We facilitate distribution of mutual fund schemes and other financial products with transparency and process-driven support.
Sohum Wealth is founded by Mahendra Ashtekar, AMFI Registered Mutual Fund Distributor (ARN-99800) and APMI Registered PMS Distributor (APRN-00026), and a Mutual Fund Analyst. We are engaged in the distribution of mutual fund schemes and other permitted investment products. We assist investors in understanding different mutual fund categories, investment processes, and documentation requirements. Our role is limited to distribution of financial products and facilitating transactions as per regulatory guidelines. We do not provide investment advisory services under SEBI (Investment Advisers) Regulations, 2013.
Our mission is to facilitate access to mutual fund schemes and other permitted financial products through a transparent, ethical, and process-driven distribution approach. We aim to support investors by providing clear product information, assisting with documentation, and ensuring smooth transaction execution. By maintaining regulatory compliance and prioritizing investor trust, we strive to build long-term relationships based on clarity, consistency, and responsible distribution practices.
Our vision is to become a trusted and recognized Mutual Fund Distributor known for integrity, transparency, and disciplined distribution standards. We aspire to expand financial awareness about mutual fund investments while adhering strictly to regulatory guidelines. Through compliant practices and responsible facilitation, we aim to serve a growing community of investors with reliability and professionalism.
Why Choose Sohum Wealth
At Sohum Wealth, we combine experience, research, and personalized strategies to help you grow and protect your wealth with clarity and discipline. Our client-first approach ensures every investment decision aligns with your long-term financial goals.
Personalized Mutual Fund Distribution Support
Research-Supported and Unbiased Product Facilitation
Emphasis on Transparent Distribution and Consistent Investment Approach
OUR SERVICES
At Sohum Wealth, we offer a comprehensive suite of financial and investment solutions designed to meet the needs of individuals and families at every stage of their financial journey:
Mutual Fund Distribution
We offer AMFI-registered mutual fund distribution services across equity, debt, hybrid, and tax-saving schemes based on your risk profile and investment horizon. Our process includes scheme selection, transaction support, portfolio tracking, and periodic review to help investors participate in market-linked opportunities with clarity, discipline, and long-term consistency.
Portfolio Management Services (PMS) Distribution
We facilitate access to SEBI-registered Portfolio Management Service providers for investors seeking professionally managed portfolio strategies. Our role includes onboarding assistance, documentation coordination, and performance tracking support while ensuring product suitability aligns with your financial objectives and overall asset allocation preferences.
Alternative Investment Funds (AIF) Distribution Support
We provide distribution support for Category I, II, and III Alternative Investment Funds designed for eligible investors seeking diversified investment exposure. Our services include product information sharing, process coordination, and ongoing communication to help clients understand structure, risk factors, and investment positioning within their portfolio.
GIFT City Fund Distribution
We assist investors in accessing internationally structured investment products available through regulated GIFT City platforms. Our distribution services include documentation support, product understanding, and allocation guidance to help investors explore global diversification opportunities within applicable regulatory frameworks and compliance standards.
Estate Planning Support
We assist clients in understanding estate planning structures such as wills, public trusts, and inheritance planning. Proper estate planning helps ensure smooth transfer of assets, protects family interests, and supports financial continuity for future generations.
Insurance Solutions
We help clients explore a wide range of insurance products designed to provide financial protection and long-term security for individuals and families. Our insurance solutions include life insurance, health insurance, disability insurance, critical illness insurance, motor insurance, and travel insurance. These insurance products help protect against unexpected financial risks while supporting overall financial stability and peace of mind.
Fixed Deposits & Bonds
For investors seeking stable and relatively predictable returns, we provide access to fixed deposit options and bond investment products offered by regulated financial institutions. These options can help diversify investment portfolios while providing stability and capital preservation.
Loan Against Securities
Investors can leverage their existing investment holdings to access liquidity through loan-against-securities facilities. This allows individuals to meet short-term financial needs without liquidating their long-term investments.
Financial Freedom Planning
Financial independence requires disciplined investing and proper financial structuring. We support clients in organizing investments and financial goals to move toward financial freedom.
Building Generational Wealth
Long-term investing helps families build financial security across generations. We assist clients in structuring investments designed to support wealth creation for future generations.
Tax Saving Investment Support
We help investors explore tax-saving investment options such as ELSS mutual funds and other eligible products that support tax efficiency while building long-term investments.
Children’s Goals Planning
We assist families in planning investments for children’s future goals such as higher education, career development, and other important milestones through structured investment approaches.
Debt & Loan Management
Managing loans efficiently is important for financial stability. We assist clients in understanding strategies to reduce loans and manage debt responsibly.
Right Insurance Selection
Insurance plays an important role in financial protection. We help clients understand suitable life, health, and general insurance products for financial security.
Emergency Fund Planning
An emergency fund provides financial security during unexpected situations. We help clients structure emergency reserves to maintain financial stability during uncertain times.
Goal-Based Investing Support
Every investor has unique financial goals. We help clients structure investments aligned with their goals such as education, retirement, property purchase, or long-term savings.
Our complimentary services include a range of financial support sessions designed to help individuals better understand and organize their finances. These include a 30-Minute Q&A – Ask Me Anything session, Financial Health Check-up, Organizing Financial Information and Documents, Insurance Portfolio Review, Mutual Funds / Shares Portfolio Review, and Tax-Saving Review. We also provide Loan & EMI Review, a One Page Financial Blueprint, Retirement Readiness Check, FIRE (Financial Independence, Retire Early) Number Calculation, and Risk Profile Assessment to help individuals gain better clarity on their financial position and future goals.
Trusted by Families and Investors for Transparent, Disciplined, and Long-Term Wealth Management Solutions.
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Contact +91 88283 51568
S-206, 2nd Floor Upper, Raghuleela Mega Mall, Near Poisar Bus Depot, Kandivali West, Mumbai - 400067.
sohumwealth@gmail.com
Your trusted partner for Wealth Management, Mutual Funds, PMS, AIF, and GIFT City Fund solutions. Serving clients from Mumbai, India with research-driven and personalised financial services.