Independent wealth advisory
for those who have built
SEBI-registered and fee-only. We have no products to sell, no commissions to earn, and no incentive other than your outcome.
Trusted. Regulated. Transparent.
Fee-Only
No commissions. No product sales.
Our only revenue is the advisory fee you pay.
SEBI Registered RIA
Reg. No. INA000022057
Perpetual validity · Legally bound to act in your best interest.
Open Architecture
Products sold — None
We choose what is right for you, not what pays us.
BASL Enlisted
Enlistment No. 2458
BSE Administration & Supervision Ltd.
What We Do
Every dimension of your financial life
We focus exclusively on wealth management. Your Wealthdoor adviser coordinates every dimension of your financial life — from portfolio construction to legacy planning.
Philosophy
We do not sell products. We give counsel.
The Indian wealth management industry was built around product distribution — not advice. Wealthdoor is structured differently: a fiduciary adviser with a single motivation.
Independence, always
Fee-only. No product commissions. No referral incentives.
Fiduciary by conviction
SEBI-registered and legally bound to act in your best interest.
Complexity is our calling
Built precisely for business owners, multi-generational families, and globally mobile executives.
Long-term, always
We think in decades. Advice that remains relevant across generations.
Our Conviction
Fee-only. No products to sell. No commissions to earn.
Our only revenue is the advisory fee you pay — which means our only motivation is your outcome.
Who We Serve
We serve a deliberately small number of clients — business owners, family businesses, corporate executives, and NRI families. The depth of our work depends on it.
Business Owners & Entrepreneurs
You built the business. Now comes the harder work — separating personal wealth from the company, managing concentration risk, planning for liquidity events, and deciding what this wealth does next.
Family Offices
Multi-generational wealth requires planning across family structures, entities, and timelines. Succession, governance, and the transition between generations who may have different visions.
Corporate Executives & CXOs
Complex compensation — ESOPs, RSUs, deferred bonuses — requires planning that most advisers are not equipped to handle. We are. Your earning window is finite; your wealth horizon is not.
NRI & Globally Mobile Families
India is where the roots are. The world is where the wealth lives. FEMA, LRS, repatriation, and India-focused portfolio construction for families investing across jurisdictions.
If you believe Wealthdoor might be right for you, we would welcome an unhurried first conversation — without obligation.
Book a Private ConsultationThe Difference
Structured differently. By design.
There are hundreds of wealth firms in India. Ask them these questions.
| Feature | Banks | Large firms | Wealthdoor |
|---|---|---|---|
| Earns product commissions? | Yes | Often | Never |
| Has in-house products? | Yes | Yes | None |
| SEBI registered RIA? | Yes | Some | Yes |
| Open architecture? | No | Partial | Always |
| Fee transparent? | No | Varies | Always |
| Purely wealth-focused? | No | No | Only |
How We Work
Four steps. One relationship.
Every Wealthdoor engagement begins the same way — with an unhurried conversation and a commitment to understand your situation completely before recommending anything.
The Conversation
An unhurried first meeting with no pitch and no agenda. We listen. We ask questions no other firm has asked.
The Wealth Picture
A comprehensive view of your financial situation — assets, liabilities, tax position, risk tolerance, family structure, and goals.
The Advisory Framework
A bespoke written proposal — not a template, not a deck. Your specific situation, a personalised strategy, and a transparent fee.
The Ongoing Relationship
Regular reviews. Proactive contact on life events, market shifts, and regulatory changes. Your adviser is always thinking about you.
Our Process
Before we recommend anything, we listen.
We ask questions no other firm has asked. We try to understand what wealth means to you.
Our Presence
Rooted in India.
Headquartered in New Delhi, we serve HNIs, business families, and corporate executives across India's major cities — with the rigour of a SEBI-registered adviser.
Wealthdoor is affiliated with a parent organization incorporated in the United States.
Regulatory Status
SEBI Registered Investment Adviser
Reg. No. INA000022057
Exchange Enlistment
BSE Enlisted
No. 2458
Cities Served
Pan-India Coverage
Mumbai · Delhi · Bangalore · Pune · Hyderabad
Asset Classes
Open Architecture
Equity · Fixed Income · PMS · AIF · Alternates
Private Consultation
Begin the
conversation.
We work with a small number of clients. If you believe Wealthdoor might be right for you, we would welcome an unhurried first conversation — without obligation.
OFFICE
803, DLF Prime Towers, Okhla Industrial Area Phase-1, New Delhi 110020
RESPONSE
A senior adviser responds within 24 hours — not an assistant.
SEBI RIA · INA000022057 · Perpetual
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