Trusted Wealth Management

Empowering Your
Financial Future

We provide bespoke financial strategies, rigorous market analysis, and personalized financial guidance to help you build, manage, and protect your wealth across generations.

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Medha Wealth Professionals
5+
Years of Experience
About Us

Wise Wealth Creation, Guided by Medha.

Medha means wise wealth creation. We bring financial intellect, analytical wisdom, and prudent decision-making to help safeguard and grow your hard-earned capital across asset classes.

From mutual funds and market-linked investments to fixed-income options and insurance, our guidance is shaped around your goals, protection, and peace of mind.

  • Prudent, goal-led recommendations
  • Balanced wealth creation and risk protection
  • Transparent guidance through every life stage

Meet Our Advisors

YJ

Yogesh Jawale

AMFI Registered Mutual Fund Distributor

  • ARN-188655 · Registered since 23 October 2021
    Valid until 6 October 2027
  • Life Insurance Advisor – ICICI Prudential Life Insurance
    Advisor Code: ICI01682125
  • Health Insurance Advisor – Star Health and Allied Insurance
    Advisor Code: BA0000469817 · Since 22 January 2020
NJ

Nilima Jawale

AMFI Registered Mutual Fund Distributor

  • ARN-324807 · Registered since 18 March 2025
  • Life Insurance Advisor – LIC
    Code: 397295Q · Since 2007
  • Non-Life Insurance Advisor – HDFC ERGO
    Since August 2019
  • Health Insurance Advisor – Aditya Birla Health Insurance
    Since 2023

Clarity for Today. Security for Life.

Our Vision

To be the most trusted financial anchor for families and businesses—transforming complex investments into financial clarity and lifelong security.

Our Mission

To empower clients with sound, transparent strategies spanning wealth creation and risk protection, delivered with unwavering integrity.

Our Offerings

Comprehensive Financial Solutions

Discover our suite of institutional-grade financial services designed to protect, optimize, and exponentially grow your capital.

Wealth Management

Thoughtful allocation across mutual funds, FDs, NCDs, and market-linked investments to build and preserve wealth.

Financial Planning

Goal-based guidance through every life stage, from accumulating wealth to planning its eventual distribution.

Risk & Insurance

Life and non-life insurance solutions to help protect you and your family from life's uncertainties.

Need a Custom Strategy?

Let's discuss your specific financial objectives.

Why Us

The Pillars of Medha Wealth

We put wisdom, protection, integrity, and lasting relationships at the heart of every financial decision.

Prudence

We apply financial intellect and care to every recommendation.

Holistic Protection

We help protect against life's uncertainties with life and non-life insurance solutions.

Integrity First

We prioritize your wealth and safety, balancing FDs and NCDs with market-linked investments.

Lifelong Partnership

We support you through every life stage, from building wealth to planning its distribution.

Get In Touch

Start Your Financial Journey

Schedule a confidential consultation with our advisors to discuss your financial goals and how Medha Wealth can help you achieve them.

Contact Information

Our Headquarters

Medha Wealth
Pune, Nashik

Call Us Directly

+91 8087402300
+91 9511728271
Mon-Fri, 9am - 6pm

Email Support

connect.medhawealth@gmail.com
yogesh.mfd@gmail.com
nilima.mfd@gmail.com

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