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The principles that guide every decision and interaction with our clients
Building long-term relationships based on transparency and ethical practices
Delivering exceptional service and results that exceed client expectations
Putting our clients' interests first in every decision and recommendation
Leveraging cutting-edge technology and strategies for optimal outcomes
Meticulous attention to detail in every aspect of wealth management
Working as trusted partners in our clients' financial journey
Experienced professionals dedicated to your financial success
Founder & CEO
20+ years
Specialization in Wealth Management & Family Office Services.
Education in MBA Finance, IIM Ahmedabad | CFA Charterholder
Head of Real Estate
15+ years
Specialization in NCR Real Estate & Investment Advisory.
Education in MBA Real Estate, RICS | Certified Property Advisor
Head of Tax & Compliance
18+ years
Specialization in NRI Taxation & Corporate Tax Planning.
Education in CA, CS | LLM in Tax Law
Head of Investment Banking
12+ years
Specialization in Private Equity & Alternative Investments.
Education in MBA Finance, ISB | CFA Level III
15 years of excellence in wealth management and client service
Foundation
PortfolioXL founded with a vision to serve UHNI families in NCR
₹100 Cr AUM
Reached first major milestone in assets under management
Family Office Launch
Launched dedicated family office services for generational wealth
Reached first major milestone in assets under management
₹250 Cr AUM
Expanded client base and service offerings significantly
Digital Transformation
Launched proprietary digital platform and advanced analytics
₹500 Cr AUM
Achieved current milestone serving 200+ UHNI families
15 years of excellence in wealth management and client service
Experience the difference of working with India’s premier wealth management firm
Elevating wealth and defining legacy for ultra-high-net-worth individuals and family offices.
Optimized by Seraphinite Accelerator