Whether a client’s core values are Independence, Financial
freedom, Time freedom, Legacy or Contribution,
we align their financial plans to reflect those priorities. We help clients create
financial goal plans aligned with their values. We use fulfilment in life as
the compass for chalking out the Goal Plans.







B.E. (Electrical & Electronics Engineering.)
AMFI Registered Mutual Fund Distributor.
Certified Financial Planner.

M.E. (Electrical & Electronics Engineering.)
NLP Master Practitioner
Author of the Book- "Rewriting her story"

B.sc ( Bechelar of Science)
AMFI Registered Mutual Fund Distributor.

B.E. (Information Technology)






Not necessarily. We have designed the program in a way that it's completely jargon-free, our program curators use tools and techniques that are easily comprehensible. Easy for beginners learning.
Today, with the information overload, lack of basic financial education, and not having the right financial advisor by their side, people get misguided. In the coaching sessions at SubiWealth, we work closely with you to help you identify your need for wealth creation and handhold you to overcome your challenges and start your wealth creation journey mindfully.
Wealth coaching at SubiWealth combines financial education, practical money management, and mindset transformation to help you take control of your money, align your financial behaviors with your goals, and build a confident, empowered financial life — not just learn information but apply it.
Unlike traditional financial advisors who focus on products or investment management, we focus on education, behaviour change, and long-term thinking. We guide you to understand why you make financial decisions and how to create habits that support your goals.
Anyone at any stage of their financial journey — whether you’re just starting to build wealth, planning for retirement, or seeking a mindset shift around money. The program is designed to support both beginners and those who already know the basics but struggle with implementation.
No. Wealth coaching is for everyone. It's about improving your relationship with money, behaviour, and future planning — and you don’t need to be wealthy or financially literate to start.
Yes. We treat your financial information and coaching conversations with strict confidentiality and professionalism so you feel safe exploring your finances and mindset deeply.
No. we do not sell or promote financial products in our coaching sessions. Our role is to educate, empower, and coach you so you can make confident decisions.