Financial wellness centre - Your guide to financial prosperity

Empowering Your Financial Future

At Financial Wellness Centre, we provide tailored financial services to help you achieve your investment goals and secure your financial future by way investing in selected Mutual Fund Schemes based on your financial goals and risk appetite. We also help you to open your Demat and Brokerage Accounts and prepare a proper Estate Plan.

A sleek, metallic dispenser bottle with a pump, featuring the letters 'MF' on the front. The bottle appears to be floating against a minimalistic, light beige background, emphasizing its modern design.
A sleek, metallic dispenser bottle with a pump, featuring the letters 'MF' on the front. The bottle appears to be floating against a minimalistic, light beige background, emphasizing its modern design.
A bustling trade show or exposition with numerous booths displaying technology and financial services. People are interacting and walking around the exhibits, giving the scene a dynamic and busy atmosphere.
A bustling trade show or exposition with numerous booths displaying technology and financial services. People are interacting and walking around the exhibits, giving the scene a dynamic and busy atmosphere.
Hands typing on a laptop keyboard with a screen displaying financial graphs and stock market data. Multiple charts and numbers are visible, indicating online trading or financial analysis.
Hands typing on a laptop keyboard with a screen displaying financial graphs and stock market data. Multiple charts and numbers are visible, indicating online trading or financial analysis.

Who We Are

As AMFI registered mutual fund distributors, we guide clients in mutual funds investments and estate planning for comprehensive financial wellness strictly as per the guidelines of AMFI and also help you to open the Demat and Share broking account

Financial Wellness

Expert financial services for mutual funds and insurance planning.

A clean and minimalist tri-fold brochure displayed on a light gray surface. The brochure is partially open, revealing sections with text and graphical elements. A prominent ‘MF’ logo appears, and there are styled text blocks.
A clean and minimalist tri-fold brochure displayed on a light gray surface. The brochure is partially open, revealing sections with text and graphical elements. A prominent ‘MF’ logo appears, and there are styled text blocks.
Investment Planning

We analyze your financial situation to tailor Mutual Funds investment strategies that align with your goals and risk appetite, ensuring a secure financial future for you and your family.

A smartphone and a laptop are displayed on a wooden surface. The smartphone screen shows an app interface featuring a financial portfolio, with stock symbols and numerical values. The laptop screen shows a website login page with promotional text offering incentives for signing up.
A smartphone and a laptop are displayed on a wooden surface. The smartphone screen shows an app interface featuring a financial portfolio, with stock symbols and numerical values. The laptop screen shows a website login page with promotional text offering incentives for signing up.
Insurance Guidance

Our team provides comprehensive advice on term and health insurance, helping you protect your assets and loved ones while optimizing your financial portfolio for long-term success as part of Estate Planning

Our Credentials

AMFI Registered Mutual Fund Distributor (Registration No. ARN-49557). National Stock Exchange – Authorized Person Registration No. AP3160001001. UDYAM Registration No. UDYAM-KL-02-0112740. Over 30 Years of experience in financial services industry. Continuous professional development through industry certifications

Financial Wellness Centre transformed my investment strategy. Their expertise in mutual funds and personalized guidance made a significant difference in achieving my financial goals.

Girish

A person is interacting with a smartphone displaying financial data, while a laptop in the background shows various stock market indices. The hand is using a finger to navigate the smartphone. Both screens are filled with numbers and graphs related to market information, with the laptop displaying line charts.
A person is interacting with a smartphone displaying financial data, while a laptop in the background shows various stock market indices. The hand is using a finger to navigate the smartphone. Both screens are filled with numbers and graphs related to market information, with the laptop displaying line charts.

★★★★★