About Us
Our Story: Building Wealth, Creating Futures
Discover the journey behind Make My Wealth – where expertise meets integrity, and financial dreams become realities.
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What we do
Empowering Financial Journey from our Range of Services.
Make My Wealth is dedicated to helping clients achieve financial freedom through wealth creation and preservation. Our primary focus is on providing simple and suitable financial solutions tailored to meet the unique needs of each client. Ensuring customer satisfaction and financial success is at the core of our business model. As an AMFI registered mutual fund distributor, we offer a comprehensive range of services including mutual funds, health insurance, life insurance, and fixed deposits. We believe in a structured and disciplined approach to investing, taking into account each client’s risk appetite and investment timeframe. Additionally, we provide timely and transparent incidental advice to facilitate the implementation of financial plans. Our services also extend to Non-Resident Indians (NRIs) and Persons of Indian Origin (PIOs), guiding them through the repatriation process and helping them take advantage of income tax incentives offered by the Government of India.
Our founders, Varughese Mathai and Elizabeth Mathew, bring decades of experience in wealth management. Over the last three decades, they have assembled a strong, committed team of professionals who are passionate about helping our clients achieve their financial goals. It is the continuous inflow of success stories from our clients that drives us to excel every day. By working with us, clients can develop a savings cum investment habit and a protection plan tailored to their specific needs and comfort levels. At Make My Wealth, we are committed to integrity, excellence, and collaboration in all our endeavors, ensuring that our clients receive the best possible guidance and support in their quest for financial success.
Why choose us
Comprehensive Financial Services with Prompt, Professional, and Timely Support
Personalized Solutions, Unwavering Integrity, and Expert Financial Guidance tailored to Your Unique Needs.
We provide a wide range of investment options tailored to your specific needs and goals.
At Make My Wealth, integrity is at the forefront of everything we do. We maintain the highest ethical standards in all our interactions, ensuring transparency and honesty.
We have a dedicated team of professionals ready to guide you through every stage of the investment process. We’re just a phone call or email away, and we'd be delighted to meet with you in person over a cup of coffee at our office to assist with your investments.
Comprehensive Wealth Creation Strategy
Our Philosophy
Building wealth through SIPs, coupled with daily exercise, relaxation, and a nutritious diet.
We’re committed to wealth creation – it’s our mission! A Systematic Investment Plan (SIP) is an excellent method to accumulate wealth. Yet, to fully enjoy this wealth, one must adopt a SIP approach in other areas of life as well. Health, being a crucial asset, requires a daily SIP of exercise, relaxation, and a balanced diet.
For instance, a daily routine of walking 6,000 steps, spending quality time with friends and family, and maintaining a nutritious diet can yield remarkable benefits.
Balancing Life's Rich Rewards
Happiness mix
Balancing achievement, family, health and hobby yields invaluable rewards beyond wealth.
Balancing professional achievements, quality time with loved ones, maintaining good health, and indulging in hobbies can yield valuable rewards that wealth alone cannot provide.
Team members
Meet the talented team
behind our services
With a passion for innovation we bring diverse expertise to every project.
Reece Bronson
Financial Manager
- Phone:+1 (215) 557-1122
- Email:hello@company.com
Sara Grant
Marketing Manager
- Phone:+1 (215) 557-1122
- Email:hello@company.com
Claire Olson
Sales Manager
- Phone:+1 (215) 557-1122
- Email:hello@company.com
Join our team
Looking for a place to grow and thrive?
Apply now and become part of our innovative team dedicated to driving meaningful change in the financial industry.