A partner, not a firm.
Most wealth houses sell you a shelf of products. We built Palette to be judged from the other side of the table, as a partner in every decision, never a firm with something to sell. That’s the whole reason Palette exists.
Think like an owner. Own the outcome.
The conviction that built Palette is the same one that runs it today. Every person on this team, not just the founders, holds equity and thinks like an owner. Nobody here is protecting a product line or a sales target, because everybody here is protecting the same outcome you are.
We Are:
Our Operating Philosophy
Positioning Palette as a partner, not as a distributor.
Proven capability across cycles.
Alignment of interest.
Strategy is nothing without delivery.
Clear attribution and communication.
From two seats at a table to a firm built to last.
The founding conviction
Our founding team left senior positions at the country's leading institutions, Nuvama, Kotak, Edelweiss and Merrill Lynch, to build a firm with no product shelf, no house view to push and no clock ticking on the next transaction. Independent, conflict-free, and built around the client from day one.
A select practice
We are putting the building blocks in place by onboarding families, partners and collaborators.
Building for permanence
We are building for the long run, not a quick exit. Our path forward includes a planned capital raise to deepen our platform and team, and a longer-term ambition to become a public, listed institution, one that our clients and our people can together own a piece of.
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.
LinkedIn
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).
LinkedInOn the ground, across India.
Rooted in Mumbai and Pune today, with Bengaluru and Delhi next, so we stay close to the families and founders we serve.
Mumbai & Pune.
The Executive Centre, Unit 3006, Level 3, Ascent, Plot 248B, S.K. Ahire Road, Worli, Mumbai – 400025.
Office 6 & 7, Parshva Building, Sujay Garden Commercial, Mukund Nagar, Pune 411037.