AMFI Registered · ARN-353826

Grow Your Wealth.
Secure Your Future.

Expert mutual fund advisory and SIP planning — personalised for your goals.

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Clients Served
0 Lacs+
Assets Guided
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Years Experience

What We Offer

Comprehensive financial solutions tailored to every stage of your life.

Mutual Funds

Diversified portfolio creation across equity, debt, and hybrid funds tailored to your risk profile and time horizon.

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SIP Planning

Systematic Investment Plans starting from ₹500/month. We help you pick the right fund and stay on track.

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Retirement Planning

Build a retirement corpus that sustains your lifestyle — we calculate your target and plan the SIP to get there.

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Insurance Advisory

Life and health protection planning to safeguard your family against unforeseen events.

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Tax Saving (ELSS)

Save up to ₹46,800 in tax annually under Section 80C by investing in Equity Linked Saving Schemes.

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Wealth Management

Holistic oversight of your entire financial portfolio — review, rebalance, and optimise regularly.

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Goal-Based Investing

Whether it's your child's education, a home, or a dream vacation — we align your investments to specific life goals.

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Financial Planning

Budgeting, cash flow planning, and emergency fund building as the foundation of your financial health.

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Risk Profiling

Before recommending any fund, we assess your risk appetite, income, and goals to find the perfect match.

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NJ Wealth

Backed by NJ Wealth — India's Trusted Investment Platform

As an authorised NJ Wealth partner, MDRA Wealth gives you access to India's largest mutual fund distribution network.

₹1 Lakh Cr+ AUM

40,000+ Partners

35+ Fund Houses

Plan Your Wealth in 2 Minutes

Tell us your goal — we'll show you the path.

Start Planning Now

What Our Clients Say

Kushal bhai helped me start my first SIP just 2 years ago. Already seeing great returns and I feel so much more confident about my retirement.

Ramesh Patel

Silvassa

I had no idea about mutual funds before MDRA Wealth. They explained everything patiently and set up a plan for my daughter's education. Highly recommended!

Priya Sharma

Surat

The Smart Planner tool is amazing. In 2 minutes I could see exactly how my ₹8,000/month SIP will grow. Professional service, no pressure.

Anil Mehta

Vapi

Latest Insights

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SIP

The Power of SIP: How ₹5,000/Month Can Build ₹1 Crore

Discover how a disciplined SIP of just ₹5,000 per month can compound into over ₹1 crore over 20 years — with real numbers to prove it.

Kushal Pal 5 min read
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Mutual Funds

Mutual Funds 101: A Beginner's Guide for Indian Investors

New to mutual funds? This complete guide explains what they are, how they work, and why they beat FDs for building long-term wealth in India.

Kushal Pal 6 min read
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Retirement

Retirement Planning at 30: Why Starting Early Changes Everything

Starting retirement planning at 30 vs 40 makes a jaw-dropping difference. Here are the numbers that will change how you think about saving.

Kushal Pal 5 min read
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Ready to start your investment journey?

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