Excellent Wealth – AMFI Registered Mutual Fund Distributor

Grow with Mutual Funds, Live Financially Free

Turn disciplined saving into a journey of meaningful growth
and lasting financial confidence.
For Wise Savers Who Seek Direction

Transform your wealth into long-term stability through structured,
transparent, and goal-focused investing.
For Young Dreamers Taking Their First Step

Start your journey with Mutual Funds — invest early, stay consistent, and watch your dreams take shape over time.
For the Family Person Who Thinks Ahead

Secure your family’s tomorrow through thoughtful,
balanced financial solutions today.

Grow Your Savings, Unlock Financial Freedom

Turn disciplined saving into a journey of meaningful growth and lasting financial confidence.
For Wise Savers Who Seek Direction

Transform your wealth into long-term stability through structured, transparent, and goal-focused investing.
For Young Dreamers Taking Their First Step

Start early, stay consistent — build the foundation for the future you aspire to.
For the Family Person Who Thinks Ahead

Secure your family’s tomorrow through thoughtful, balanced financial solutions today.

Our Credibility

Years Experience

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Happy Clients

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Cr. AUM

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AMC Partners

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Why choose us?

Because your peace of mind matters — today, tomorrow, and for every milestone ahead.

Simplification & Uncomplication

We simplify your financial lives by handling complex tasks like investment choices with tax efficiency, letting you focus on life instead of finances with no hidden costs, no confusing language.

Personal & Accessible

We as a Financial Guide will be available to answer, adapt, modify and customize your investment strategy on an ongoing basis.

Flexible & Agile

We tailor your investments to fit your life so you have the freedom to invest, withdraw, pause and scale on your terms.

Holistic Approach

We integrate all aspects of your financial life, including investments, taxes, will/estate planning and insurance into one comprehensive strategy.

Welcome to Excellent Wealth

At Excellent Wealth, we make investing simple, personal, and impactful. Founded by Mahesh Sharma, with over 10 years of BFSI experience, we help individuals, families, and professionals turn savings into long-term wealth. From mutual funds and insurance to retirement and tax-efficient solutions, our approach is transparent, practical, and focused on your goals. Your Goal. Our Strategy. With Excellent Wealth, your financial future takes root.

Whatever your Goals be, we are here to help!

Retirement Expenses

Higher Education

New Home

Planned Health Care

Buy Expensive Items

Emergency Funds

Travel / Vacation

Starting a Business

Major Expenses

Children Wedding

Sample Portfolio Report Dashboard

Build your own Investment Dashboard with real-time financial data!
Track and monitor your transactions and portfolios by creating your goals.

What We Offer

At Excellent Wealth, our core aim is to serve our clients with dedication and integrity, meet their expectations and build enduring relationship.

Mutual Funds

A mutual fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective.

Retirement Savings

Retirement saving is a much sought and discussed subject in our time. It is said that retirement assesment is never too late though ideal if you start it at very young age.

Life Insurance

Life insurance is a contract that provides a shield against specific losses in exchange for regular premium payments.

Health Insurance

There is more to tax saving than the exemptions available on investment made by you. With right investments, you will pay the right amount of tax and know how to tax proof your income and gains.

Fixed Deposit

Fixed Deposits are one of the oldest and most common methods of investing. When it comes to assured returns, choosing the right type of savings scheme makes all the difference.

PMS/AIF

Portfolio Management Services (PMS) is a customized and professionally managed investment vehicle that uses different investment strategies to take advantage of market linked opportunities.

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TESTIMONIALS

What Clients Say

We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. May you prosper along with your clients.

Sunny Kant

I highly recommend Excellent Wealth for their exceptional services. Their team goes above and beyond to understand my unique needs and provides tailored solutions that have significantly improved my financial well-being.

Arun Mehta

Unlike most IFAs, Excellent Wealth is not sales motivated. It is a refreshing change to deal with someone not motivated by selling products which does not necessarily meet my needs. Their proactive approach to financial saving has already put me in a much stronger position. I have no problem in recommending him to my friends.

Shivam Sharma

Ready to Explore the Indian Market?

With so many different options, investing with us is simpler and more straightforward than ever before.

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How we Work?

Initial Discussion

We give you more clarity on how exactly we can help you and understand you and your financial goals better.

Plan Formulation

We create a plan with the help of information provided by you through a data collection process to create a personalized financial plan.

Plan Presentation

We give you a detailed explanation of your plan and answer any queries or doubts you may have.

Implementation

Implementing the plan and making adjustments and changes as and when necessary.

Portfolio Review

We monitor your portfolio. We provide actionable insights and reports on your portfolio about the things that really matter.

How much is it going to Cost?

It costs you nothing. We receive 0.05% to 1% brokerage fee from Mutual Fund Companies for our recommendations

We are authorized & regulated by

Start your Financial Journey with us

About Us

At Excellent Wealth, we make investing simple, personal, and impactful. Founded by Mahesh Sharma, with over 30 years of experience, we help individuals, families, and professionals turn savings into long-term wealth.

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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. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN- 341253 | Date of initial Registration: 23 Sep 2025 | Current validity: 22 Sep 2028

Grow with Mutual Funds, Live Financially Free

Turn disciplined saving into a journey of meaningful growth and lasting financial confidence.

For Wise Savers Who Seek Direction

Transform your wealth into long-term stability through structured,transparent, and goal-focused investing.

For Young Dreamers Taking Their First Step

Start your journey with Mutual Funds — invest early, stay consistent, and watch your dreams take shape over time.

For the Family Person Who Thinks Ahead

Secure your family’s tomorrow through thoughtful, balanced financial solutions today.

Grow Your Savings, Unlock Financial Freedom