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 Distributor, Mutual Fund and Insurance distributor recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial distribution services, having highly qualified and experienced team of financial professionals.
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 Wealth Distributor, Mutual Fund and Insurance distributor recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial distribution services, having highly qualified and experienced team of financial professionals.
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 distributors duly recognized by the AMFI (Association of Mutual Fund of India) and IRDA.
Our core purpose is to provide fast track financial options & 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 building and preservation strategies
Our Service
Financial Assessment
Financial assessment 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 needs Assessment
We assisti n wealth building for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that needs
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Goal-Based Assessment
Goals-based assessment is the process of helping our clients prioritize their financial needs and determine the optimal way to fund them.
Tax Planning
Tax planning is the process of analysing a financial plan or a situation from a tax perspective.
Some Facts
27
Years Of
Experience
Experience
2500
Satisfied
Clients
Clients
110
Lacs
Of AUM
Of AUM
15
No
Of Awards
Of Awards
Our Philosophy
Nothing influences and concerns us more than your long-term interests. Hence, we have designed everything possible to match your needs and ensure that you benefit first and the most.
Our Team Members
Kaushik A Vora
FOUNDER
He is the founder of Mastermind Wealth Distributor, 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 distributor to many corporate' and 2000+ individual clients from executive to CEO's in India and abroad.
A specialist in Health & General Insurance.
He acts as an insurance distributor to many corporate' and 2000+ individual clients from executive to CEO's in India and abroad.
A specialist in Health & General Insurance.
Radhika Ved
Relationship Manager
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.
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 guidance 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 guidance helps clients to understand and finalise their various investment needs.
Mr. Jay Ved
Relationship Manager
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.
