Offerings
Financial Planning

Holistic & unbiased advice to protect & grow your wealth

Succession

Personalized succession plan crafted for an enduring legacy

Governance

Rich insights to govern the functioning of your family's affairs

Philanthropy

Impact driven solutions to support the causes you care about

Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services
Contact

Your legacy awaits

I am looking for:





Follow Us
Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

159, 1st Floor, Wework, Platina Tower, MG Rd, Gurugram, Haryana - 122002

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017

Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services
Vault

Your access to
rich insights

From experienced partners at the forefront of
today's financial trends and beyond.

Explore Vault

Be the first

Get our insights delivered straight to your inbox.
Discover the wisdom behind wealth.

Webinar

Joy of Giving
Week

We bring to you immersive and insightful conversations with two leading philanthropic families in India.

Explore
Soumya Rajan
Founder & CEO
Awards

Result-driven

Recognition

Our awards are a matter of great pride to us. Recognition is natural when our services and processes have added significant value to our clients’ lives and businesses.

Rohan Paranjpey recognised as Top Under 40 Alternative Investment Professionals in India

Association of International Wealth Management of India

Great Places to Work Certified, 2021

Great Places to Work Institute

Ruchi Sankhe recognized as Top 100 Women in Finance

Association Of International
Wealth Management Of India

Niharika Bakliwal recognized as Top 100 Women in Finance

Association Of International
Wealth Management Of India

Excellence in Industry Led Automation, 2020

UiPath Automation
Excellence Awards

Best Boutique Private
Bank - India

The Asset Triple A Private Capital Awards for Private Banks, Wealth & Investment Bank Advisers, Solutions and Index Providers 2020

A Best for UHNW - India

Asia Money Private Banking
Awards, 2020

Best for Wealth Transfer/Succession Planning - India

Asia Money Private Banking
Awards, 2020

Best Family Office Overall

Global Private Banking
Innovation Awards, 2020

Outstanding Client Experience In Wealth Management

Global Private Banking
Innovation Awards, 2020

Best Governance Services
for Families - Asia

Wealth Briefing Asia Awards, 2020

Best Domestic Private
Bank - India

Wealth Briefing Asia Awards, 2020

Best Private Bank For Succession Planning

Global Private Banking
Innovation Awards, 2020

Most Innovative Business Model

Global Private Banking
Innovation Awards, 2020

Best Private Bank
– HNWIs

The Asset Triple A Private Banking, Wealth Management, Investment and ETF Awards 2019

Best Boutique Private
Bank

The Asset Triple A Private Banking, Wealth Management, Investment and ETF Awards 2019

Best Domestic Private
Banking Service - India

Wealth Briefing Asia Awards, 2019

Outstanding Contribution by Women In Wealth Management in Asia - Company

Wealth Briefing Asia Awards, 2019

Sadaf Behbahany recognised for Outstanding Contribution by Women in Wealth Management

Wealth Briefing Asia Awards, 2019

Soumya Rajan recognised amongst India's Top 100 Women

Association Of International
Wealth Management Of India

Soumya Rajan - Founder, Managing Director And CEO is recognised amongst India's Top 100 Women In Finance by AIWMI

Association Of International
Wealth Management Of India, 2019

Asia's Best Wealth Manager - Investment Advisory
One To Watch - Wealth Manager - India Domestic

Asian Private Banker,
2018

India's Best Boutique Wealth Manager - Rising Star

Private Banking, Wealth Management,
Investment And ETF Awards, 2018

Outstanding Wealth Manager - Customer Relationship Service And Engagement

Global Wealth Summit
And Awards, 2018

Highly commended - Outstanding Private Bank - South Asia & Best Family Office

Global Wealth Summit & Awards, 2018

Best Family Office - India

Wealth And Money
Management Awards, 2018

Nominated as Best Firm for Estate Planning & Philanthropy

Wealth Briefing Asia Awards, 2018

Highest Average AUM per RM among Domestic Wealth Management Firms.
Overall Second in India, 2018.

Asian Private Banker,
2018

pressclub

What the press
has been saying

careers

If ethics and integrity
drive you, Look no further

Some of the most prominent business families in India place their trust in us to manage their wealth amounting to $3.6 Bn. Know what it takes to grow with us.

View Open Position
Responsible Investing

Our responsible
vision for a better &
brighter future

As capital allocators, we recognize the impact of our investment advice on the world around us. To that end, we are committed to enabling our clients to allocate their capital in a manner that fully optimises the opportunities and minimizes the risks to various environmental, social and governance (ESG) factors.

Explore ESG
Contact

Your legacy awaits

I am looking for:





Follow Us
Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

159, 1st Floor, Wework, Platina Tower, MG Rd, Gurugram, Haryana - 122002

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017