A Brand of SereneWealth Collective LLP

We Help You Build a Life,
Not Just a Portfolio.

Where spreadsheets meet self-care.

Plan. Heal. Thrive.

Our Story

The Turning Point

We learned the hard way that money and mental health are inseparable.

After losing significant money because of lack of planning, we experienced first-hand how financial stress spirals into poor decisions, anxiety, and emotional exhaustion. In that struggle, we discovered something profound: wealth without peace of mind is just a number on a screen. And mental clarity without financial stability is incomplete.

This wasn't just our experience; research soon validated what we observed—that the interplay between these two aspects is more profound than most people realize.

That personal crisis became our catalyst.

Our Story

The Discovery

Working with individuals over the years, we witnessed the same pattern repeatedly:

  • Financial chaos → Mental overwhelm
  • Stress and anxiety → Broken decision-making
  • Broken decisions → More financial loss

But we also saw the reverse: When people aligned their finances with mental wellness, everything changed. They slept better. They made clearer choices. They lived lighter.

The connection wasn't coincidental—it was fundamental.

Why We're Here

We built Flourish360 because we believe:

Financial planning without mental health is incomplete

Numbers matter, but peace of mind matters as much.

Mental wellness without financial stability is fragile

Lasting calm requires a solid financial foundation.

Together, they create freedom

A strong financial foundation and a calm mind is what true prosperity looks like.

We're not here to preach theory. We're here because we've walked that dark path ourselves. And we know the way out.

Mind and Money Balance

Our wellness approach

The Path to Financial and Mental Wellness
Families Planning Together

Your Journey, Our Guidance

Whether you're planning alone, with your partner, or involving your entire family—we create personalized strategies that bring everyone together toward shared financial and wellness goals.

Curated Services

Comprehensive support across three pillars of wellbeing

Financial Empowerment

Identifying and prioritizing your financial goals is the foundation of lasting financial confidence.

  • Goal Setting Lab — Clarify what matters most and create your personalized financial roadmap
  • Preparing for Major Milestones — Transform life's pivotal moments into planned, stress-free achievements
  • Preparing for Exigencies — Hope for the best, plan for the unexpected — build resilience into your finances

Financial knowledge isn't a luxury anymore — it's essential. We guide you through every stage.

  • Understanding the Psychology of Money — Discover how your mindset shapes your financial decisions
  • Building Smart Spending Habits — Create sustainable patterns that align with your values and goals
  • Saving & Investing Strategies — Grow your wealth with confidence, one deliberate step at a time

Your golden years deserve more than hope — they deserve strategy.

  • Assessing What Retirement Means for You — Define your ideal future, not just a number
  • Expense & Assets Assessment — Get crystal clear on what you have, what you need, and what's possible
  • Building Retirement Cashflow — Stress Tested — Create a resilient plan that sustains your lifestyle through every season

A comprehensive, client-centered approach to achieving true financial independence. We begin with a deep assessment of your current position, risk tolerance, and life goals, then design a fully personalized and actionable roadmap—complete with regular reviews—to systematically grow, sustain, and protect your wealth.

  • Financial Health Checkup — A detailed diagnostic measured across 12 key financial metrics
  • Goal-Based Financial Planning — Structuring your finances around your specific life ambitions
  • Retirement & Long-Term Strategy Development — Creating a tailored savings and investment plan
  • Portfolio Reviews & Rebalancing — Ongoing analysis and adjustment of your investments
  • Tax Planning & Efficient Expense Management — Implementing strategies to optimize your tax liability
  • Integrated Cashflow Management — Holistic budgeting, debt strategy, and cash flow optimization

Emotional Harmony

Build the psychological strength to navigate life's challenges with confidence. We provide you with practical tools to manage anxiety, reduce stress, and cultivate a mindset of growth and stability. Targeted strategies to identify financial stressors and anxiety triggers, for immediate relief and long-term resilience.

Go beyond traditional budgeting. This service addresses the emotional weight of money—the guilt, fear, and stress that dictate your financial decisions. Heal your relationship with money to find peace and clarity.

A focused service to build mental clarity and emotional stability for making sound financial decisions. We help you separate logic from emotion, manage cognitive biases, and implement frameworks that reduce stress and build confidence in your choices.

