborating with Ishaan who is a thorough professional. Talent is god given, but it takes loads of effort to bring that talent to bear. Ishaan balances this eloquently.
Mr. Amit Damle
Mr. Amit DamleWORKING PROFESSIONAL - LEGAL
We have been associated with Mr. Ishaan Shah since 2016. He has always been very cooperative and We have been very happy with the service we have received from Mainstay Wealth. We have always had clear and proactive advice in a timely manner. The staff is very friendly and helpful, they respond to any points raised by us and are always available to talk through any issues which we may have.
MR. Yogesh Shelar
MR. Yogesh ShelarFAMILY OFFICE AT TRIBUNAL LAWYER
Their knowledge and expertise in the field of finance Specially in Mutual funds & Structure Products are truly commendable. Over the years, they have provided me with comprehensive guidance and tailored solutions that align perfectly with my financial goals and risk appetite. Their deep understanding of the market, investment strategies, and tax implications has allowed me to make informed decisions and maximize my returns.
Mr. Paul Fernandes
Mr. Paul FernandesRETIRED GOVERNMENT OFFICER
I have had the privilege of investing with Abhineet, one of the Mainstay Wealth's Financial Advisor for the past Five years, and I cannot emphasize enough how invaluable their services have been to me. From the very beginning, they have consistently demonstrated their expertise, professionalism, and dedication, making them an exceptional financial advisor and a trusted partner in my financial journey.
Mr. Sajay Salvi
Mr. Sajay SalviVICE PRESIDENT - METAL SECTOR
Their accessibility and responsiveness have been out-standing. They have always been available to address my questions, concerns, or simply provide reassurance during volatile market periods. This level of personalized attention and dedication to client satisfaction is truly commendable.
Mr. Mayank TandonENTERPRENUER AND F&B LEADER

Join The Community

Over 200 happy clients active in our community. We are still waiting for you!

Now It's Your Turn

1107/08, Akruti Nova, A Wing, 11th Floor, Off Telli Gali, N.S.Phadke Marg, Andheri East, Mumbai - 400 069.

(+91) 9137019153

mainstaywealth@gmail.com

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