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Feeling Lost with SIPs, Taxes & Goals? Talk to our Mutual Funds Experts and let us take care of it.

Invest with confidence

We have done it before

Collective team experience

30+ years

Managing

75+crores

CLIENTS

600+

AWARDS WON

14

Investments are in your name You are in complete control

Investment

With your OTP approval, your
money goes from your ba
nk
to mutual funds directly

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Rebalance

We send you rebalance link.
Upon your OTP approval, your
investment gets adjusted

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Withdrawal

Withdrawal partial or full. Money gets deposited in your bank account directly in 2-3 days.


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Our Services

Investment


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Loans


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Risk Cover


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Financial Calculators


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SIP Calculator


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Lumpsum Calculator


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Retirement Calculator


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Education Calculator


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Wedding Calculator


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Dream Vacation Calculator


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MF CEO Interviews

Some words from our clients

Shubhangi Sharma

""

"I have had very practical and poignant discussions with Sudhir who took time to understand my financial goals and risk profile and recommend financial investments accordingly. Building a trustworthy relation with client is extremely important. Thank you Sudhir for your advice and more importantly for being a patient listener who is available to answer any finance related questions."

Atul Gadre

""

"A highly skilled and professional to the core, offering financial planning services. A patient listener to your requirements and views, has up to date market knowledge, provides illustrations in a very simple and easy to understand formats, a sincere, fair, and balanced approach in sharing overall picture. Keep it up! I wish team Brew wealth all the very best in the years to come. "

Sravani M

""

"Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Sudhir had this and more. His dedication to clients and business excellence sets him apart and I would highly recommend him to anyone wanting to achieve better financial outcomes."

Parul Kohli

""

"I got in touch with Sudhir from brewwealth for financial planning and he guided us end to end. I was thinking from long to start investing in the future but never got a direction from where to start. Sudhir really provided us with great guidance. He builds friendly relationships with clients and a patient listener. I would highly recommend him. Thanks Sudhir."

Abhinav Jha

""

"Excellent company with a professional way of approaching financial planning. Highly recommended to anyone who has lack of time to track his/her portfolio. "

Ranjana Chhabra

""

"Thanks to Sudhir, we have a clear path in achieving our financial goals and now we feel more confident and in control of our family's finance. "

Lalit Shaiwale

""

"Sudhir has a good knowledge about financial goal planning. Coupled with his passion for customer satisfaction the combination is very beneficial for his clients. I will recommend Sudhir for any financial goal planning. "

Our Blog

Why Brew Wealth?

How are you different from Groww, Coin ?

We are better. In do-it-yourself direct platforms like Groww or Coin, you are deciding among 1800+ funds, invest & manage. With us, our team of experts do the research, build , rebalance & strive to generate market beating returns. You just pick a basket and invest.


What happens if Brew Wealth shuts down ?

Absolutely nothing to worry. When you invest with us, your money gets invested directly with mutual fund houses under your name. Anytime you want to withdraw, you can do from mutual fund houses directly even if we are not around.


What are your fees ?

Mutual fund houses incurs
costs to manage a fund and
these costs are charged to you
as a fund management
charge. They share a portion of
that with us. 
There are no other charges.


How do you approach investment planning?

We create personalized, goal-driven portfolios based on your risk tolerance and timeline. Our focus is on long-term growth through diversified, evidence-based strategies—not market timing or trends.


Free Training Sessions

Direct vs Regular

Are Direct Mutual Funds Cheaper? Why?

The answer is ‘Yes’. Because you have to do it on your own by investing your time & effort.

Investing is not a rocket science. Anyone can do it on their own.

Most investors may think they know everything but chances are they don’t. They are expert in their own field, may not be in managing their investment portfolio.

In long-term investing, professional help is not required.

Nothing is permanent. Investment portfolio and market forces are also dynamic. Situations change. Decisions change. Constant reviews are important. Not doing anything is also a decision.

HNIs manage their own portfolio.

Most HNIs hire / work with professionals and focus on their core activity which compensates them more for their time & effort.      *If portfolio size is small, costs are also insignificant



Investors who have time should manage their own portfolio.

After a while, most DIY investors lose interest & enthusiasm to review the portfolio regularly which is essential for optimum results.

Media and internet provides all the information and tools to manage one’s own portfolio

Yes, it does. More than it does, it confuses.

It is easy to execute transactions. Everything is online. Help is not needed.

Yes, it is easy. But investing is not just about transacting. Also, imagine you being on a holiday or in an emergency. It could be quite a hassle then.

Capital gain reports can easily be downloaded from any software.

Yes. However, to ensure that all transactions are captured requires careful evaluation. It is not about reports, it is about perfect reports that you can trust.

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