  • Emotional regulation during financial decisions
  • Cognitive bias identification and management
  • Confidence-building in decision-making
  • Stress-free planning frameworks

A holistic service dedicated to restoring mental peace and preventing burnout caused by financial worry. We address sleep disruption, create calming routines, and help you build sustainable habits that balance your financial goals with overall life satisfaction and health.

  • Sleep optimization and worry management
  • Evening wind-down and mental restoration routines
  • Work-life-wealth balance strategies
  • Sustainable habit formation

Holistic Living

Specifically designed for individuals facing burnout exacerbated by financial pressure. This holistic program combines therapeutic techniques with financial restructuring to help you recover, recharge, and rebuild sustainably.

  • Mental Detox — Techniques to quiet financial anxiety
  • Energetic Budgeting — Aligning your spending with your energy levels and values
  • Sustainable Earning — Planning a career and income path that supports your well-being

Healing from past financial losses, poor decisions, and money-related trauma that impacts emotional well-being.

  • Processing financial losses
  • Breaking shame & guilt cycles
  • Rebuilding financial confidence
  • Trauma-informed financial counseling

Transforming limiting beliefs about money, wealth, and self-worth that create internal conflict and poor financial choices.

  • Identifying money blocks
  • Reframing scarcity mentality
  • Building wealth consciousness
  • Self-worth & financial empowerment

Managing money conversations and conflicts within relationships that cause emotional stress and relationship strain.

  • Couples financial communication
  • Family money values alignment
  • Conflict resolution strategies
  • Collaborative financial planning

Know the Consultants

Meet the dedicated professionals guiding you toward financial freedom and mental wellness.

AP

Amit Prasad

Financial Wellness

Over the last 28 years, I've built a satisfying career in the IT industry—doing well professionally and truly enjoying the journey. But money? That was a completely different story. Early in my career, I was clueless about finances. Financial prudence? Retirement planning? I had no idea what those even meant...

LK

Lakshmi Kshatriya

Mental Wellness

For over twenty years, I've been the person companies call to fix things—in Customer Success, Sales / Business Development & Operations. I've had a good nose around industries from tech and entertainment to finance, collecting stories and a decent amount of confusion along the way...

Resources & Blogs

Fresh reflections, tools, and prompts from the Flourish360 collective. Drop in new resources whenever they are ready.

Stories of Change

These reflections are shared by our community.

"

I am an Advocate by profession. Over the years, I had some savings from my professional earnings, which remained idle in my savings bank account due to my hesitation to invest in t...

Sunil P Advocate & Founder of Tapasya Law Chambers
"

I've been building my investment portfolio with Amit since July 2024 - the first month I started earning. He's been the best guide and mentor since day 1 - always patiently explai...

Kashish
"

I got connected to Amit ji through one of my managers during the toughest phase of my financial life. At that time even taking a breath felt heavy. Amit ji guided me without chargi...

Sindhu
"

We would like to express our heartfelt gratitude to our financial advisor, Mr. Amit. With his guidance, we have been able to plan the finances of our family more thoughtfully and d...

Nilanjan and Inchara Doctors at Bangalore
"

I started my financial journey with Amit two years ago, and it’s been a game‑changer. Before meeting him I felt, I was already on top of my finances, but Amit opened my eyes to a b...

Piyush Raj Chief Manager, SAP Roll Out at Continental
"

I was lucky to speak to Amit right at the start of my career – literally on day one. He gently walked me through everything and helped me understand “money” early on, which really ...

Ishwarkumar Teggi Sr SAP Consultant at Continental
"

Amit, my financial advisor has been instrumental in helping me plan my expenses and build a solid roadmap for my future. His deep knowledge of financial planning, combined with hi...

Ramkumar Director, Strategy Projects (Clinical Research) at Astra Zeneca
"

My wife and I have been working with Amit and Laskshmi for almost two years, and the experience has been exceptional. We have been doing both the Financial Wellness and Mental Well...

Harsh Aneppanavar Co-Founder at AcadSigma (Document Intelligence Platform)
"

"Working with Amit has been a true turning point in my financial journey. Before meeting him, I had completely lost confidence in my financial discipline and long-term planning. A ...

Deepa and Naveen Sajjan Sr Support Engineer at Nokia
"

Before meeting Amit, I was investing purely based on friends' suggestions and ended up facing losses due to my limited financial knowledge. Amit completely changed my approach to i...

