We've Been on Both Sides
We’ve served clients as private bankers - and global wealth firms as strategy consultants.
Years in private banking taught us what clients need.
Years in consulting showed us what firms deliver.
They talk about guiding your portfolio.
But what you get is a product pitch.
They talk about lasting relationships.
But products change, people leave; trust resets
They talk about tailored systems.
But what you get is templatized.
They talk about a long-term partnership.
But RMs track metrics and move roles.
They talk about putting you first.
But push what fits their balance sheet.
Somewhere along the way, wealth became transactional —
when it was always meant to be personal.
So, We Built What Was Missing
We didn’t want to build another wealth firm.
We wanted to build the one we couldn’t find.
A boutique, client-first model built around your life, not quarterly pressure.
Where global best practices meet local realities.
Where advice is sharp, thoughtful, and built around your life not just your portfolio.
No external pressures. No generic playbooks. Just clarity, continuity, and care.
What we bring
Consulting taught us the system.
Private banking taught us the client.
We built with both in mind.
Experience across strategy, private banking, and investment research
Product depth focused on timing, fit, and what matters to you
Tech that enhances connection- not replaces it
Skin in the game - we grow when you do
The People Behind Your Prosperity
A team built on deep expertise, integrity, and a belief that wealth, when done right, creates freedom.
Kalika Vashistha
Co-founder
Wealth Structuring & Client Solutions
ex-BCG, McKinsey, Private Banking
Akshay Jain
Head Markets & Strategy
Macro Thinking & Asset Allocation
IIT Delhi, IIM Ahmedabad
Pramod Dwivedi
Head – Quant & Analytics
Quant Research & Decision Models
IIT Delhi
Wealth, the Way It Should Be
A team built on deep expertise, integrity, and a belief that wealth, when done right, creates freedom.
Real freedom isn’t about chasing the next big thing; it’s about knowing your finances are thought through, steady, and in sync with your life.
So you can live better, plan better, and sleep better.
That’s the difference the right partner makes - every day, not just someday.
I believe meaningful connections drive meaningful results
Wealth management is about more than numbers – it’s about relationships.
Join me on LinkedIn to exchange ideas, explore opportunities, and gain insights into how we help our clients prosper.
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