SanchayWealth Investments Private Limited
Value Proposition
- Sanchay Wealth Investments Private Limited is an AMFI Registered Mutual Fund Distribution firm focused on helping investors navigate mutual fund investing with clarity, discipline, and transparency. We support investors by providing clear, structured information on SEBI-regulated mutual fund products and facilitating smooth execution of mutual fund transactions through a compliant and process-driven approach. Our emphasis is on long-term participation in mutual funds, backed by investor awareness, regulatory integrity, and consistent service support. We work with individual and institutional investors who value simplicity, discipline, and trust in their mutual fund investing journey.
About SanchayWealth
Our History
- SanchayWealth Investments Private Limited was established with the objective of promoting disciplined and informed participation in mutual fund investing among individuals and businesses. Founded by professionals with strong experience in taxation, regulatory compliance, and financial services, SanchayWealth has steadily built a reputation for clarity, transparency, and process-driven service in mutual fund distribution.
Our Expertise
- Our team comprises professionals with backgrounds in chartered accountancy, financial services, taxation, and technology, bringing together a strong understanding of regulatory frameworks, investor documentation, and mutual fund distribution processes. We specialise in investor education, mutual fund product awareness, and transaction facilitation, helping investors understand different mutual fund categories, taxation aspects, and long-term investing discipline within the Indian regulatory environment. With a process-driven and compliance-focused approach, we support investors by providing clear information, access to official scheme documents, and efficient execution support for SEBI-regulated mutual fund products. Our emphasis is on clarity, consistency, and regulatory integrity, ensuring investors are well-informed and supported throughout their mutual fund investing journey.
Our Philosophy
- At SanchayWealth, we believe in a disciplined and long-term approach to mutual fund investing, guided by investor awareness, transparency, and regulatory integrity.
- Our approach is built on the following principles:
- • Investor education and informed decision-making through clear explanation of mutual fund categories and features
• Awareness of taxation and regulatory aspects applicable to mutual fund investments under Indian laws
• Transparent communication and consistent service support, including access to official statements and transaction records
• A process-driven and client-centric distribution model focused on ethical and compliant practices - We aim to support investors by helping them understand mutual fund investing clearly and confidently, while facilitating smooth and compliant execution of mutual fund transactions over the long term.
Our Team
Anil Soni
Vijaykumar Mishra
Vijaykumar Mishra
Chartered Accountant with over 13 years of professional experience in taxation, financial compliance, and investor documentation.
At SanchayWealth, Anil focuses on mutual fund distribution oversight, investor education, regulatory adherence, and client service processes. He plays a key role in ensuring that all mutual fund distribution activities are conducted with clarity, transparency, and strict compliance with SEBI and AMFI guidelines.
Vijaykumar Mishra
Vijaykumar Mishra
Vijaykumar Mishra
Engineering professional with over 20 years of experience in technology systems and operational process management.
Vijay oversees digital infrastructure, transaction workflows, data security, and process automation, supporting efficient onboarding, reporting, and service delivery for mutual fund distribution operations.
Rekha Soni
Vijaykumar Mishra
Bimalkumar Bhattacharya
Chartered Accountant with over 12 years of experience in corporate compliance, financial reporting, and regulatory processes.
At SanchayWealth, Rekha is responsible for documentation review, compliance monitoring, investor communication support, and process controls, ensuring disciplined execution of mutual fund distribution activities in line with regulatory requirements.
Bimalkumar Bhattacharya
Bimalkumar Bhattacharya
Bimalkumar Bhattacharya
Engineering Professional with over 30 years of experience in financial markets and capital market research, with a strong understanding of market structure, business cycles, and long-term investing behaviour.
At SanchayWealth, Bimal contributes to market knowledge support, content development, and investor education initiatives, helping ensure that information shared with investors is balanced, factual, and aligned with publicly available data and regulatory guidelines.
His experience supports the firm’s focus on clarity, discipline, and long-term perspective in mutual fund distribution.
Why Investors Choose Us
Bimalkumar Bhattacharya
Why Investors Choose Us
- AMFI Registered Mutual Fund Distributor with a compliance-first approach
- Strong professional background in taxation and regulatory processes
- Clear, transparent communication and access to official mutual fund information
- Technology-enabled transaction tracking and service support
- Disciplined, long-term approach to mutual fund participation.