Sujit Anumala Application Developer at Oracle
"

Ready to inspire someone else? Share your Flourish360 journey.

Leave a Review

Let’s Connect

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Email
reach.flourish360@gmail.com

Phone
+91 97230 89700 | +91 98455 88995

Address
G1007, Alpine Pyramid, Canara Bank Layout, Bangalore 560097

Frequently Asked Questions

Everything you need to know about getting started with Flourish360.

What is financial wellness, and why does it matter?

Financial wellness means managing income, expenses, savings, and debts effectively to reduce stress and build security. At Flourish360, it integrates with mental wellness to help you feel confident and optimistic about money decisions.

What do you do in integrated financial and mental wellness sessions?

Integrated sessions combine financial planning with mental wellness coaching to address both the practical and emotional sides of money. We focus on creating strategies that improve your finances while also boosting your confidence, reducing stress, and building a healthy money mindset.

What services does Flourish360 offer?

Personalized financial health check-ups, budgeting workshops, debt plans, retirement strategies, and mental wellness sessions like stress audits. All tailored for Indian contexts with compliance focus. You may refer to the services section on our website for more information.

How do I get started with Flourish360?

Book a free discovery call via our site to assess your financial and mental wellness baseline. We'll create a custom plan blending finance and mindfulness.

What is the engagement model at Flourish360?

At Flourish360, you can choose to work with us through one-on-one consultations that suit your needs—whether it's a single session, a short-term program, or ongoing support. We design each engagement to align with your personal goals and schedule.

Can I choose only financial wellness or only mental wellness services?

Absolutely. You can opt for just financial wellness services, just mental wellness coaching, or a combination of both. Our programs are modular, so you can pick what fits best with your priorities.

How are your charges structured?

Our fees depend on the type of service, the duration of the program, and any customization involved. We provide transparent pricing upfront, offering options for one-time consultations, bundled packages, or retainer agreements.

Do you offer packages combining financial and mental wellness?

Yes. Flourish360 offers integrated packages that blend financial planning with mental wellness coaching, designed to enhance your overall wellbeing and mindset around money.

Is there a free consultation before starting?

Yes, we offer a free discovery call to understand your needs and explain how Flourish360 can best support your journey before you commit to any engagement.

Do you conduct workshops for individuals or groups?

We conduct both individual sessions and group workshops. Group workshops are great for families, workplaces, or community groups who want to learn about financial and mental wellness together.

Do you work with people of all ages?

Yes, Flourish360 offers services tailored for all age groups—from young adults starting their financial journey to retirees focusing on wellness in later years.

Can someone engage with Flourish360 just one time?

Definitely. You can book single sessions for a quick check-in or specific guidance without committing to a longer program. We want to accommodate whatever suits your needs best.

Can I include my spouse or teenage child in the consulting sessions?

Yes, Flourish360 encourages involving your family. Including your spouse or even teenage children in sessions can help align financial goals and build healthy money habits as a team. We tailor our approach to support all ages and foster open conversations within your family.

I have just started my professional career. When is the right time to engage with Flourish360?

There's no perfect time to start your wellness journey—it's beneficial to begin as early as possible, even when you're starting your career. Early financial and mental wellness planning sets a strong foundation that can grow with you.

I watch a lot of podcasts and do online research on financial and mental wellness. Can't I manage on my own with these resources?

Self-learning is a great step, and podcasts and online content provide useful insights. However, Flourish360 offers personalized guidance and tailored strategies that consider your unique situation, helping to avoid common pitfalls and staying accountable to your goals.

Do you provide ongoing help and guidance after consultations?

Yes, Flourish360 offers continued support after initial consultations through follow-up sessions, check-ins, and retainer options to keep you on track with your financial and mental wellness goals. This ensures accountability and adjustments as your life evolves.

Can I consult Flourish360 for specific issues like stress management or budgeting and cash flow?

Yes, you can book consultations focused on specific concerns such as stress management, budgeting, or managing cash flow. Flourish360 offers tailored sessions to address your immediate priorities while also integrating broader wellness when needed.

What is the right time to consult a financial advisor or approach a mental wellness coach?

The right time is whenever you feel the need for guidance—whether you're starting to plan your future, facing financial stress, or wanting to improve your mental wellbeing. Early support can prevent bigger challenges later on.