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Yamini Laxmipathi | Anahata Wealth | BangaloreYamini Laxmipathi | Anahata Wealth | Bangalore

Yamini Laxmipathi

Anahata Wealth•Bangalore,KA
Nagarjuna premier, JP Nagar 6th phase,
Bangalore, KA, 560078
Nagarjuna premier, JP Nagar 6th phase, Bangalore, KA, 560078
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About

Yamini is a Chartered Accountant with over two decades of experience spanning across domains of audit, banking, automation, and analytics. She has helped organizations strengthen governance by building robust controls, improving processes and systems, and bringing transparency and stability to complex financial environments. She is now focused on wealth management, partnering with families to design their financial blueprint with confidence and clarity. Her work centers on enabling individuals to achieve financial independence through disciplined, sustainable financial habits. Beyond her professional pursuits, Yamini actively contributes to youth education and volunteers with organizations dedicated to promoting universal peace and brotherhood.

Practice at a glance

20
Years of Experience
10
Families Served
--
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families
Language Spoken:Hindi, Tamil, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CA – Chartered Accountant

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-355753

IRDAI Licensed Insurance Agent (Life)

55816G

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Global Investing
Life Insurance
Mutual Funds
PMS
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with Yamini Laxmipathi.

Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Financial Wellbeing Workshop