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.
Partner
Surabhi Darji
Partner
Our philosophy
We see our role as helping you make decisions you understand and feel comfortable with, and then staying with you as life changes. We would rather spend time on the right questions than rush to a product.
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.
How 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.
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
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.