Your wealth.A partnership.Yours to steward.Built alongside you.
Aligned to your family for decades, one side of the table, never a product shelf.
Conflict-free by structure, we work as one team with you, invested in the same outcome.
Decades of counsel from a firm that answers only to you, sophisticated, but never a bank.
Built by professionals, for professionals.
Deep expertise, an extensive network, and a true partnership with every stakeholder, combining domain knowledge with a clear read on market cycles and risk-reward, and a commitment to long-term outcomes.
Every element of the palette means something.
Signifies growth.
Represents the diversified mix of assets, just like a well-balanced portfolio.
Illustrates the process of rebalancing, ensuring portfolios evolve with market cycles and your goals.
Just as every masterpiece reflects the artist’s vision, experiences and values, every portfolio is uniquely crafted to align with your financial goals and aspirations. Every masterpiece is a culmination of a lifetime of work, like your portfolio.
Two decades each, now on your side of the table.
Two decades in wealth management across ICICI Bank, JM Financial and Edelweiss/Nuvama. In his last role, Managing Partner and Head of the West 1 region at Nuvama Private, leading a team of 45+ professionals with significant AUM. Passionate about capital markets, a movie buff and an avid student of business history. MBA, Pune University.
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Over 25 years in UHNI wealth management, capital markets and financial structuring. Executive Director at Kotak Private; senior roles at Edelweiss/Nuvama; ECM, Institutional Equities and Investment Banking at Merrill Lynch (India & Hong Kong) and Citigroup. He believes trust and enduring relationships are the cornerstone of wealth. MBA, University of Exeter (UK).
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