Turn Investments into Wealth, Predictably

A SEBI-Registered, client-first investment advisory firm built for Individuals, Families, Founders, Professionals, Non-Resident Individuals (NRIs), Family Offices (FO) and Institutions seeking disciplined, long-term wealth creation.

Salaried & Professionals

Wealth Architecture Designed for seniors, CXOs, consultants, doctors, and leaders.

HNIs, UHNIs & Family Office

External CIO Oversight. Intergenerational Wealth Stewardship.

Retirement Planning

Income Stability. Capital Preservation. Financial Independence

Global Indians (NRI’s)

Cross-Border Portfolio Alignment.Currency-Conscious Planning.

A note form founder & CEo

Sonesh Dedhia

When I entered the financial services industry in 2001, I believed my role was to help people choose the right financial products.

Twenty-Five years later, I have learnt that products are only tools.

Wealth is created through disciplined behaviour, thoughtful capital allocation, sound advice, and patient execution.

That realisation transformed not only my approach to investing, but also my purpose.

It led me from products to strategies… from advice to stewardship… from building technology to enabling scale… and now towards investment management.
Along the way, one truth became increasingly clear. India does not need more financial products.

India needs better advice. Better investment strategies. Better technology. Better institutions.

That philosophy continues to guide every strategy we design, every decision we make, and every relationship we build at Manek Financial.

Why Manek Financial Advisors

Our Investment Philosophy & Approach

At Manek Financial Advisors, our philosophy is not just a belief system – it is the foundation of how we advise, construct, and manage wealth.
It defines how we think, how we make decisions, and why clients choose to work with us.

Comprehensive Financial Services
All Under One Roof

Financial Planning

Comprehensive Roadmaps That Align Your Life Goals with Your Financial Reality

Wealth Management

A Structured Approach to Managing Capital Across Market Cycles & Growth

Family Office Setup

Multi-Generational Wealth Infrastructure for HNIs/UHNIs & Family Businesses

Risk Management & insurance Planning

Life, Health & Asset Protection Tailored to Your Risk Profile

Immigration & Investment Visa Advisory

Investor Visa Guidance for Global Mobility with Financial Compliance

Budgeting & Cash Flow Management

Smart Cash Flow Strategies So Your Money Always Works Harder for You

NRI Services for Global Indian and Gift City

Your Gateway to India — From Anywhere in the World

Portfolio value & revalutaion

Unbiased Review of Your Existing Portfolio with Data-Driven Recommendations

Corporate Finance & Fundraising

Capital Strategy, Debt Structuring & Fundraising Support for Businesses

Our Latest Case Studies

We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

cr +

WEALTH UNDER
ADVICE

+

CLIENTS
SERVED

+

YEARS INVESTMENT
EXPERIENCE

%

FIDUCIARY
ADVISORY

Meet our Professional Team

We help you see the world differently,
discover opportunities you may never have imagined,
and achieve results that bridge what is with what can be.

sonesh dedhia founder and ceo
Sonesh Dedhia
CEO & Founder
mandira head investment advisory
Mandira
Head of Investment Advisory
piyush chakshuta head distribution
Piyush Chaksuta
Head of Distribution
harmesh investment advisor
Harmesh Thakker
Investment Advisor

What our Clients says about us

SCORES Complaint status – Number of complaints – June, 2026
Received fromPending at the end of last monthReceivedResolvedTotal Pending #Pending complaints
> 3 months
Average Resolution
time ^ (in days)
Directly from Investors00
0
0
0
0
SEBI (SCORES)0
0
0
0
0
0
Other Sources (if any)000000

CHAT