Our Profile
Wisdom Money is a passion project of ours, our endeavour is to be “Your Doorway to Financial Freedom.” That’s not just a tagline; it’s our commitment to you. We wanted to create something special, something that helps you grow your wealth and achieve your dreams. It’s like having your money work for you while you focus on living your best life.
We have a combined expertise of over 35+ years in Investment Services, we manage clients worldwide. We’re here to provide you with top-notch investor services coupled with a secure digital portal & mobile app to keep tabs on your portfolio. So, sit back, relax, and let us take care of your financial growth with wisdom and a whole lot of expertise!
We’ve got all the credentials too! Certified by AMFI, NISM, APMI and proud members of the MFU (Mutual Fund Utilities) Family.
Theja Mohan is the driving force behind Wisdom Money, with 20+ years of invaluable experience in Banking & Wealth Management sector, he brings a wealth of knowledge and expertise to the table.
His last corporate stint was with Kotak Mahindra Bank. He worked as Vice President & National Product Manager – Investments @ Mumbai Corporate Office managing the Kotak Bank’s entire Retail Mass Affluent segment AUM (Assets under Management) of INR 15,000 crs as a Product Manager. The AUM included Mutual Funds & Alternate Investments. Prior to this role he has worked in the Investment Research Team of Kotak Mahindra Bank in Mumbai as a part of the Central Product Team & as a Senior Portfolio Advisor.
He also has vast experience having worked in ING Vysya Bank, HSBC & ICICI Bank in the roles of Area Head-Wealth Management, Senior Financial Planning Manager & Private Banking RM.
He was selected in the Top 100 Employees of Kotak Mahindra Bank in the year 2019-20 under Young Leaders Council to be groomed for Senior Roles in the Bank but his passion to make people achieve Financial Freedom drove him to start Wisdom Money..
His journey towards becoming a trusted financial distributor began with a solid educational foundation. He has done his PGDBM from SDM-IMD, Mysore and has completed CAIIB (Certified Associate of Indian Institute of Bankers) & (AIWM) Award in International Wealth Management – Moody’s. His academic background laid the groundwork for his successful career, enabling him to understand the complexities of financial management at a profound level.
His 20+ years in Wealth Management industry have provided him with an extensive network of resources, a deep understanding of financial markets, market dynamics , market cycles, and the insights needed to make sound financial decisions.
” An Investment In Knowledge Pays The Best Interest. “
-Benjamin Franklin
Shraddha S Shetty, Co-Founder of Wisdom Money brings a unique blend of experience from the Banking, Insurance & Teaching industries. She has worked in ICICI Bank, Max New York Life Insurance Company, ING Vysya Bank as a Manager & also as a Marketing Faculty in Khar Education Society, Mumbai with over 15 years of experience. Her educational foundation is M.com & (AIWM) Award in International Wealth Management – Moody’s.
Her diverse background provides a fresh perspective on financial planning with emphasis on unparallel customer service combined with unmatched backend operations efficiency. With a passion for financial empowerment and a focus on women's financial independence, she is committed to helping individuals, families and businesses secure their financial future. Her vision is to bridge the gender gap in financial literacy and promote financial well-being for all. She is a valuable contributor to Wisdom Money’s mission of financial empowerment.
AMFI registered Mutual fund Distributor
ARN - 265075
Date of initial registration: 28/02/2023
Current validity: 08/02/2029
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. We are not a Registered Investment Advisor and we do not charge any fee to our clients.
