About us
Batra Wealth
Batra Wealth is a holistic Health & Wealth Portfolio Management firm dedicated to helping individuals, families, and businesses achieve long-term prosperity and well-being. We believe real wealth is not just about money—it’s about living a healthy, balanced, and stress-free life. Our approach combines smart financial planning with a deep understanding of health and lifestyle goals, delivering personalized, transparent, and sustainable solutions.
With a client-first mindset, we focus on understanding your goals, risk appetite, life stage, and health priorities to create customized, transparent, and sustainable portfolios. At Batra Wealth, we don’t chase trends—we build futures.
Our Philosophy
At Batra Wealth, we follow three core principles:
- Clarity over complexity – Simple, easy-to-understand solutions
- Long-term vision – Sustainable growth, not short-term speculation
- Trust & transparency – Your interests always come first
We don’t believe in one-size-fits-all advice. Every portfolio is thoughtfully crafted to align with your personal and professional journey.
What We Do
We offer comprehensive solutions across wealth and health planning, including:
- Wealth Protection & Risk Planning
- Health & Wellness-linked Financial Planning
- Retirement & Goal-based Planning
- Insurance & Asset Allocation Advisory
- Family & Business Wealth Structuring
Our goal is to help you build, protect, and transfer wealth—while supporting a healthier life.
Our Mission
To empower individuals and families with smart financial decisions and healthier lifestyles, enabling them to live with confidence, security, and peace of mind.
Our Vision
To become a trusted name in integrated Health & Wealth Portfolio Management, creating lasting value across generations.
Founder’s Message
At Batra Wealth, our journey began with a simple belief: financial success has little meaning without good health and peace of mind. Over the years, I’ve seen how unplanned finances and ignored health risks can impact families and businesses alike. That inspired the creation of Batra Wealth—a firm built on trust, clarity, and long-term thinking. Our mission is not just to grow wealth, but to help people make informed decisions that support a secure and healthier life. Every client relationship is treated with responsibility, honesty, and personal attention. I invite you to partner with us and take a balanced approach toward your health, wealth, and future. — Founder, Batra Wealth
