Wealth. Finance. Simplified.

Personal finance built for today’s Bharat — from digital-first investors to family-led enterprises.
We blend time-tested financial wisdom with modern innovation to help you grow, protect, and simplify your wealth.

Trusted by Financial Experts

★★★★★

Our Approach

A team of experienced professionals from banking and financial sectors creating tech-enabled platforms for end-to-end wealth and finance solutions.

🔹 Personalized Advice

🔹 Holistic, Goal-Based Planning

🔹 Aligned Interests, Transparent Value

🔹 Empowering Bharat's New Investors

Meet Our Team

Passionate. Principled. Proven.

At IndyaWealth, our strength lies in our people. We are a team of seasoned professionals, entrepreneurs, and domain experts who bring together decades of experience across personal finance, real estate, lending, and capital markets.

We understand Bharat’s unique financial challenges—and opportunities. That’s why we blend deep local insights with world-class financial practices to deliver solutions that are grounded, trustworthy, and impactful.

🔹 Leadership That Listens

Our founders and leadership team are hands-on, approachable, and committed to building long-term client relationships—not just scalable platforms.

🔹 Advisors, Not Sellers

Our wealth consultants are trained to advise, not push. With robust research, ethical practices, and a long-view mindset, they ensure your financial journey is well-informed and secure.

🔹 Empowering Through Expertise

From CFPs to real estate analysts, from debt structuring experts to digital growth leads—we’re a multidisciplinary team with a shared mission: to simplify wealth for every Indian household.

WealthTech, Rooted in Personal Finance

We are a technology-first platform built on the fundamentals of personalized, goals-based financial planning.
At IndyaWealth, digital innovation meets human insight—so that every investment, loan, or real estate decision serves your long-term financial well-being.

Unique Product Prepositions of HNI/UHNIs

At IndyaWealth, we offer HNI and UHNI clients curated access to exclusive investment opportunities across AIFs, structured products, private equity, and real estate. Our approach goes beyond products—combining strategic advisory, tax efficiency, and long-term wealth planning. Backed by strong research and trusted partnerships, we deliver solutions that are personalized, discreet, and aligned with your legacy goals.

Strong Leadership. Deep Expertise. Trusted Partners.

At IndyaWealth, our strength lies in the quality of our team and the depth of our expertise. We are led by seasoned practitioners who have not only advised high-net-worth individuals but have also built and scaled financial ventures across lending, wealth management, and real estate. Our core team blends entrepreneurial experience with institutional discipline, ensuring that every client benefits from practical insight and long-term thinking. Backed by a trusted network of strategic partners—including AMCs, NBFCs, legal experts, and digital innovators—we bring a full-stack approach to financial services that is as robust as it is relevant. Together, we’re building a platform where trust, transparency, and execution go hand in hand.