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The Mohindra Group
Merrill Lynch Wealth Management
75 Rockefeller Plz
New York NY 10019
(212) 415.7604
(212) 415.7604
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Recognition
Vikas Mohindra
Senior Vice President, Senior Financial Advisor
Forbes "Top Next-Generation Wealth Advisors", 2017-2018, 2020-2021
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2019, 2022-2025
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
Show More Recognitions
Forbes "Top Next-Generation Wealth Advisors", 2017-2018, 2020-2021
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2019, 2022-2025
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Management Teams", 2024-2026
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2026
(Published on April 7, 2026. Rankings based on data as of June 30, 2025.)
The Mohindra Group
Forbes "Best-in-State Wealth Management Teams", 2024-2026
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Our 4 Step Process
Four steps, always in this order.
We don't skip ahead to the portfolio.
- Understand
We start with a conversation, not a questionnaire. What are you building, what are you protecting, and who is all of this actually for. - **Define**We turn that conversation into specific, trackable goals. Retirement at a certain age. A second home by a certain year. A giving target. A number the business needs to hit before you'll sell.
- Design
We build the strategy around those goals, drawing on the full range of tools available to us, direct indexing, structured notes, PPLI, private investment opportunities, and traditional portfolio management, using whichever combination actually fits. - Track and Adjust
We measure progress against your goals, not the market's mood that week. Life changes, plans change, and we meet regularly to make sure the plan still matches the life it's supposed to support.
Meet Our Team
Vikas Mohindra,
CPFA®, CRPC™, SE-AWMA®
Senior Vice President, Senior Financial Advisor
212.415.7604
212.415.7604
Robert Ho
Assistant Vice President, Registered Wealth Management Client Associate
212.415.8117
212.415.8117
About Merrill
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA®, and the SE-AWMA® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.