Cr+
Assets Under Management
+
Years of Experience
SEBI
Registered Investment Advisor
AMFI
Registered MFD
Bespoke Wealth and Investment Guidance
for HNIs, Families, Corporates and Select Institutions including Charitable and Private
Trusts.
We provide clarity and direction across every stage of wealth, from preservation to growth to
legacy. Our
role is to help families and institutions move forward with confidence, purpose, and long-term continuity.
A Tradition of Excellence
Wealth management is a long-term relationship built on trust, discipline, and aligned priorities. At AssetZ, our philosophy rests on four core principles that define everything we do.
Client-First Approach
Every strategy is unbiased and tailored to serve the client’s best interests.
Transparency and Trust
We maintain open, accountable communication with strict confidentiality
Expertise-Driven Strategies
Our recommendations are backed by rigorous research and deep market insight.
Long-Term Perspective
We help clients build, preserve and transition wealth across generations with structure and clarity.
What Sets us Apart
Relationships, Not Transactions
We do not follow a sales-driven approach. Instead, most of our clients come through referrals, reflecting the service quality and enduring trust we strive to uphold.
A Boutique Model Designed for Depth
We maintain a client-to-wealth specialist ratio of approximately 25:1. This structure allows us to offer dedicated time, strategic thinking, and proactive execution. Every client relationship is handled with focus and intent.
Unconflicted and Focused
As a SEBI-Registered Investment Adviser (RIA), we adhere to the highest fiduciary standards. We do not offer lending, investment banking, or proprietary products. This allows us to remain focused, unbiased, and fully aligned with the client's goals.
Bespoke and Research-Driven
Every portfolio is built on in-depth research and market insight. Strategies are tailored, dynamic, and aligned with each client's unique context.
Generational Perspective
We partner with families across generations to grow, preserve, and transition wealth with clarity and continuity.