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A Commitment to Excellence

JDI Wealth formerly known as Wealth Plus Financial Solutions, JDI WEALTH is a premier and reputed name in the investment planning and portfolio management industry catering to discerning clients using the latest portfolio analytics and market research, from 2017 onwards. AMFI-registered mutual fund distributor, provides mutual fund services encompassing the entire portfolio of SEBI authorized asset management companies.

Our founders and managing partners are experts and credentialed CFP professionals from Financial Planning Standards Board and post graduates in Financial Management, with an expertise and experience of 15 plus years in the personal asset management domain. Deploy the latest in technology for helping our clients avail personalized investment planning and portfolio management services and have a dedicated team of professionals to provide world-class after sales service.

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What Our Customers Say

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JDI WEALTH

Ashok Panikker

Have been advised by Wealth Plus for the past two years and really appreciate the advise given over time and healthy returns gained on my investments. The staff despite turnaround have been extremely professional and helpful ably lead by Dhanya. Appreciate the support and advises without being too pushy. Keep going strong!!

SKJ Talks

I have been using their service for last 2 years. Very happy with their financial investment strategies. They help us achieve our financial goals through effective planning.

Sheena Rajan

Follow ups and portfolio are up to time. Customer Relationship is maintained neatly and communication is done as per client comfort. All over better chose

Anu Sreekumaran

Wealthplus is managing my fund since 2023 and their customer support is excellent. They are very professional team and I highly recommend them

Mahesh Baiju

I've had a very good experience with JDI wealth. Their relationship manger is very good they give good financial advice tailored to your personal goals and requirements. Also they give timely info regarding good funds to invest in. Overall im very much satisfied

Nobby Manirajan

Excellent experience with JDI Wealth Plus. Their professional advice, personalized financial planning, and consistent support have helped our family make confident financial decisions. A special thanks to Dhanya Madam, Nithya, and Kavya for their professionalism and dedicated support.

Dr. Shivadhath R P

I invest in mutual funds through JDI Wealth, and they’ve been extremely helpful and reliable in managing everything. Great experience so far, highly recommend.

suhail thajudeen

I had a great experience with JDI Wealth. Their team is professional, knowledgeable, and very supportive throughout the process. They explained everything clearly and helped me make confident financial decisions. I really appreciate their transparency and dedication to their clients. Highly recommended for anyone looking for reliable financial guidance!

Mary Merlin James

I have been a customer of JDI Wealth from the past two years. They have helped me in managing my finances over these years and it has been really helpful. My analyst Kavya has been closely in touch with me and helped me in every stage of my investment. Would definitely recommend.

aman maheendran

JDI Wealth has been extremely reliable in handling my financial planning needs. Their guidance is clear, honest, and always backed by proper analysis. The team is highly approachable and takes the time to explain every process in detail, which truly builds trust. I’m very happy with their services and the consistent updates they provide. A genuinely professional and customer-focused organization.