Cultivate Your Wealth, Calm Your Mind.
Personalised financial planning rooted in empathy, clarity, and disciplined growth. Your journey to lasting financial serenity starts here.
Tailored Financial Guidance for Every Goal.
Whether you’re starting your financial journey or looking towards retirement, Mindful Wealth offers personalised services designed to align with your deepest aspirations. We blend expert strategy with human care to help you achieve what truly matters.
Education Planning
Customised investment roadmaps to fund your children’s education – whether in India or abroad – with the clarity, discipline, and security every parent needs.
Retirement Freedom Planning
SIP- and SWP-based retirement plans designed to create steady income, protect capital, and give you the freedom to live life on your terms — stress-free.
Simplified Goal-Based Investment
Every plan is tailored around real-life goals – home, vacation, children, retirement, emergencies – helping you stay on track and feel in control.
Wealth Generation Plans
Structured, goal-based strategies using mutual funds and SIPs to help you grow wealth mindfully, with a focus on long-term stability and peace of mind, not market noise.
Insurance Guidance (Health & Term)
We help you choose the right insurance coverage – not too much, not too little – just enough to protect what matters, without fear-based selling.
Beyond Numbers:
Our Philosophy of Mindful Wealth.
Beyond Numbers: Our Philosophy of Mindful Wealth.
Over the years, we’ve connected with families, professionals, and people from all walks of life — not just looking for financial advice, but seeking someone they could truly trust. Someone with whom they could share their financial goals, concerns, and aspirations openly. Someone who would listen patiently, offer honest guidance, and walk beside them with care. Mindful Wealth was born out of that very need.
Not from chasing market trends or pushing products, but from a deep desire to offer a more human and mindful approach to money — one built on empathy, trust, and purposeful planning. Everyone’s sharing opinions and chasing trends — we choose to focus on you, and what truly matters to you and your family.We believe true wealth isn’t just about growing your money — it’s about achieving the peace of mind that comes from having a clear, values-aligned plan and a trusted partner by your side. We work with those who are open, intentional, and ready to take thoughtful steps toward their goals.
At Mindful Wealth, it’s not just about returns — it’s about building freedom, clarity, and confidence steadily over time. With care. With purpose. The mindful way.
Navigate Your Financial Future with
Clarity & Confidence.
Navigate Your Financial Future with Clarity & Confidence.
Are you overwhelmed by financial decisions? Worried about retirement, or unsure how to plan for your children’s future? At Mindful Wealth, we transform confusion into confidence, and anxiety into calm. We’re not just advisors; we’re your empathetic partners.
Feel Calm & In Control
Know Your Next Steps
Build Wealth with Peace
Work with Someone Who Cares
Financial Freedom, Your Way
The Mindful Wealth Difference: Your Partner in Purposeful Growth.
FAQs
We offer a curated range of investment and protection products, including:
- Mutual Funds – SIPs (Systematic Investment Plans), SWPs (Systematic Withdrawal Plans)
- Insurance – Term Insurance and Health Insurance
- Portfolio Management Services (PMS)
- Corporate Fixed Deposits (FDs)
- National Pension System (NPS)
All solutions are personalized based on your financial goals, risk appetite, and time horizon — the Mindful Wealth way.
Starting your journey with Mindful Wealth is simple:
- Connect with us via WhatsApp or schedule a call/Google Meet.
- We’ll have a one-on-one conversation to understand your financial goals, risk profile, and investment horizon.
- Based on that, we’ll craft a tailored plan aligned with your life goals.
We believe in conversations, not transactions.
The minimum investment depends on the product:
- Mutual Funds – Start as low as ₹500/month via SIP.
- Portfolio Management Services (PMS) – Typically starts at ₹50 lakhs.
We work with clients across all levels — from first-time investors to seasoned wealth creators.
For mutual fund investments made through Mindful Wealth, we are compensated via commissions/brokerage by the mutual fund companies.
There is no direct fee charged to you, the investor.
This model allows us to serve you with transparency, while ensuring our incentives are aligned with your long-term success.
Yes, absolutely.
- We’ll review your current portfolio, share insights, and recommend optimizations if needed.
- We’ll guide you through the manual transfer process, step-by-step.
Please note: At present, transfers must be done manually, as digital transfers between platforms are not yet supported industry-wide.
We conduct portfolio reviews every 6 months, or earlier if required due to market shifts or life changes.
- You’ll receive proactive communication if any rebalancing or changes are recommended.
- We’ll implement changes only after your consent — your comfort and clarity are always our priority.
At Mindful Wealth, we do things differently.
We don’t chase market fads or push products. Instead, we listen deeply to your goals, concerns, and dreams — and walk with you, step by step.
We believe:
- True wealth is not just about returns, but peace of mind.
- Planning should be aligned with your values, not market noise.
- A trusted relationship matters more than any algorithm.
We serve those who seek intentional, thoughtful progress — not just quick wins.
“Financial Freedom, the Mindful Way” isn’t just our tagline — it’s our promise.
You can track all your investments via leading platform aggregator apps such as:
AssetPlus, Wealthy, NJ Wealth, Nivesh, etc.
These platforms allow you to:
- Monitor mutual funds, insurance, and other holdings
- View transaction history
- Redeem, pause, or switch investments as needed
All investments are made in your name, with trusted and regulated institutions. We act as your advisor and facilitator — not custodians of your money.
We are registered with AMFI, ARN-264511, and follow all regulatory standards.
Yes, you’re in control.
- You can redeem or pause your mutual fund investments at any time.
- The aggregator platforms offer easy options to withdraw, pause SIPs, or switch schemes.
- Alternatively, we’re always just a call or message away to assist you personally.
Your path to financial freedom starts here...
Let’s have a calm, confidential conversation about your financial goals.
Schedule a free introductory meeting to see if Mindful Wealth is the right partner for you.