India's Leading Holistic Wealth Firm

Best Holistic Wealth Management in Mumbai | Achieve Financial Freedom

We help manage all your wealth — Happiness, Business, Health & Money — on one single platform through our holistic wealth management approach. AS WE ARE A LIFE MALL.

Discover Our Story → Get Started Free

Holistic Relationship Coaching

Strengthen Every Relationship in Your Life

No need for a separate Psychologist or Relationship Counsellor — we combine emotional fitness with holistic healing on one platform.

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Holistic Financial Coaching & Advisory

A Dream Written Down With a Date Becomes a Goal

Scientific Financial Planning | Awaken the Financial Genius in You. Life of Financial Freedom is achieved only when all your wealth types are in sync.

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Holistic Business Coaching & Consulting Services

We Help Our Clients Grow and Succeed

We are a Relationship and Execution oriented SuperMall — Business Consulting cum Financial Planning Advisory Firm for Emerging Corporates & SMEs.

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Holistic Health Coaching

Your Health is Your Greatest Wealth

Corporate sessions for preventive health care — Stress Management, Yoga, Meditation, Pranayam, AyurVedic & Holistic Health Advisory Services.

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🫂Holistic Relationship CoachingClick Here 📊Holistic Financial Coaching & AdvisoryClick Here 💼Holistic Business Coaching & ConsultingClick Here 🏥Holistic Health CoachingClick Here 🧘Spiritual & Emotional Health ConsultingClick Here

15+Years of Excellence

Welcome To Wealth Doctors

Best Holistic Wealth Management Solutions in Mumbai & Financial Planning Advisory

Wealth Doctors is a Training cum Management Consulting cum Financial Planning boutique Firm which provides holistic wealth management dealing with Complete Wealth of Human Needs — whether it is Life Wealth, Money Wealth, Relationship Wealth, Health Wealth and Understanding the Self Wealth which has a strange link with All these Wealth of life.

We help people solve and achieve their Life Challenges — Relationship, Health, Finance and Business Challenges through our holistic wealth management Advisory Services.

🏥 Health Wealth 💰 Financial Wealth 🤝 Relationship Wealth 🧠 Emotional Wealth 💼 Business Wealth 🧘 Spiritual Wealth

"Life of Financial freedom is achieved only when there is a Sync between social (Relationship) Wealth, Emotional Wealth, Health Wealth, Business Wealth and Financial Wealth."

About Us → Get in Touch

500+

Happy Clients & Families

15+

Years of Experience

100+

Seminars Conducted

5

Services Offered

What We Offer

Our Holistic Services

No need for separate Financial Advisor, Doctor, Psychologist, Relationship Counsellor, Business Consultant, Spiritual Guide — We offer complete holistic wealth management on one platform.

🫂 Relationship

Holistic Relationship Coaching

Counselling centre catering to psychiatric, emotional and behavioural concerns. Combining contemporary science with traditional Indian integrative mind philosophies for holistic solutions.

Explore Service →

🏥 Health

Holistic Health Coaching

Corporate sessions for preventive health care covering Stress Management Counselling, Holistic Health Advice, Yoga, Meditation, Pranayam and drug-free treatments.

Explore Service →

💹 Financial

Holistic Financial Coaching & Advisory Services

Wealth Doctors Financial Planning Advisory Services — "A DREAM Written Down With A DATE Becomes A GOAL." Scientific approach to Financial Planning. Awaken the Financial Genius in You.

Explore Service →

💼 Business

Holistic Business Coaching & Consulting Services

Relationship and Execution oriented SuperMall for Emerging Corporates/SMEs. Helping you make the RIGHT decisions — sustaining and growing your business strategically.

Explore Service →

🧘 Spiritual

Holistic Spiritual & Emotional Health Consulting Services

Spiritual and emotional wellness consulting combining ancient Indian wisdom, meditation, mindfulness and holistic healing practices for inner peace and emotional resilience.

Explore Service →

What Our Clients Say

Client Testimonials

See how our holistic wealth management approach has transformed our clients' lives.

★★★★★

First time, when Team Wealth Doctors met me in my clinic that time I realise, I was lacking in proper financial and investment planning, keeping my age (53 yrs) In mind, so without delay, I joined with Mr Shoumya and His Wealth Doctors Team. Now, I am satisfied with their proper realistic guidance and given me a sense of direction towards my retirement life and other Goals.

K

Dr Kiran T. Chaudhari

Airoli, Mumbai

★★★★★

I am a doctor, so couldn't find time for insurance and proper investments. The insurance policies which were allotted to me were insufficient, disproportionate and not suitable to my needs. Today with Wealth Doctors financial firm by my side I am sure that I am headed in right direction.

