Welcome To Wealthy Minds
Our team comprises highly qualified and experienced financial advisors adept in insurance, tax laws, and mutual fund investments. By aligning investment options with clients' long-term and short-term goals, we aim to deliver expedited financial solutions, ensuring a secure retirement for all.
Our Services
Financial Planning
Portfolio Review
Retirement Planning
Portfolio Restructuring
Goal-Based Planning
Tax Planning
Some Facts
Expereience
Clients
Of AUM
Of Awards
Why Us
Our Team Members
Mr. Sandeep Gulati
Founder and CEO
Mr. Sandeep Gulati, the visionary behind our firm, brings a wealth of expertise and leadership to the table. With a distinguished background in finance spanning over two decades, Mr. Gulati established our company in 2002 with a singular mission: to empower individuals to achieve their financial aspirations. His unwavering commitment to excellence, coupled with a deep understanding of market dynamics, has propelled our firm to the forefront of the industry. Under his guidance, we have garnered recognition for our innovative strategies and client-centric approach. Mr. Gulati's dedication to fostering a culture of integrity and professionalism sets the tone for our entire team, ensuring that every client receives the highest standard of service and support.
Mrs. Reena Gulati
Co-Founder
Mrs. Reena Gulati, the esteemed co-founder of our company, plays a pivotal role in shaping our strategic direction and fostering a culture of excellence. As the wife of Mr. Sandeep Gulati, her partnership brings a unique blend of vision and operational acumen to our organization. With a background in business administration and a passion for empowering individuals, Mrs. Gulati has been instrumental in driving our firm's growth and success since its inception in 2002. Her keen insights and collaborative leadership style have earned her the respect and admiration of colleagues and clients alike. Mrs. Gulati's unwavering commitment to client satisfaction and her dedication to upholding the values of integrity and transparency are central to our company's ethos. Through her leadership, we continue to set new standards of excellence in the financial services industry.
Mr. Harish
Operations Manager
Heading our operational endeavors with precision and expertise is Mr. Harish. With a wealth of experience in administrative management, Mr. Harish orchestrates the seamless functioning of our day-to-day operations. His proactive approach and organizational prowess ensure that every aspect of our operations runs smoothly, allowing us to maintain the highest standards of service delivery to our esteemed clients.
Ms. Khushi
Client Relations Specialist
Ms. Khushi, our dedicated Client Relations Specialist, adeptly manages client communications and renewals with grace and efficiency. Her commitment to understanding client needs, coupled with her exceptional service delivery, makes her an invaluable asset to our team. With a passion for fostering strong relationships and effective communication, Ms. Khushi ensures that every interaction with our clients is positive and productive.
Current Status
2024
2023
Acknowledgement
Growth Milestone
Achieved an AUM of 4 crore in 2023 under mutual funds
2021 to 2023
2008
Expansion into Mutual Funds
Professional Accolades
2007 to 2009
2008
International Recognition
Milestone Achievement
2004
September 2002
Inception