Business and Financial Consultancy Services
An advisory-led approach empowering individuals and businesses with strategic financial insights for sustainable growth.
About Medha
Founded by a Banking veteran with 30+ years of service in the Banking sector and a Certified Corporate Trainer, with expertise in managing critical banking domains including State / Central Government Projects, e-Governance & e-Commerce Projects, Internal Audits & Compliance, Government Business Operations, Insurance and Mutual Fund Services etc., Medha aims to empower entrepreneurs, individuals, and institutions by providing expert advice and practical assistance that strengthens their journey toward success.
Medha helps you identify improvement opportunities, offers strategic guidance, and ensures that your processes run smoothly and efficiently to achieve your goals.
Our Vision
"सिद्धये समर्पिताः"
Dedicated to accomplishment, Committed to perfection and success.....
We strive to emerge as a leading force in transforming financial well-being and civic empowerment by providing accessible, ethical, and reliable services to individuals, families, and MSMEs. We envision a future where every citizen—regardless of their background—can make informed financial decisions, avail essential services with ease, and build a secure, prosperous life with confidence.
Our Mission
Medha Business Consultants is dedicated to delivering comprehensive and personalized solutions in financial services and citizen-centric needs. Our mission is to:
- Empower individuals and small businesses by offering responsible and transparent assistance in availing loans and advances.
- Promote financial literacy and inclusion by guiding clients through insurance and investment planning.
- Maintain the highest standards of integrity, professionalism, and customer care, fostering long-term relationships based on trust and performance.
Our Services
Tailor-made solutions are provided to suit the requirements of individuals of salaried and business segment.
- Retirement Planning
- Business Planning
- Project Reports for Bank Loans
- Business Proposals for Startups & MSMEs
- Internal Audit & Control Systems
- Documentation Support & Compliance
- Document Translation
- Housing loans, Property loans, Personal and Business loans
- General Insurance
- Life Insurance
- Health Insurance
- Mutual Funds
Retirement Planning
Planning for retirement means safeguarding your future against multiple challenges: long life spans, soaring medical costs and steadily rising prices. Without a robust plan, a modest savings corpus can quickly lose its value, leaving you vulnerable in later years. By systematically investing in pension and savings instruments, accounting for inflation and health-care expenses, and building a diversified portfolio, you create a retirement corpus that can sustain your lifestyle even decades after retirement. With discipline and foresight, retirement planning ensures financial independence, peace of mind and dignity — enabling you to enjoy your golden years without worry.
We, at Medha provide advisory support to suit your profile.
General Insurance
A wide spectrum of General Insurance products presented by National Insurance Co Ltd, the leading Geneneral Insurance Company fully owned by Govt of India, to suit your requirements.
- Motor Insurance (Two-wheeler, Personal, Commercial and Special Vehicles)
- Marine Insurance
- Home Insurance
- Fire & Special Perils Insurance
- Personal Accident Insurance
- Shopkeepers’ Insurance
- Employee Compensation Insurance
- Crop Insurance
- Travel Insurance
- Rural Insurance
- Teachers’ Insurance
- Mediclaim Insurance
Life Insurance
Life insurance from ICICI Prudential is more than a policy—it is a heartfelt promise that your care will continue even when you are not around. It reflects the dreams you have for your children and the hope you carry for their bright future. Our wide range of protection and savings plans helps ensure that your family never faces financial hardship. It secures your spouse’s comfort, your children’s education, and your family’s long-term stability. Even in uncertain times, this protection gives you the confidence to live life more freely. It is a shield that guards the people who depend on you the most. Every premium you pay becomes an expression of love, responsibility, and commitment. In the end, life insurance becomes one of the greatest gifts you can leave behind—security, dignity, and peace of mind for your family. We provide
- Term Insurance
- Term Insurance with Returns
- ULIP (Unit Linked Insurance Plans)
- ULIP with Capital Guarantee
- Child Plans
- Guaranteed Return Plans
- Retirement & Pension Plans
- Savings & Endowment Plans
Health Insurance
The rising medical costs and an ever-increasing number of diseases make Health Insurance a necessity. While doing your financial planning, you should always add a Health Insurance plan to your list. Star Health Insurance plans are crafted to help you avoid medical debt and lead a healthy lifestyle. Cashless Claims available across India, with 14000+ Network Hospitals. Our clients can avail the privileges of
- Individual Plans
- Family Floater Plans
- Senior Citizen Plans
- Cancer Care
- Hospitalisation Expenses
- Pre & Post-Hospitalisation
- Day Care Treatment
- Domiciliary Hospitalization
- Organ Donor Expenses
- Road Traffic Accident Cover
- Maternity Cover
- AYUSH Cover
- Health Check-up
- Automatic Restoration
Mutual Funds
With a variety of products, mutual funds are designed to cater to different financial objectives and requirements. Since people invest for different reasons – such as retirement, children’s education or marriage, buying a house, and more – the products they need are also different.
Medha provides
| Debt | Equity | Hybrid | Liquid Funds | Income | Growth | Tax Saver Funds | Pension | Capital Protection | Fixed Maturity Funds | Childrens’ Benefit Funds | Retirement Benefit Funds | Lumpsum Investments | Systematic Investment Plans | Systematic Transfer Plans | Systematic Withdrawal Plans from top leading AMCs
- SBI Mutual Fund
- ICICI Prudential Mutual Fund
- HDFC Mutual Fund
- Nippon India Mutual Fund
- Aditya Birla Sunlife Mutual Fund
AMFI Registered Mutual Fund Distributor, ARN 338518
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.