Madhura Gokhale — Wealth Partner, Pune
Investment guidancebuilt aroundyour goals.
Personalised investment planning, goal-based wealth creation and smart tax-saving strategies — for families and individuals who want their money to work as hard as they do.
Get a free consultation
Tell us where to reach you — Madhura calls back personally.
01 — What we do
Four disciplines. One goal — your peace of mind.
Investment Review
A forensic audit of your current holdings — what is working, what is quietly leaking returns, and what to fix first.
Fund Selection
Handpicked mutual funds matched to your risk profile, horizon and goals. Never a one-size-fits-all list.
SIP Solutions
Disciplined, automated investing that turns monthly income into long-term wealth — one step at a time.
Portfolio Reporting
Clear, jargon-free reports and real-time tracking on the Wealthy app, so you always know where you stand.
02 — Goal-based investing
Inflation eats idle savings. We map money to life.
Every rupee gets a job. We help you assign each goal a timeline, a target and an investment built to reach it.
Retirement
Retire on your terms — not your employer's timeline.
Children's Education
Fund the dream school before the dream begins.
Home Purchase
Turn years of rent receipts into keys of your own.
Emergency Fund
Six months of calm, parked and ready.
Vacation
Travel now — without borrowing from tomorrow.
Marriage
Celebrate big. Start debt-free.
03 — Investment products
One partner. Every instrument your wealth needs.
Mutual Funds
SIP or lumpsum, handpicked around your goals.
Fixed Deposits
Bank & corporate FDs for dependable stability.
Bonds & Debentures
Fixed-income securities for conservative growth.
Stocks
Gold Bonds, Pre-IPO opportunities and F&O.
PMS / AIFs
For HNIs with a higher risk appetite.
Term & Health Insurance
Secure your family's future and protect savings.
All products managed on the Wealthy app — a SEBI-registered platform trusted by 1,00,000+ investors.
04 — SIP & Lumpsum calculator
See what patience is worth.
Potential value after 12 years
₹32,22,522
Illustration only, at 12% p.a. assumed returns. Mutual fund investments are subject to market risks.
05 — Why families trust us
₹6,000 Cr+
investments executed
1,00,000+
investors onboard
30+
offices across India
SEBI
registered platform
Meet your advisor — Madhura Gokhale.
Madhura helps families and individuals achieve their financial dreams. With a client-first approach, she specialises in personalised investment planning, goal-based wealth creation and effective tax-saving strategies — backed by the Wealthy platform's research and execution engine.
"Your goals become our mandate."
06 — Begin today
The best day to start was yesterday. The next best is today.
Book a free 30-minute consultation. We will review where you stand, where you want to be, and the shortest honest route between the two.
Request a callback
Free consultation — typically confirmed within a few hours.