K

Dr Krishnakumar Dinde

Airoli, Mumbai

★★★★★

I was very depressed plus full of anxiety and fear when I approached Team Wealth Doctors. After taking his drug-free treatment for depression and other therapies for anxiety, today I am a confident man enjoying life. I am more efficient with my patients now.

M

Dr. Madhav

Mumbai

★★★★★

I had a volatile temper, was very depressed, and was on the verge of committing suicide. Team Wealth Doctors helped me out overcome my weak areas and really helped me figure out what I need to do in my life. Their spiritually integrated approach adds new dimension to my life.

R

Rajesh Wani

IT Professional, Mumbai

Watch & Learn

Our Educational Videos

🎬 One Idiot

💰 Bachat Nivesh Badhat — IDFC

📈 Consequence of Delay in Investing — Franklin Templeton

Local Presence

Best Holistic Wealth Management Services Across Key Locations

We proudly provide expert holistic wealth management to individuals and businesses across the following key locations:

📍 Mumbai 📍 Karjat 📍 Raigad 📍 Neral 📍 Airoli 📍 Surat

Whether you are in Mumbai or Karjat, our holistic wealth management solutions bring expert financial, health, and relationship coaching directly to your doorstep.

Frequently Asked Questions

Holistic Wealth Management FAQs

What is holistic wealth management?

Holistic wealth management at Wealth Doctors covers financial planning, health, relationship, business, and spiritual well-being, ensuring all aspects of your life are in sync for true financial freedom.

Do you offer holistic wealth management services in Mumbai and Karjat?

Yes, Wealth Doctors proudly serves clients in Mumbai, Karjat, Raigad, Surat, Neral, Airoli, and surrounding areas with comprehensive holistic wealth management and coaching services.

How can I book a financial health check-up?

You can book a free financial health check-up as part of our holistic wealth management services by visiting our Contact Us page or calling us at +91-70213 29241.

About Wealth Doctors

Welcome To Wealth Doctors

Best Holistic Wealth Management Solutions in Mumbai & Financial Planning Advisory

We help people solve and achieve their Life Challenges — Relationship, Health, Finance and Business Challenges through Our Holistic Management Solutions Advisory Services.

No need of separate Financial advisor, Doctor, Psychologist, Relationship Counsellor, Business Consultant, Spiritual Guide — partner with us to reduce your cost and enjoy the life of financial & stress free freedom.

Training & Management ConsultingFinancial Planning AdvisoryHolistic Life Coaching

Our Foundation

🎯

Our Vision

🚀

Our Mission

💎

Core Values

To become a leading Management Consulting cum Financial Planning Advisory Firm rooted in the true spirit of Indian tradition, values & trust
With a Focus of 1000 Clients — optimize the long-term performance of our client's financial assets and help them achieve all short term and Long Term Goals
Contribute constructively towards development and growth of emerging corporate/SMEs
To Help 20 lakh Family to have ABUNDANCE Of Money, ABUNDANCE of Happiness, ABUNDANCE of Relationship, ABUNDANCE of Health Through our Life Cycle Planning Process By 2030

Human Touch based Relationship services high on customer care
Constant up-gradation of technology for better products and services
Maintenance of high quality asset portfolio
Entrepreneurship development and supporting every viable endeavour from MSME sector
Human Resource development and talent-grooming
Cost-consciousness and efficiency in administration
High standard of corporate governance and excellence in management practices

Give more than what we take
Passion to Make a Difference in Our Customers Life and his Surroundings
Fairness and transparency in dealings
Honesty and Integrity in all actions
Passion in work commitments — Deliver what is promised
Speed in decision-making
We believe in Quality Holistic Services and Life Long Relationships

Guidance & Mentorship

Advisory Board

Our distinguished advisors bring decades of leadership and industry expertise to shape our holistic wealth vision.

S

Mr. Sandeep Mankame

MD, US Holidays

S

Mr. Satyabrata Patnaik

MD, Dalwin

K

Dr. Kiran Chaudhary

Medical Advisor

B

Dr. Bhagwat Mane

Medical Advisor

The People Behind Wealth Doctors

Our Team

Meet the dedicated professionals delivering holistic solutions across finance, health, relationships and business.

