Legent Wealth is a client-centric wealth advisory firm committed to helping individuals and families build, protect, and grow their wealth with clarity and confidence. We partner with professionals, entrepreneurs, business owners, and NRIs to deliver disciplined, goal-oriented financial solutions tailored to their unique life journeys.
Our advisory philosophy is rooted in long-term thinking. Rather than reacting to short-term market movements, we help our clients stay focused on what truly matters—their life goals. Through structured planning, prudent asset allocation, and consistent review, we aim to create financial stability across market cycles.
Legent Wealth - Bringing clarity, discipline, and confidence to your financial life.
We believe successful wealth creation is not about timing the market, but about following a repeatable process supported by data, discipline, and behavioural guidance.
Every portfolio is aligned to clearly defined goals:
A structured investment framework focused on long-term wealth creation and risk management.
Data-driven fund selection backed by rigorous analysis and suitability checks.
Personalised guidance to help investors stay invested and avoid emotional decisions.
Deep advisory expertise across multiple market cycles
Built through long-term client trust and disciplined execution
As a Certified Financial Planner, Legent Wealth is committed to transparent advice, ethical practices, and a client-first approach.
Let our customers tell you how we’ve made a difference in their lives.
My journey with Legent Wealth has been extremely smooth and rewarding. Their advisors take the time to understand financial goals and provide clear, well-planned investment solutions. Read More
Senior Vice President, Australian Bank
Working with Legent Wealth has brought real peace of mind to my financial planning. Their team is responsive, proactive, and keeps everything simple and well-organized. Read More
Reliable service and thoughtful financial guidance define my experience with LeGent Wealth. The support I received has been outstanding,
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Business Man
Outstanding service backed by dependable financial advice. My experience with LeGent Wealth has been extremely positive, and I would gladly recommend them to others.
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Surya fresh food ltd. Designation - GM
Managing Director, LeGent Wealth
Mr. Vinay Sharma is the Managing Director of Legent Wealth, where he provides strategic leadership across the firm’s insurance, mutual fund, and capital market advisory businesses.
Co-Founder, LeGent Wealth
I am a Wealth Management professional engaged in assisting individuals, families, and professionals with structured investment planning and long-term wealth creation.
Co-Founder, LeGent Wealth
I am a Wealth Manager who helps families and professionals grow, protect, and organize their wealth through structure, discipline, and long-term thinking.
