About Us

At So’Hum WealtH we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from inception. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.

I, Mahendra Ashtekar , an Electronics Engineer(B.E.) from Mumbai University & Post Graduate degree in Masters In Management Studies (MMS-MBA) from Jamnalal Bajaj Institute of Management Studies(JBIMS),having a seasoned corporate experience of more than a decade & half in sales, marketing ,finance ,operations ,product & category in Electonics,Retail,SCM ,E-commerce industries at senior & General Management Levels. Pursuing Chartered Wealth Management(CWM),an advisory License from American Academy of Financial Management(AAFM) which is globally accredited. Currently we are managing around 100+ clients globally. We offer personalised financial planning and wealth management services as we strongly believe that like you, your financial needs and aspirations are also unique and that needs to be addressed correctly. Designing, implementation and review are fundamental to all the services that we offer. To us all our relationships with clients are long term – forever. We consider our clients as an extended family.

As time went by we have emphasised our focus on technology and ease of access of services at fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that needs to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith on us. We value that above everything.

Purpose: To help people achieve their financial dreams, goals, freedom peacefully....

Vision: Want to spread financial (WHealth) literacy to 1M+ people across the globe world by 2025.

Mission: Catering to 200+ families for wealth creation, protection and management by 2025.

Values: Staying ethical, unbiased, loyal and putting client's interest first always.

Staying ethical, unbiased, loyal and putting client's interest first always.