For over 15 years, 365 Wealth & Health has been the trusted financial partner for HNIs, families, NRIs, and corporates β delivering clarity, growth, and protection in every season of life.
365 Wealth & Health Pvt Ltd was founded with a singular belief β that every Indian investor deserves world-class financial guidance, regardless of their starting point.
We are a SEBI Registered Investment Advisor (RIA) firm offering end-to-end financial services β from wealth management and insurance to NRI advisory and financial education. Our integrated approach ensures your money works harder, your family stays protected, and your legacy endures.
To democratize premium financial advisory for every Indian investor.
To be India's most trusted 360Β° wealth & health financial partner by 2030.
Fiduciary-first. Every advice is conflict-free and in your best interest.
Technology-driven insights with a human-first advisory touch.
Certified, experienced, and deeply committed to your financial success.
15+ years in wealth management. Specialises in HNI portfolio construction, retirement planning, and estate legacy.
Expert in cross-border investments, FATCA compliance, and NRE/NRO structuring for returning Indians and diaspora.
IRDA licensed with 12 years of experience in life, health, and corporate insurance structuring for families and businesses.
Every advisor at 365 Wealth & Health carries the highest certifications in the Indian financial services industry.
Registered Investment Advisor under SEBI (Investment Advisers) Regulations, 2013.
Association of Mutual Funds in India certified distributor & advisor.
Insurance Regulatory and Development Authority licensed insurance advisors.
Fully compliant with FATCA/CRS regulations for NRI and cross-border advisory.
Book a free 30-minute discovery call with our team. No commitment β just honest, expert guidance.