About WealthMentor

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Born and brought up in Bangalore, Ms. Sandana holds a Bachelor’s degree in Business Management (BBM) and has been a successful and seasoned investor in mutual funds and stocks since 2010.

With every partnership, we empower individuals to take charge of their financial journey and create a brighter, more secure future. Innovation, integrity, and education form the foundation of our approach as we strive to transform lives and elevate financial empowerment across the country.

With over a decade of hands-on experience in the financial markets, she successfully completed the NISM 5A certification and began her journey as a financial planner in January 2024.

Alongside offering expert guidance in wealth creation, Ms. Sandana provides health and life insurance solutions. With excellent skills, a professional approach, and a visionary mindset, she is committed to empowering clients to achieve their financial goals with personalized strategies and disciplined planning.

Our Mission

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Ms. Sandana is dedicated to providing investor-friendly financial solutions that empower clients to achieve their goals. With a focus on mutual funds, stocks, and comprehensive insurance services, she offers personalized strategies that align with each individual’s unique needs. Her mission is to simplify complex financial concepts, fostering a trusting relationship with clients, and helping them build wealth through disciplined, well-informed decisions, ensuring long-term financial security and independence.

Our Vision

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Ms. Sandana envisions becoming a leading financial planner who transforms lives by disseminating skills and knowledge in a simple, accessible manner. She aims to guide individuals toward financial independence through innovative and strategic investments. By consistently enhancing her expertise and maintaining a client-centric approach, her vision is to create a future where every client is equipped with the tools and confidence to make empowered financial decisions, achieving prosperity and peace of mind.

Knowledge Partner

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We have tied up with WebClass.in, a Bengaluru-based online training and research institution in the field of Capital Markets. It is going to be a valuable aide to our family of investors and partners in getting interpretations and analyses about Capital Markets and Indian Economy. Visit Them At www.webclass.in