# Bodhi Wealth Management

Bodhi Wealth Management is a Bank / Wealth / Trust based in Noida, India.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Noida, India
- **Region:** Asia
- **Address:** Noida, India
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** bodhiwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/bodhi-llc

## Regulatory record

- **Reports private funds:** No

## About

Bodhi Wealth Management is a wealth management firm based in Noida, India. It focuses on wealth management services in the Asia region.

## Sectors

- Wealth Management
- Financial Services

## 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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Last updated: 2026-06-03T20:00:00.000Z

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