About Us

Company Profile

Founded in 2013, At LotusMint Wealth, we excel in managing Provident Fund and pension investments for various State Government PF Trusts in Odisha. With a team boasting over 30 years of experience in investment advisory, we are recognized as a leading mutual funds distributor in Eastern India. Our extensive asset management encompasses over Rs.700 crores across diverse asset classes. We provide tailored financial planning solutions to more than 2,500 clients and have conducted over 1,000 investor awareness programs across Eastern India to enhance financial literacy. Our advanced online platform offers comprehensive portfolio reviews and research, and our commitment to excellence has earned us the Special Jury Award for "Best Performing Financial Advisor" from the Financial Advisor Forum 2014-15 and also been awarded as India's Greatest Brand and Most Influential leader from Asia one 2023-24.

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Our Mission

Our mission as a wealth management company is to deliver objective and prudent advice to our clients and serve as their Family Wealth Guardians. We undertake extensive research to secure their wealth & strive to create the best outcomes for them in a most secured manner.

Our Vision

Our vision is to build on our core strength of creating trust & transparency in the space of financial planning through extensive New-Age technology and shape as a best-in-class wealth planner.

Our Goals

We aim to empower clients with expert financial guidance and secure strategies, ensuring their wealth is managed effectively and their financial goals are achieved with confidence and clarity.

Bibhuti Bhusan Dash

Bibhuti Bhusan Dash

Director

Our focus is on providing informed, strategic advice tailored to your financial goals, ensuring a long-term, trust-based professional relationship.

  • Over 26 Years of Experience in the financial services industry, including senior roles with major institutions like UTI, ICICI Mutual Fund, and L&T Mutual Fund.
  • Educational Qualifications lies in M.Com, LLB, and a Post Graduate Diploma in Financial Management.
  • Proven expertise in managing substantial corporate treasury funds for renowned organizations such as ITC, CESC, National Insurance, Allahabad Bank, and UCO Bank.
  • In-depth understanding of various investment instruments and strategies.
  • As a Media Contributor ,Regularly shares expert financial insights on prominent TV programs including OTV, Kalinga TV, MBC TV, and NEWS 7.
Mukesh Ku. Agrawalla

Mukesh Ku. Agrawalla

Director

Focused on delivering precise financial strategies and recommendations to meet client goals with expertise and dedication.

  • Holds an Advanced Education in Master’s degree in Finance and Control.
  • 15 Years of Experience in the financial services industry.
  • Professional Experience Held senior roles with major corporates such as Kotak, Karvy, ICICI Mutual Fund, and Franklin Templeton Mutual Fund.
  • Expertise Specializes in assessing client needs, making effective product recommendations, conducting risk analysis, and financial planning.
  • Serves as the Chief Investment Officer of the company.

Our Guarantee

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Spam-free advise guarantee

We know how much your time means to you

100% free consultation from the industry' top insurance advisor

Highly qualified team with 18+ years of experience

No mis-selling of products.

Choose what is right for you

24/7 assistance when filing a claim from our support team.

With you every step of the way

Taxation

Money Saved is Money Earned