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Bodhi Wealth Management
Bodhi Wealth Management is a Noida-headquartered boutique wealth advisory firm serving India's executives and families through independent portfolio mandates.
Overview
Bodhi Wealth Management is a wealth management firm based in Noida, India. It focuses on wealth management services in the Asia region.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
Location
Region
Asia
Country
India
City
Noida
Corporate office
Noida, India
Sector focus
Frequently asked questions
What services does Bodhi Wealth Management provide?
The firm manages client portfolios across Indian equities, mutual funds, fixed-income instruments, and insurance products. Its model centers on advisory-led distribution rather than pooled fund management, matching an Indian wealth-management pattern where fiduciaries earn through planning fees and product trails.
Is Bodhi Wealth Management regulated in India?
Public records do not confirm a SEBI Registered Investment Adviser (RIA) license or a corporate-agent registration. Indian wealth firms often operate under distributor or agent structures; the specific registration status for Bodhi is not disclosed in available public filings or firm materials.
What is Bodhi Wealth Management's geographic focus?
Its client base and operations concentrate on Noida and the Delhi NCR region in northern India. The firm is not known to maintain offices or serve clients outside India.
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