S

Mr. Shoumya Swaarup Patnaik

B.E, MBA (Hr/Fin) — Founder

M

Mrs. Milina

B.E (IT), Educator & Counselor

P

Mrs. Poonam Khirnar

Marriage, Child & Legal Counsellor

C

Dr. Chandramohan Shetty

Medical & Wellness Expert

L

Mr. Lazarus Dias

Business Consultant

S

Mr. Sanjay Mathur

Business Consultant

500+

Happy Clients

15+

Years Experience

100+

Seminars Held

5

Holistic Services

Our Services

Complete Holistic Solutions

All Services Under One Roof

We are a LIFE MALL — your complete partner for Financial, Health, Relationship, Spiritual & Business prosperity.

🫂 Relationship

Holistic Relationship Coaching

Psychiatric, emotional and behavioural counselling using modern science + traditional Indian integrative mind philosophies.

Explore Service →

🏥 Health

Holistic Health Coaching

Preventive health care through Stress Management, Yoga, Meditation, Pranayam, Holistic health advice.

Explore Service →

💹 Financial

Holistic Financial Coaching & Advisory Services

Scientific, goal-based Financial Planning. A DREAM with a DATE becomes a GOAL.

Explore Service →

💼 Business

Holistic Business Coaching & Consulting Services

A Relationship and Execution oriented SuperMall for Emerging Corporates & SMEs.

Explore Service →

🧘 Spiritual

Holistic Spiritual & Emotional Health Consulting Services

Ancient Indian wisdom, meditation, mindfulness and holistic healing for inner peace and emotional resilience.

Explore Service →

Holistic Relationship Coaching

"Problems don't disappear, we need to make an effort to solve them"

Wealth Doctors Holistic Relationship Coaching

Wealth Doctors counselling centre caters to psychiatric, emotional and behavioural concerns in individuals. We believe that emotional fitness is the first step to self-actualization.

Our Relationship Coaching Services

🧠

Emotional Counselling

Individual therapy for emotional & psychological well-being

👫

Marriage Counselling

Strengthening couple relationships and family bonds

👶

Child & Teen Therapy

Behavioural and developmental support for young minds

🏢

Corporate Counselling

Workplace stress and employee relationship management

🌿

Drug-free Treatments

Holistic therapies for depression, anxiety, stress

📚

Mind Philosophy

Integration of traditional Indian wisdom with modern science

Why Choose Us?

Combine modern psychiatric treatments with effective psychotherapies
Extend help to people from all walks of life
Philosophy based on better and happy living
Drug-free treatments for depression and anxiety disorders
Integration with financial & health planning for holistic outcomes

Book a Consultation →

Holistic Health Coaching

Your Health is Your Greatest Wealth — Preventive, Holistic & Drug-free Approach

Corporate Sessions for Preventive Health Care

🧘

Stress Management

Counselling & practical sessions for stress relief

🌿

Holistic Health Advice

Modern Day Treatment, AyurVedic, Homeopathy, Unani etc.

🪷

Yoga & Meditation

Stress Management through Yoga, Meditation, Pranayam

📋

Habit Planning

Habits that stop growth in Money, Relationship and Health

💊

Drug-free Therapies

Natural treatments for depression, anxiety and lifestyle disorders

🍎

Nutrition & Wellness

Diet planning and lifestyle modification for optimal health

Health Services We Offer

Stress Management Counselling for individuals and corporates
Holistic health advice combining Modern, AyurVedic, Homeopathy & Unani
Yoga, Meditation and Pranayam sessions
Drug-free treatment for depression and anxiety
Corporate health awareness workshops and seminars
Nutrition counselling and lifestyle modification

Book a Health Consultation →

Holistic Financial Coaching & Advisory Services

"A DREAM Written Down With A DATE Becomes A GOAL. A GOAL Broken Down Into STEPS Becomes A PLAN."

WEALTH DOCTOR FINANCIAL COACHING & ADVISORY SERVICES

"Awaken the Financial Genius Lies Within You"

Our Financial Coaching Offerings

📊

Goal-Based Financial Planning

Systematic planning aligned to your life goals

🛡️

Risk Management & Insurance

Right coverage at the right cost for protection

📈

Investment Advisory

Mutual Funds, Equities, SIP and wealth creation

🏦

Retirement Planning

Secure and abundant retirement through life cycle planning

🏠

Real Estate Advisory

Property investment strategies for long-term wealth

📝

Tax Planning

Efficient tax planning and wealth maximisation strategies

Why Financial Coaching Matters

Life of Financial freedom is achieved only when all wealth types are in sync
A PLAN Backed by ACTIONS makes your DREAM Come True
Scientific approach to investment and wealth building
Proper realistic guidance for retirement and long-term goals
Insurance review and gap analysis — right policies at right cost
Comprehensive Financial Health Check-up

Get Your Free Financial Health Check-Up →

Holistic Business Coaching & Consulting Services

Sustaining Your Business, Helping you make the RIGHT decisions

Holistic Business Solutions — Sustaining Your Business

We are a Relationship and Execution oriented SuperMall (Business consulting cum Financial Planning Advisory firm) for Emerging Corporates/SMEs.

