Welcome To Our Firm
A reputed name for comprehensive financial and product distribution services.
Girisha Wealth PVT LTD presence in all segments of financial services which was started in 2017. we provide premium broking services & Financial Product with investment guidance ,which has helped us to add not only retail investors but also, Corporate & High Net worth Individuals. Powered by the presence in all segments of financial services with tried and proven capabilities, investors are served through branches and franchisees who are lively connected with the Head office to provide personalized and customized services to clients spread across the country.
Founders have, over 15 year’s straight experience in the financial market, you could be sure of best in class research, operations, backend support & Financial planning.
GWPL financial services group with diverse operating businesses, mainly, equity, currency and commodity broking, General insurance, Term insurance, Life insurance, wealth management ,Non Banking and Housing Finance, Asset Management, pension fund management ,health insurance , Financial Advisory, Mutual Funds and Financial Product Distribution.
Our Mission:
"To educate, guide, and empower individuals and families with effective financial planning tools—including mutual funds, insurance, stock market training, and tax consultation—ensuring long-term wealth creation and financial security across India."
Vision of GWPL:
"To be the leading force in financial empowerment by delivering trusted, transparent, and tech-enabled investment solutions—transforming every Indian household into a financially secure and independent unit."
Why Us?
Why should we be your financial advisors & product distributors? This is a very relevant question to ask us. And given below is our answer...
Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focus on Customer Satisfaction:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.
Right Experience & Skills:
We have over 15 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion. Nothing excites us more that helping our clients achieves their financial goals and dreams in life with our support.
All Financial Product in one roof :
We give you one stop financial product solution in one roof. Equity, currency and commodity broking, General insurance, Term insurance, Life insurance, wealth management ,Non Banking and Housing Finance, Asset Management, pension fund management ,health insurance ,Financial Advisory, Mutual Funds,
What We Offer
Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.
Our Team
Management Team
Mr Shankaraa Babaso Karpe
Shankaraa Babaso Karpe heads our team and Is the Chairman & Managing Director of Girisha Wealth PVT LTD. He is well known Fundamental and Technical Analyst in the Indian Financial Market. He has been awarded By National Stock Exchange as an NSE Certified Investment Analyst Champion & NSE Certified Market Professional in 2014. He has been working in the stock market since 2004 as a Client, Dealer, RM, BM, Arbitrager, Jobber, Hedger, Insurance and Mutual fund agent, and Financial Trainer. He has a wide experience in the Indian stock market. He has conducted lots of Seminars on Financial Education / Planning and Stock Market Awareness. He has trained thousands of people. He has given lectures on financial awareness in Schools, Colleges and he teaches Financial Education / Planning and Stock Market very profoundly. He is a student of International Economics, Development and Planning of Economics, Micro Economics, Market and Pricing, Financial and Capital market history, and Industrial management. He has been SEBI Register Research Analyst INH000003259. He has seen various ups and downs in the market. He has completed most of the NISM and NCFM module exams.
Functional Team
Miss. Nilofar Sayyad
She is the Relationship Manager, having experience 5 years in the financial services industry. She is responsible for Stock market operation work. she is responsible for ensuring adherence to legal and regulatory compliance and oversees all legal matters at GWMPL.
Miss. Poonam Pisal
She is the Relationship Manager for Stock Market & Forex Trading, experience having over 3 years in the financial services industry. She is responsible for Demat working and customer relationship.
Miss Shrutika Jain
She is the Multimedia Operator as well as Relationship Manager for Stock Market, experience having over 3 years in the financial services industry. She is responsible for Demat working and customer relationship.
Mrs Amruta Chavan
She is the Relationship Manager for Stock Market, experience having over 1 year in the financial services industry. She is responsible for Demat working and customer relationship.
Mrs Vaishnavi Yadav
She is the Relationship Manager, experience having over 1 year in the financial services industry. She is responsible for Mutual fund working and customer relationship.
Miss Sakshi Bhosale
She is the Relationship Manager, experience having over 1 year in the financial services industry. She is responsible for Mutual fund working and customer relationship.
Mr Pranav Jadhav
He is the relationship manager of Insurance, experience having over 2 years in the financial services industry. He is responsible for Insurance deals and customer relationship.
Mrs Amruta Chavan
She is the Relationship Manager for Stock Market, experience having over 1 year in the financial services industry. She is responsible for Demat working and customer relationship.
Miss Yogeshwari Ghadge
She is the Relationship Manager, experience having over 1 year in the financial services industry. She is responsible for Mutual fund working and customer relationship
Miss. Shubhangi Shinde
She is the Senior Relationship Manager, experience having over 4 year in the financial services industry. She is responsible for Mutual fund working and customer relationship.
Mr. Sahil Shaikh
He is the Relationship Manager, experience having over 3 year in the financial services industry. She is responsible for Mutual fund working and customer relationship.
Miss. Sanchita Mahadik
She is the Relationship Manager, experience having over 1 year in the financial services industry. She is responsible for Mutual fund working and customer relationship.
Mrs. Fiza Shaikh
She is the Relationship Manager, experience having over 1 year in the financial services industry. She is responsible for Mutual fund working and customer relationship
Miss. Kanchan Pawar
She is the Relationship Manager, experience having over 1 year in the financial services industry. She is responsible for Mutual fund working and customer relationship.
Miss. Siddhi Kapase
She is the Relationship Manager, experience having over 1 year in the financial services industry. She is responsible for Mutual fund working and customer relationship.
Miss. Shruti Deshmukh
She is the Relationship Manager, experience having over 1 year in the financial services industry. She is responsible for Mutual fund working and customer relationship.
Miss. Siddhi Neavse
She is the Relationship Manager, experience having over 1 year in the financial services industry. She is responsible for Mutual fund working and customer relationship.
Miss. Ankita Shinde
She is the Relationship Manager, experience having over 1 year in the financial services industry. She is responsible for Mutual fund working and customer relationship.
