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VerifiedFinancial Services· Founded 1998

Mastermind Wealth

We at Mastermind Wealth provide financial planning for a huge client base ranging from middle income investors to high net-worth individuals (HNI’s). Our aim is to provide a goal based financial planning and hand holding our clients for a lifetime. In a world where managing investments is an art our core purpose is to offer clients with the best possible investment options suitable to meet their short-term requirements and long-term goals, thereby creating wealth for a financially independent and secured future. Our products and services comprise of Mutual Funds, Portfolio Management Services, Insurance, Tax Planning and Contingency Fund Planning. We are certified Mutual Fund, direct equity and Insurance consultants duly recognized by the AMFI (Association of Mutual Fund of India) and IRDA (Insurance Regulatory & Development Authority of India). In 2020, we were one of the Top 5 nominees under Non Life Insurance category at National Level & awarded for the same in Mumbai Zone.

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HeadquartersMumbai, IndiaEmployees2(1 to 10)Founded year1998Websitemastermindwealthmanagers.inLinkedIn profileLinkedIn

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  • 2financial planning consultant

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