About Bodhi Wealth
Education that respects
where you already are.
We began with a simple belief: that adults at midlife deserve a financial education space that is calm, unhurried, and free of any sales agenda.
Back to HomeHow Bodhi Wealth came to be
Bodhi Wealth was founded in Bangkok after its founders noticed a persistent gap in what was available to adults in their forties and fifties: most financial education either aimed at beginners who knew nothing, or at sophisticated investors who already had an advisor and a portfolio. The people in between — experienced, thoughtful, and with real decisions to make — had very little that spoke to them directly.
The name draws on the idea of the Bodhi tree: a place to sit quietly, think clearly, and arrive at understanding without pressure. That is the spirit we have tried to carry into every programme we run. We work in small groups, on real-world material, with a facilitator whose only role is to help you understand — not to sell you anything.
Our programmes are grounded in the Thai financial landscape. We use Thai-market fund factsheets, Thai household saving patterns, and data from regional markets that are actually part of most Bangkok residents' investment context. We do not import frameworks from other countries and assume they fit.
We have worked with professionals, business owners, civil servants, and retirees who came to us at different starting points but with a shared desire: to feel more settled and clear-headed about their financial lives. That is what we try to support.
The people behind Bodhi Wealth
A small team with backgrounds in finance, adult education, and Thai market research.
Somchai Wattanaporn
Lead Facilitator
Over twenty years working in Thai capital markets before moving into adult education. Designed all three of Bodhi Wealth's core programmes.
Priya Lertprasert
Programme Coordinator
Brings a background in adult learning and curriculum design. Manages scheduling, participant communication, and all printed materials.
Nattawut Kasem
Research & Content
Maintains the case study library and updates factsheet examples each quarter to reflect current Thai-market conditions.
Standards we hold ourselves to
These are not marketing statements — they are the practical constraints we work within every time we design or deliver a programme.
No conflicts of interest
We receive no commissions, referral fees, or product-related income. The fee you pay for a programme is the whole of our revenue from you.
Participant confidentiality
Names and any personal details shared in sessions stay within those sessions. We do not share participant lists or contact data with any third party.
Current, Thailand-sourced data
All fund factsheets, market examples, and case studies are sourced from the Thai market and reviewed each quarter for accuracy.
Small group commitment
We cap every session at twelve participants and will not expand a cohort beyond that, even if demand exists. Learning quality matters more than scale.
Clear, written terms
Pricing, cancellation terms, and what is included are stated in writing before any payment is made. No hidden charges or post-enrolment surprises.
Participant feedback, acted on
We collect a written reflection from each cohort after the final session. Programme content is updated based on what participants found most and least useful.
Financial education for the second half of working life
Adults who come to Bodhi Wealth are typically in their forties or fifties and have accumulated some savings — in bank deposits, provident funds, or a few mutual funds they may not fully understand. They are not beginners. But they are not specialists either. They sit in a space that most financial education ignores: experienced with money in practice, but uncertain about whether they are making the most considered decisions for the next decade.
Our programmes address that specific space. We do not assume zero knowledge, and we do not assume sophisticated investment experience. We work with the reality that most people in Bangkok at this life stage have a mix of Thai bank deposits, possibly some gold, and perhaps one or two mutual funds from their provident fund or a bank promotion. That is a legitimate starting point for clear, unhurried thinking — which is what we try to provide.
Bodhi Wealth operates from Lumphini, Bangkok. Our three programmes — on household saving, fund factsheet literacy, and long-horizon investing — are offered in rotating cohorts throughout the year. Each programme is complete in itself; participants do not need to attend all three. We are happy to discuss which programme might be the most useful starting point given your current situation.
Want to learn more about our work?
Write to us with any questions about our programmes, our approach, or which session might suit your situation.
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