Trusted Wealth Advisory for Every Stage of Life
Clarity. Discipline. Long-term perspective.
We partner with individuals, families and businesses to simplify financial complexity.
Our advice combines long-term investing, planning, and risk management so you can focus on what truly matters.
(SEBI RIA Registration No: INA000022507| Name: Arjit Anand)
A Research-Driven Approach to Global Investing
Founded by Arjit Anand in 2024, our advisory services is built on a research-driven and globally diversified investment philosophy focused on long-term wealth creation. Our advisory approach combines strategic asset allocation, risk management, and global market exposure with an institutional-style research framework designed for modern investors navigating increasingly interconnected financial markets.
Helping Clients Preserve and Grow Their Wealth
Global Investment Advisory
Goal-driven portfolio construction tailored to your life objectives. Strategic asset allocation across equity, debt, and alternatives. Risk managed through diversification and disciplined rebalancing. Focused on long-term, inflation-beating wealth creation.
Retirement Solutions
Retirement planning built around income certainty and capital safety. Optimized accumulation and systematic withdrawal strategies. Focus on inflation protection and longevity risk. So your retirement remains independent and stress-free.
Tax Optimization and Estate Planning
Legally reduce taxes through smart structuring and timing. Optimize asset location across taxable and tax-efficient instruments. Structured transfer of wealth across generations. Minimize tax leakage and legal complexities.
Solutions
We provide structured, research-led investment advisory services designed to deliver clarity, discipline, and accountability.
We operate on a fee-only, conflict-free model, with no commissions or product distribution incentives.
Our core offerings include:
- India and Global Investment Advisory
- Goal Based Portfolio Construction
- Strategic Asset Allocation & Rebalancing
- Ongoing Portfolio Review & Research Insights
Investment Universe
Indian and Global Equities
Diversified exposure to Indian and global markets primarily through MFs, ETFs and selective equity allocations across developed and emerging economies.
Alternative Investments
Access to professionally managed Portfolio Management Services (PMS), Alternative Investment Funds (AIFs) and Real Estate/REITs across differentiated investment strategies, asset classes, and risk profiles.
Gold & Diversifiers
Alternative allocations focused on diversification, inflation protection, and managing macroeconomic uncertainty
Fixed Income and Bonds
Diversified exposure to global markets primarily through MFs, ETFs and selective equity allocations across developed and emerging economies.
Tactical Allocation
Dynamic portfolio positioning based on valuations, macro trends, earnings, and evolving risk conditions.
Cash Management
Strategic cash allocation aimed at liquidity management, capital preservation, and opportunity deployment.
Clients First Approach
Wealth management is more than investments, it’s about trust, continuity, and understanding life beyond numbers. Our integrated approach to planning, taxation, and strategy ensures advice that evolves with you and stays aligned with what matters most.
“Wealth is built through discipline, patience, and sound decisions repeated over time.”
A More Integrated Wealth Experience
Expert Advice
We deliver research-driven investment advice across Indian and global markets, aligned with long-term objectives and disciplined portfolio construction
Built for After Tax Outcomes
With CAs on our team, tax efficiency is embedded
Family Office Thinking
Institutional-grade strategies with highly personalized service
Who We Serve
Distinct Needs, One Disciplined Investment Philosophy
ESOP/RSU Holder
Turn concentrated equity wealth into long-term financial security. From vesting strategy and tax planning to disciplined diversification , we help you convert employer stock into durable wealth without sacrificing opportunity.
Corporate Professionals
Bring structure, clarity, and discipline to your finances. Goal-based planning, strategic asset allocation, and tax optimization designed to build long-term, inflation-beating wealth.
Business Owners/Founders
Align business success with personal financial independence. We help entrepreneurs manage surplus cash, diversify beyond the business, and plan confidently for growth, transition, or exit.
Retirees/Pre-Retirees
Build retirement income you can rely on. Focused on capital protection, inflation-adjusted income, and stress-free withdrawals — so markets don’t dictate your lifestyle.
TESTIMONIALS
Read What Our Clients Are Saying
"Working with Arjit has been a very positive experience for me as an investor. What stood out most is the disciplined approach to portfolio construction, with a strong focus on proper asset allocation based on my goals and risk tolerance. The investment process is thoughtful and research-driven, and every recommendation comes with a clear rationale. This transparency has given me confidence to stay invested even during periods of market volatility. I’m very satisfied with both the approach and the outcomes so far."
"I have greatly benefited from Arjit Anand’s investment advisory and strategic asset allocation insights across global equities. His ability to combine macroeconomic perspective with disciplined portfolio construction has been particularly valuable in navigating increasingly complex market environments. What stands out about Arjit is his balanced and thoughtful approach to investing — grounded in research, risk awareness, and long-term wealth creation rather than short-term market noise. His insights have helped me make more informed investment decisions and improve the overall diversification and positioning of my portfolio. I would strongly recommend Arjit to anyone seeking a knowledgeable, credible, and globally oriented investment advisor."
Let’s Start With a Conversation!
F.A.Q.
Find answers to commonly asked questions about our services and trading strategies
What does the advisory service include?
The service provides comprehensive goal-based global investment advisory across multiple asset classes. This may include:
- Strategic asset allocation
- Global diversification guidance
- Equity and ETF allocation recommendations
- Risk management and portfolio structuring
- Periodic portfolio reviews and rebalancing
- Market, earnings, and macroeconomic insights
The objective is to help clients build long-term portfolios aligned with their financial goals, risk profile, and investment horizon.
What asset classes and markets are covered?
The advisory may include exposure to:
- Global equities, ETFs
- Alternatives (PMS. AIF, VC)
- Fixed income
- Gold and other diversifiers
- Cash and tactical allocations
Coverage may span markets such as the United States, India, Europe, Japan, and Emerging Markets depending on investment opportunities and portfolio suitability.
How often are portfolios reviewed and updated?
Portfolios and allocation frameworks are reviewed periodically based on:
- Market conditions
- Valuation and earnings trends
- Macroeconomic developments
- Risk considerations
- Client objectives and suitability
Clients may receive allocation updates, rebalancing recommendations, market commentary, and investment insights as part of the advisory process.
Is this guaranteed or risk-free?
No. All investments involve risk, including possible loss of capital. Returns are not guaranteed and past performance does not assure future results.
Investment decisions should be evaluated in the context of individual financial goals, liquidity requirements, taxation, and risk tolerance.