ABOUT US

Healthy Wealth was incorporated in 2013 with an aim to educate people in financial literacy and by doing their financial need analysis; we guide them to invest according to their needs. At present, we have more than 200 motivated clients who want to achieve financial freedom through Goal Mapping. We cater to a wide range of clients from professionals to businessmen spread across India and NRIs as well.

We are certified Mutual Fund & Insurance Consultants recognized by AMFI (Association of Mutual Funds of India) and IRDA (Insurance Regulatory and Development Authority). We have qualified team of Experts in the Field of Equity, Debt, Insurance.

At Healthy Wealth,

  • We make progress instead of promises.
  • We help our clients in creating their own path and not following the herd.
  • We listen to them instead of only lecturing them.
  • We give more than just money.
  • We stay true to our values and relationship.

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Today, we have more than 200 healthy and wealthy clients who happily share our name Healthy Wealth.

Being into Wealth Management, we aim to present a clear idea and a variety of solutions to grow your money better. We believe in offering clear, comprehensive, unbiased and hassle-free wealth management solutions to our diverse clientele. We emphasize on ‘Sampoorna Suraksha’ concept to protect client’s hard earned money and assets.

We, at Healthy Wealth believe in women empowerment because those who can manage home budget can certainly manage their family’s finance efficiently. As women face inflation on day to day basis on purchasing required things to manage home. Therefore, we conduct special seminars to encourage them to manage their money efficiently and effectively.

We strive to ensure that our clients derive the maximum benefits from our services and we work together to achieve the desired goal of the clients thus creating a successful long-term relationship with our clients which of course, recapitulates Health and Wealth.

Our Skills

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

Mutual Funds85%
Capital Market80%
Fixed Income90%
Real Estate95%
Pms95%
Insurance95%

Client Services 

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.

OUR TEAM

Management:
Ms. Heena Mehta
Ms. Heena Mehta is the Chief Advisor for Healthy Wealth. One of the oldest in the team, she has over 5+ years of rich experience in the financial services industry. She is known for her deep understanding of the distribution practices and its challenges.

Media Coverage

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