Manisha has always been drawn to numbers - but what keeps her in this work is the story behind them. With more than 13 years of experience in finance, built across India, Malaysia, and in close partnership with U.S.-based teams, she brings a global perspective to a very personal discipline. As a Chartered Accountant, she has a deep foundation in financial planning, analysis, budgeting, forecasting, cash flow, tax compliance, and financial controls — the kind of technical grounding that lets her move fluidly between the details and the bigger picture.
At Daniel Wealth Management, that's exactly the point. We believe financial planning only works when it's built around people, not spreadsheets -and Manisha lives that belief every day. Every client who walks through our door has a different story, different priorities, and a different vision for the life they're building. Manisha's role is to listen first: to understand what actually matters to each client, and to help connect the financial decisions in front of them to the life they're planning for.
She brings that same care to how we help clients protect, manage, and grow what they've worked hard to build - with particular attention to tax-efficient planning, retirement strategies, wealth preservation, and preparing clients for whatever opportunities or changes life brings next. Her time working across borders and cultures has reinforced something we hold as a firm: there is no one-size-fits-all plan. The right approach is the one built around a client's own circumstances, goals, and vision for the future.
Manisha is proud to be part of a team that leads with care, listens closely, and puts clients first - and she's looking forward to continuing to grow her expertise in U.S. wealth management as she helps clients pursue the future they envision. Plan to care. Care to plan. That's the standard she holds herself to.
Outside the office, Manisha enjoys reading, traveling, and exploring new cultures, and treasures time spent with family and friends. She believes life is about creating meaningful experiences - and that good financial planning should ultimately help make more of those experiences possible.