We design customized mutual fund investment strategies tailored to your goals, risk tolerance, and future aspirations. At Financial Wellness Centre, we focus on building lasting relationships based on trust, expertise, and consistent results.

Please note that we are not SEBI-registered Investment Advisors and do not offer Financial Planning services. Our services strictly adhere to the guidelines set by AMFI for Mutual Fund Distributors (MFD) and NSE for Authorized Persons.

Your Path to Financial Freedom

Trusted by Our Valued Clients

Financial Services Offered

Expert guidance in mutual funds, tax strategies, Insurance in connection with estate planning for your financial wellness.

Mutual Fund Distribution

Tailored mutual fund solutions based on your financial goals, risk appetite, and investment objectives.

Estate Planning

Planning for the future is essential to ensure that your wealth and assets are distributed according to your wishes while minimizing legal complexities and tax burdens. Our Estate Planning Services help you secure your legacy and provide financial security for your loved ones.

Your Financial Wellness Partner

At Financial Wellness Centre, we offer personalized solutions for mutual fund investments, insurance planning (Term & Health Insurance), tax-related strategies in connection with estate planning, and assistance with Demat/Brokerage account opening strictly as per the guidelines of SEBI/AMFI

About Financial Wellness Centre

We are AMFI registered mutual fund distributors, dedicated to helping clients achieve their financial goals through personalized investment strategies and strictly as per AMFI/SEBI guidelines.

Demat Account Opening Services

Demat Account opening -Facilitate opening of Demat and Share broking account to manage your Capital Market Investments in association with M/s. WEALTHYIN BROKING PRIVATE LIMITED, A SEBI registered entity

Client Feedback

Discover how we help clients achieve their financial goals effectively.

The Financial Wellness Centre transformed my investment strategy and improved my financial security significantly in Mutual Fund investments. Highly recommend their services for personalized Mutual Fund investing!

Pratheesh

Bangalore

I received exceptional guidance on mutual funds investments. Their expertise helped me align my investments with my financial goals. Truly a valuable partner in my financial journey.

Abhijith

Thiruvanathapuram

★★★★★

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Contact Us

Get in touch for personalized Mutual Funds financial guidance and support.