About Investmind Financial Services

Your trusted partner in 'your' wealth creation journey

Our Story

Investmind Financial Services has been serving clients to manage their wealth since 2012. Founded by partners with over 25 years of experience each in the Wealth Management space, our firm is built on a foundation of expertise and client-centric values. Our partners bring in a wealth of knowledge and understanding of financial markets, having managed and led large institutions at strategic levels. Their strong background in due diligence across asset classes and deep understanding of inherent risks sets us apart in the industry.

Our Unique Strengths

Tailored Solutions

We craft investment strategies that suit each client's unique financial situation and goals.

Risk Optimization

Our approach focuses on maximizing returns while carefully managing potential risks.

Active Management

We regularly monitor and adjust portfolios to respond to market changes and opportunities.

Experienced Team

Our partners hold prestigious qualifications like CFA and CFP, bringing decades of wealth management expertise.

Market Insight

We've successfully navigated through major economic shifts, providing stability and growth for our clients.

Continuous Learning

We're committed to ongoing education and improvement to serve you better every day.

Mr. Amrit Lal

Banker

Mr. Amrit Lal is a seasoned banker with a career spanning more than 3 decades. He was with a PSU bank at a leadership position handling several departments over time. He has an expertise in Risk management, process and systems building and he has also been associated banks initiative on the wealth management space. He has a passion for training and loves to solve complicated cases. He has been a mentor to several companies and loves to interact with them on a regular basis. He loves interacting with people and loves to explore places, culture and people.

Sukrita Sethi

Economist & Policy Advisor

Sukrita Sethi is an INSEAD MBA and CFA with over 20 years of global corporate experience specializing in financial analysis, corporate communications and project management. She has worked extensively in the financial services and pharmaceuticals industry with companies such as Fidelity International, Biocon Group and Syngene International. She has also been a consultant to large corporates in establishing central management processes and review systems

Sachin Thombare

Leadership Coach

Sachin Thombare, a transformational coach with 25+ years of experience, has empowered over 15,000 people to break free from their limitations and achieve extraordinary results. As a Master Practitioner of NLP, Hypnosis, and Gestalt Therapy, Sachin specializes in helping individuals unlock their highest potential.