About
Your Wealth Has a Story. We Help You Protect It.
At Heritage Wealth, we believe wealth is not just numbers on a balance sheet—it’s a legacy, a story of hard work, vision, and resilience. And we’re here to ensure that legacy is preserved, recovered, and nurtured for generations to come.
Founded by Bhavesh Ganddhi, a seasoned Wealth Advisor with over 10 years of hands-on experience, Heritage Wealth is a boutique financial services firm specializing in Wealth Recovery and Wealth Creation. From lost shares and IEPF claims to portfolio management and legacy planning, we offer an end-to-end solution that’s deeply personal, highly efficient, and always trustworthy.
Meet the Founder
Bhavesh Ganddhi
“I don’t just advise—I take full ownership of your financial recovery and growth.”
Bhavesh isn’t your average financial advisor. He’s helped families across India, the UK, USA, UAE, and Germany, recover crores worth of unclaimed assets, demystify complex processes like share transmission, and build resilient portfolios for long-term growth.
What sets him apart?
A meticulous eye for detail
A deep understanding of government & regulatory systems like IEPF
A personal, hands-on approach with every client
And above all, a mission to make financial freedom accessible to all—especially professionals, entrepreneurs, women, and NRIs.
Our Vision
To Become the Most Trusted Name in Wealth Recovery and Financial Legacy Planning—Worldwide.
At Heritage Wealth, our vision goes beyond numbers, forms, and financial products. We envision a world where every individual—regardless of background or geography—has the clarity, confidence, and support to recover lost wealth, build generational assets, and leave behind a legacy that matters.
Our Mission
To empower individuals and families to achieve financial freedom by recovering hidden assets, simplifying financial complexity, and crafting personalized investment plans that work.
“Too many people lose wealth—not due to poor decisions, but due to lack of clarity. That’s the gap we fill.”
Why Clients Trust Us
End-to-End Ownership: We don’t just advise. We execute.
No Middlemen: Work directly with Bhavesh, not junior agents or brokers.
Transparent Communication: No jargon. Just clarity.
Results-Driven: Whether it’s recovering lost shares or building a tax-smart investment plan, we focus on measurable outcomes.
Who We Serve
We proudly serve:
Professionals & Working Executives
Entrepreneurs & Business Owners
NRI Families with assets in India
Women Investors planning for independence
Families dealing with inheritance or succession
Let’s Build Your Financial Legacy
Whether you suspect lost shares, are struggling with paperwork, or simply want expert guidance on growing your portfolio—we’re here to help you gain clarity, peace of mind, and results.