At Wealth Mantra, we believe that everyone deserves access to smart, personalized investment guidance regardless of their background, profession, or financial literacy.
Founded by a seasoned investment professional with over 20 years of industry experience, Wealth Mantra was born from a deep desire to bridge the gap between people and their financial goals. After witnessing countless individuals struggle with managing their money due to lack of awareness, time, or confidence we set out on a mission: to make investing simple, approachable, and meaningful.
Whether you're planning for your child's education, a dream vacation, a comfortable retirement, or simply looking to grow your wealth steadily, we're here to guide you every step of the way.
We offer a wide range of investment products including Mutual Funds, Fixed Deposits, Bonds, PMS, AIF, Stocks, and Insurance all aligned with your unique life goals.
We're especially passionate about empowering women, busy professionals, and those who may feel uncertain or under-informed about financial matters. With Wealth Mantra, you're not just investing your money you're investing in peace of mind, clarity, and a secure future.
Let's turn your financial dreams into reality - one goal at a time.
With over two decades of experience in the investment industry, Preeti Chettiar brings deep expertise across both equity and debt markets. Her career includes key roles at renowned institutions such as JM Financial and Aditya Birla Money Mart.
Preeti founded Wealth Mantra with a clear purpose to make investing simpler, more accessible, and truly personalized. She believes that wealth creation is more than just growing money; it's about understanding people, their aspirations, and helping them take confident steps toward their goals.
"No dream is too small or too big ; what truly matters is the freedom to pursue it. Financial independence is what makes that freedom possible."
