RULES FOR BUSINESS SUCCESS
Don't sell something you wouldn't buy
Work for people you admire
- Charlie Munger (1924 - 2023)
Partner with people you trust
WE ARE
Founder and employee owned, not investor owned
High touch for our clients, not wealth tech
In a world made to blend in, we decided to stand out
Committed to our belief in generating alpha, not in all pervasive market efficiency
Long-term oriented thinking in decades and beyond, not quarter by quarter
WE BELIEVE With the Guru's blessings the difficult becomes easy, it is the impossible that takes some time.

About Us

We are a company started by professionals, for professionals. With decades of industry experience, we bring deep expertise and an extensive network to serve our clients.

We cater to the investment and financial needs of the Indian ultra-high net worth community. We combine profound domain knowledge with a deep understanding of market cycles and risk reward to deliver exceptional outcomes for our clients.

Asset Allocation Driven

Risk – Reward Driven

Data and Process Driven

Our Values

Client Focused

Client’s Success Drives Our’s

Excellence Driven

We Craft Legacies, Not Just Portfolios

Collaborative

Aligning The Best Minds, For You

Innovative

Solution Led And Cutting Edge

Long Term Focused

Time Is Your Best Ally

Entrepreneurial Spirit

Driven By The Power Of Possibilities

Meet Our Founders

Chandresh MehtaFounder

Kuldeep SikarwarFounder

Subscribe To Our Updates

Stay updated with the latest at Palette Wealth