Bright Wealth
Plan. Invest. Grow with Confidence
AMFI-registered Mutual Fund Distributor helping individuals and families build wealth with tailored portfolios, goal-based investing, and ongoing support.
AMFI Registered
Goal-based Plans
Periodic Reviews
AMFI-Registered
SEBI-Compliant Processes
Your Partner in Wealth Creation
Resident & NRI Support
Advisory & Services
Everything you need to invest confidently, stay on track, and achieve your goals.
Goal-based Investing
Map investments to goals like education, home, and retirement. SIP & lumpsum strategies aligned to your horizon.
Portfolio Review
Quarterly reviews, rebalancing, and tax-aware optimization. Consolidated reporting across AMCs.
Tax & Risk Planning
ELSS, debt allocation, and risk profiling to match your comfort while targeting outcomes.
How It Works
Simple, transparent, and built around you.
1
Discover
Free consultation to understand goals, timelines, and risk profile.
2
Plan
Personalized allocation across equity, debt, and hybrid funds.
3
Invest
Paperless onboarding and SIP/lumpsum setup with top AMCs.
4
Review
Periodic reviews and rebalancing to keep you on track.
Ready to start your wealth journey?
Book a free 30-minute call to get a personalized plan.
Get Free Consultation
Fill the form and I’ll reach out within 24 hours.
Tell me about you
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+91 98661 99337
support@brightwealth.in
www.brightwealth.in
Bengaluru, India
Why Choose Me
Personalized, goal-first planning
Regular performance reviews
Transparent & Ethical Advice
Research-Backed Investment Strategies
Dedicated Relationship Management
Seamless Digital Onboarding
Support for families & NRIs