Resources and Tools

We believe in democratizing financial information and leveling the playing field for investors.

That’s why we provide modern, intelligent, and free-to-use tools designed for mass affluent and self-directed individuals. Whether you're an individual investor or an advisor, client or not, you're welcome to use these resources to make better, more informed investment decisions.

Tools

Mandala Wealth Wheel

Estate Planner

Macro Scenario Analysis

Concepts

Market Cycle Phases

How Inflation Affects Markets

Monetary Policy Impact on Markets

Disclaimer:
The tools and information provided on this website are for informational purposes only and do not constitute investment advice, financial advice, trading advice, or any other type of advice. Mandala Wealth Management does not guarantee the accuracy, completeness, or suitability of the information presented. Any reliance you place on such information is strictly at your own risk. Always consult with a licensed financial advisor before making any investment decisions.