Make My Wealth is an investment consultancy firm. We are specialized in integrated financial planning services. We deal with insurance, mutual fund, tax planning, stocks, real estate and mediclaim.
Make My Wealth, a Bangalore based young and progressive financial investment company was set up in 1998 by Varughese Mathai K & Elizabeth Mathew. The company made a small beginning by providing financial guidance on investing in mutual funds and insurance and further on graduated to offer financial solutions on almost every investment avenue available in the market but the biggest challenge was to build quality community relationships with clients. We believe these relationships are the cornerstones of success. Supported by an ever increasing 6 member support staff, we today has a client base numbering around 1500 families and specializes in tax planning, total financial planning among others.
We specialize in integrating your financial life. We help our clients avoid mistakes that can drain retirement savings, children education savings and long term savings.
“Our goal is to take the mystery out of investing, managing risk, take care of child education/marriage, preparing for retirement, and preserving your wealth”
We gave much emphasis on assessing the growing financial requirements of individuals and accordingly suggested investments that suit their future needs.
Our core principles are:
Customer service: exceed customer expectations
Integrity: transparency and honesty in our business and personal relationships
Client Satisfaction to the maximum.
“A person who walks in to MakeMyWealth comes out realizing the need to make a total financial and investment planning”
When a person understands the correct nature of total financial planning as emphasized by us, his total outlook about life gets changed.MakeMyWealth has a different plan for each age group and also for each income group. The company shows the same care and concern for a person who has only a few thousand rupees to invest as we would show to a person who comes with lakhs of rupees to invest.
“Make My Wealth staffs are very prompt in their work and are very polite. They are charged with the mission of making people financially secure using the knowledge and experience acquired over the years”
Customers and growth
We have an envious list of up market clients which includes directors of software companies, doctors, top business people, builders, politicians etc.
“From 2000 onwards we started concentrating on ‘Total Financial Planning’ where the emphasis was mainly on individual requirements”
Insurance became only part of the investment. Concentration was mainly on to Mutual Fund, bonds, real Estate and then to Stocks. Because of this diversified investments and the best returns people started liking our investments. Such professional approach, our keen foresight coupled with word- of-mouth publicity helped us get referrals in volumes.
When it comes to real estate investment, it is the negotiating skill required more than anything else. Both the parties involved in the deal come out smiling which speaks volumes about the ability of MakeMyWealth staff to handle any deal.
About the Promoters
Mr. Varughese’s and Mrs Elizabeth’s systematic approach to insurance planning, promptness in attending to their client’s requirements and also the wise investment in Mutual Fund & stocks won the hearts of many. They have a good knowledge of investing into Mutual Funds and Stocks. With their knowledge of the stock market and mutual funds they are helping their friends to invest in a systematic way to meet their short and long terms financial goals.
“Their tremendous knowledge and experience gained over the years are now available to one and all who are interested in creating a total financial plan to meet their goals”
They have the patience to sit with people and understand their different needs and aspirations so that they can give them an individual, tailor made plan to meet their needs.