Our Business Consulting Services

🎯

Business Strategy

Strategic planning and execution for sustainable growth

💰

Financial Advisory

Business financial planning and funding guidance

👥

HR Consulting

Human resource development and talent grooming

📱

Digital Transformation

Technology adoption for business modernisation

📊

Performance Management

KPI setting and business performance optimisation

🤝

MSME Support

Entrepreneurship development and MSME sector support

Who We Serve

Emerging Corporates and SMEs seeking strategic direction
Entrepreneurs looking to build sustainable business models
MSME sector businesses needing financial and management support
Family businesses planning succession and expansion
Startups requiring mentorship and business planning

Schedule a Business Consultation →

Holistic Spiritual & Emotional Health Consulting Services

"When the mind is still, the universe reveals its secrets"

Holistic Spiritual & Emotional Health Consulting

Wealth Doctors Holistic Spiritual & Emotional Health Consulting Services help individuals discover inner peace, emotional resilience and spiritual growth. We believe that true wealth begins from within.

Our Spiritual & Emotional Health Services

🧘

Meditation & Mindfulness

Guided meditation and mindfulness practices for inner peace

🕊️

Spiritual Counselling

Discovering purpose, meaning and spiritual direction in life

💫

Emotional Healing

Healing emotional wounds and building emotional resilience

📿

Chakra & Energy Healing

Ancient Indian energy healing practices for balance

🔮

Self-Discovery Programs

Understanding the Self — the foundation of all true wealth

🌿

Stress & Anxiety Release

Drug-free spiritual and emotional techniques for lasting relief

Why Spiritual & Emotional Health?

Spiritual and emotional health is the foundation of all other wealth dimensions
Ancient Indian wisdom combined with modern psychological approaches
Understanding the Self Wealth — the missing link in holistic well-being
Drug-free, natural approach to emotional healing and spiritual growth
Integration with Relationship, Health, Business and Financial coaching
Corporate sessions on mindfulness, emotional intelligence and spiritual leadership

Begin Your Spiritual Journey →

Our Seminars

Learn, Grow, Prosper

Free Investor Awareness Programs

FREE

Basic Investment Course

What is Money & Wealth, Mind blocks, Expenses, Inflation, Savings vs Investment, Risk vs Loss, Types of Investments, Asset vs Liabilities.

Register Now →

WORKSHOP

Financial Health Check-Up Workshop

Interactive workshop to assess your current financial health, identify gaps and create a personalised roadmap.

Register Now →

CORPORATE

Stress Management & Wellness Seminar

Corporate wellness seminar covering Stress Management, Yoga, Meditation and building habits for holistic wealth.

Register Now →

Seminar Highlights

🎬 One Idiot

💰 Bachat Nivesh Badhat — IDFC

📈 Consequence of Delay in Investing — Franklin Templeton

Downloads

Free Resources

Download Our Resources

📄

Financial Health Check-Up Form

Assess your current financial health with our comprehensive evaluation form.

📥 Download PDF

📊

Goal Planning Worksheet

Turn your dreams into actionable goals with our step-by-step planning worksheet.

📥 Download PDF

📋

Wealth Doctors Services Brochure

Complete overview of all our holistic wealth management services.

📥 Download PDF

🛡️

Insurance Needs Analysis Guide

Understand how much insurance coverage you really need for your family.

📥 Download PDF

🧘

Stress Management Guide

Practical techniques for stress management, meditation and holistic wellness.

📥 Download PDF

🏢

SME Business Planning Template

Comprehensive business planning template for emerging corporates and SMEs.

📥 Download PDF

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Contact Details

🏢

WealthDoctors & NJWealth Office

Office No: 25, RajaBaug Society, Survey No-44,45, Near Neral Market & Matheran Hill Station Phatak, Taluka - Karjat, Raigad

🏢

NJ Wealth

Block No. 901 & 902, 6th Floor, 'B' Tower, Udhna Udyog Nagar Sangh Commercial Complex, Central Road No. 10, Udhna, Surat – 394210, Gujarat

📱

Mobile

+91-70213 29241

📧

Email

[email protected]

⏰

Office Hours

Monday – Saturday: 10:00 AM – 7:00 PM

Sunday: By Appointment Only

📍 Near Neral Market, Karjat, Raigad
Near Matheran Hill Station Phatak

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