About Us

Welcome To Mastermind Wealth

We as Mastermind Wealth incorporated in the year 1998; and at present having 2000+ satisfied clients and managing an AUM of 110 Crore. We will help clients to achieve their Financial goals with effective and smart investment planning.

We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors.

We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.

We are certified Mutual Fund, direct equity and Insurance consultants duly recognized by the AMFI (Association of Mutual Fund of India) and IRDA.

Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

CORE VALUES

Transparency
Right attitude
Quality service to the clients
Benefits of clients come first
Long term relationship building
Unbiased and right investment advice
Ethical working
Long term wealth creation and preservation strategies

Our Services

Financial Planning

Financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict

Portfolio Review

We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.

Retirement Planning

We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal

Portfolio Restructuring

Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment

Goal-Based Planning

Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.

Tax Planning

Tax planning is the process of analysing a financial plan or a situation from a tax perspective.

Some Facts

0

Years Of
Expereience

0

Satisfied
Clients

0

Cr
Of AUM

0

No
Of Awards

Our Philosophy

Right People To Partner

We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.

Value Added Services

Rich Product Basket

Client Centric Approach

Our Team Members

Kaushik A Vora

Founder

He is the founder of Mastermind Wealth Managers, a graduate from Mumbai University, having rich experience of more than 20 years in the field of Insurance, Equity market and Financial Services. He acts as an insurance advisor to many corporate' and 2000+ individual clients from executive to CEO's in India and abroad. A specialist in Health & General Insurance.

Prakash Rane

Certified Financial Planner

A Mechanical Engineer and Certified Financial Planner (CFP) Mr. Rane is having more than 15 years experience in Insurance and Mutual Fund Industries. He specialises in financial planning and is actively managing and recommending investment avenues to High Net Individuals. Mr. Rane has gained expertise in carrying out an in-depth study considering various parameters on a regular basis. His vast knowledge and experience in Insurance and Financial Planning helps clients to understand and finalise their various investment needs.

Radhika Ved

A MBA in Finance. She has 4 years of experience in Business Valuation, Mergers & Acquisition & has worked with esteemed organisations like Ernst and Young and JP Morgan, India. As a young dynamic partner she manages the Social Media, Online Client Services and Public Relations for the Company.

Mr. Jay Ved

An Inter-CA by qualification with 10 years of rich experience in Audit, Finance and Taxation. He has worked with esteemed organisations like HSBC, IL&FS and Orion Pharma. As a young dynamic partner he takes care of Clients Personal Portfolio, Advises them on various aspects like Tax Planning, Risk Management and Guides them in managing their long term financial goals.