About My Wealth Mitra
AMFI Registered Mutual Fund Distributor
My Wealth Mitra is an independent financial planning and distribution firm led by seasoned professionals with extensive experience in the Indian Private Asset Management and Banking sector. Our purpose is simple yet powerful—to serve, guide, and empower clients with financial solutions tailored to their unique needs and aspirations.
We work closely with individuals and families to deliver the right financial products, expert guidance, and strategic planning essential for long-term wealth creation and protection. In today’s dynamic and fast-changing market environment, our leadership team helps clients make informed decisions with clarity, confidence, and disciplined strategy.
What truly differentiates us is our personalized approach. Through doorstep services, continuous engagement, and transparent communication, we build lasting relationships founded on trust, integrity, and consistent value delivery.
My Wealth Mitra was founded by two partners who share a common vision: to always place clients’ interests above everything else. This client-first philosophy guides every recommendation we make and every relationship we nurture.
Our mission is to help clients achieve their financial goals through a seamless blend of personalized advisory, professional expertise, and technology-driven research, ensuring smarter decisions and sustainable wealth growth for the long term.
Date of Initial registration:- 08-FEBRUARY- 2026
AMFI Registration number:- ARN-314918
Current Validity of ARN:- 16-MAY-2027
The Association of Mutual Funds in India (AMFI) headquarters are located at C-701 Naman Corporate Link, Plot Nos. C-31 / C-32, G Block, Bandra Kurla Complex, Bandra East, Mumbai – 400 051.
Addresses of Offices of SEBI
Plot No.C4-A,’G’ Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Why Choose Us ?
Highly skilled leadership team with over 19 years of experience in management, finance, and advisory services
Strong partnerships with reputed international agencies, giving clients access to global insights and best practices
Result-oriented approach, focused on measurable outcomes rather than promises
Dedicated support for individuals and local small businesses, helping them achieve sustainable financial growth
End-to-end investment services, including fundamental analysis, market and sector analysis, stock selection, and portfolio management
Goal-based financial planning, helping you clearly define your financial objectives and create practical steps to achieve them
Our Expertise
- Mutual Funds 95%
- Retirement Solutions 90%
- Home Insurance 90%
- Education Loan 90%
- Family Insurance 70%
Leadership
Mr. Sushil Khanduri brings over 17 years of distinguished experience in portfolio management and investment advisory. Throughout his career, he has been associated with leading asset management and financial institutions, including Arihant Capital, SMC Global, Quantum Global, Angel Broking, Reliance Securities, and ICICI Prudential.
His expertise spans comprehensive market research, advanced portfolio structuring, and strategic investment planning. With a disciplined, research-driven approach and deep insight into market dynamics, he specializes in designing robust investment strategies that align with clients’ long-term financial objectives while effectively managing risk.
Mr. Naveen Khanduri possesses over 19 years of extensive experience in the Banking, Finance, and Insurance sectors. Having worked with prominent financial institutions and leading Indian private banks, he has developed strong capabilities in financial planning, wealth management, and client advisory services.
Known for his strategic clarity and structured approach, he provides clients with thoughtful, goal-oriented financial guidance. His deep industry exposure enables him to navigate complex financial landscapes while ensuring sustainable wealth creation and long-term financial stability for clients.
Our Team
Sushil Khanduri
CEO & Co-Founder
Naveen Khanduri
COO & Co-Founder