About Us

Welcome To Wealthy Minds

Established in 2002, Wealthy Minds boasts a clientele of over 1500 satisfied families. Our mission is to assist clients in attaining their financial objectives through strategic and intelligent investment planning. Holding certifications as Insurance consultant and Mutual Fund consultant accredited by both the IRDA (Insurance Regulatory and Development Authority) and AMFI (Association of Mutual Fund of India), we offer comprehensive financial advisory services.

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

Financial planning 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 Planning

We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal

Portfolio Restructuring

Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment

Goal-Based Planning

Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.

Tax Planning

Tax planning is the process of analysing a financial plan or a situation from a tax perspective.

Some Facts

Years Of
Of Awards

Why Us

Decades of Experience
Established Since 2002 with 1500+ Satisfied Clients
Certified Expertise
Skilled Advisors
Tailored Solutions
Focus on Retirement Security
Dedication and Personalization

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

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

Boasting an AUM of 10 crore as of 2024 under mutual funds with over 200 clients




Recognized as “10 Most Promising Insurance Consultants-2023" by Consultants Review Magazine

Growth Milestone

Achieved an AUM of 1 crore in 2021 under mutual funds
Achieved an AUM of 4 crore in 2023 under mutual funds

2021 to 2023


Expansion into Mutual Funds

Entered the mutual fund industry in 2008

Professional Accolades

Attained Million Dollar Round Table (MDRT) qualification in 2007 with Reliance Life Insurance and in 2009 with HDFC LIFE

2007 to 2009


International Recognition

Received our first international award for life insurance excellence in 2008

Milestone Achievement

Acquired our first 100 clients in 2004


September 2002


Established in September 2002

We offer our services through personal counsel with each of our clients after understanding their wealth distribution needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.

Contact Us

Registered & Corporate Office:
F-128, Vardhman Market
West Enclave, Pitampura
Ph: +91 9811840640, 011-49123666

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