Mutual Funds
Access professionally managed investment strategies across equity, debt and hybrid categories, aligned with your goals and risk profile.
Explore Mutual FundsFinancial Distribution & Insurance
Financial decisions, made clearer.
We help individuals and families access investment and insurance solutions through a thoughtful, relationship-led approach.
One relationship
- Invest with intention
- Protect what matters
- Review as life changes
Distribution services facilitated through our association with Prudent. Disclosures
Our approach
We help individuals and families navigate investments and insurance with greater clarity.
Good financial decisions rarely come from a product brochure. They come from understanding where you are today, where you want to go, and the role investments and insurance can play along the way.
That is how every conversation with us begins.
Invest
Mutual funds, and for eligible investors, PMS and AIFs, chosen around your goals and time horizon.
Protect
Health and term insurance that protect your family from medical bills and the unexpected.
Review
Regular conversations as your income, family and priorities change.
Services
How we can help
Investments and protection under one relationship. We help you understand the options and how they fit together.
Health & Medical Insurance
Protect your finances from unexpected medical expenses with health insurance solutions designed around your needs.
Explore Health InsuranceTerm Life Insurance
Pure life cover that provides financial security for your family if something happens to you. Simple, transparent protection for a chosen period.
Explore Term InsuranceEligibility applies
Portfolio Management Services
For eligible investors seeking professionally managed portfolios with a more customised investment approach.
Explore PMSEligibility applies
Alternative Investment Funds
Access alternative investment opportunities for investors who meet applicable eligibility and suitability requirements.
Explore AIFsHow we work
A simple, unhurried process
No pressure and no jargon, just a clear sequence that starts with you.
- 01
Understand
We start by understanding your goals, priorities, existing investments and protection needs.
- 02
Assess
We evaluate your requirements, time horizon and risk considerations.
- 03
Recommend
We help you explore relevant investment and insurance solutions available through our distribution platform.
- 04
Review
We remain available to help you review and reassess your financial arrangements as your circumstances change.
Calculators
See how the numbers could add up
Simple, educational tools to explore different assumptions. Illustrative only, not a forecast or advice.
An assumption, not a forecast. Try a few different rates.
Illustrative future value
₹58.1 lakh
₹25,000/month for 10 years at an assumed 12% a year
- Amount invested
- ₹30 lakh
- Estimated growth
- ₹28.1 lakh
- Future value
- ₹58.1 lakh
Formula: FV = P × [((1 + r)ⁿ − 1) ÷ r] × (1 + r), where r is the monthly rate and n the number of months. Assumes a constant return every month. Real returns vary and can be negative.
Want to talk through these numbers?
Why work with us
Serious about money. Easy to talk to.
What we believe about doing this work well, and how it shapes every conversation.
- 01
Clarity over complexity
Financial products can be complicated. We aim to make decisions easier to understand.
- 02
Goal-led conversations
We begin with what you are trying to achieve, rather than starting with a product.
- 03
Long-term relationships
Our role doesn't end when an investment or insurance policy is purchased.
- 04
One place for multiple needs
Investment distribution and insurance under one relationship.
- 05
Access to established platforms
Our distribution relationship with Prudent provides access to established financial product distribution infrastructure.
About us
We believe financial planning shouldn’t begin with a product.
Our approach starts with understanding where you are today, where you want to go, and what role investments and insurance can play along the way.
Who you are dealing with
Built around relationships. Supported by established infrastructure.
Associated with Prudent Corporate Advisory Services Ltd. for financial product distribution.
Prudent Corporate Advisory Services Ltd. is a separate entity. AMD Wealth Tech operates as its sub-broker, as applicable. AMD Wealth Tech is not Prudent Corporate Advisory Services Ltd. and does not represent itself as such.
- Business
- AMD Wealth TechAMFI-registered Mutual Fund Distributor · ARN-322137
- Partner
- Surabhi Darji
- Based in
- Mumbai, Maharashtra
- Distribution partner
- Prudent Corporate Advisory Services Ltd.
Registration details
- AMFI Registration (ARN)
- ARN-322137
Insights
Notes on money, made simple
Educational articles on investing, insurance and financial planning.
Insurance5 min read
Why term insurance matters, and why so many people get it wrong
Term insurance is one of the simplest and most important financial products a family can have. Here is why it is so often ignored or misunderstood, and the mistakes worth avoiding.
Mutual Funds3 min read
Regular vs direct mutual fund plans: what you pay for, and what you get
Every mutual fund scheme comes in two versions with different costs. Here is an honest explanation of the difference, including how we are paid.
Insurance3 min read
How much term insurance cover is enough? A practical way to work it out
Rules of thumb are a starting point, not an answer. Here is a clear, step-by-step way to estimate the life cover your family would actually need.
Start with a conversation.
A relaxed, no-obligation discussion about where you are and where you’d like to be. Bring your questions. We’ll bring clarity.
Contact
Let’s talk.
Tell us a little about what you’re looking for, and we’ll get back to you, usually within one working day.
AMD Wealth Tech
AMFI-registered Mutual Fund Distributor ARN-322137
Contact person
Surabhi Darji
Phone
+91 98339 67648WhatsApp
Message usEmail
surabhi@amd.net.inOffice
A-2920, Marathon Futurex, NM Joshi Marg, Lower Parel East, Mumbai, Maharashtra 400013, IndiaOpen in Google MapsOffice hours
- Monday – Saturday
- 10:00 AM – 6:30 PM