HNIs and UHNIs
Business owners, senior executives, entrepreneurs and established families who want a considered, personal approach to wealth.
Explore
Wealth management and investment planning
Your Wealth. Your Future. Our Commitment.
Personalised wealth management and investment planning designed around your goals, your priorities and your vision for the future.
Personal. Transparent. Long term.- Personalised guidance
- Goal-oriented planning
- Transparent communication
- Risk-aware decisions
Welcome
Every financial journey is unique
Indus One Wealth is a client-focused wealth management brand dedicated to helping individuals and families make informed financial decisions, build long-term wealth and plan for a financially secure future.
We bring together investment opportunities, financial planning solutions and personalised guidance to help you navigate changing market conditions. Our approach begins with your goals, your investment horizon, your risk appetite and your financial needs.
About Indus One WealthIn brief
A considered approach to wealth
A short film on how we work: your goals first, then the options, explained clearly.
Who we serve
Guidance shaped around who you are
Different investors have different needs. We tailor the conversation, and the options we discuss, to your circumstances.
NRIs
Non-Resident Indians investing in India for family goals, with clarity on eligibility, accounts, repatriation and tax.
ExploreRetail Investors
First-time and growing investors who want to start well, invest with discipline and understand what they own.
ExploreFamilies and Long-Term Planners
Households planning across generations, from education and retirement to the orderly transfer of wealth.
ExploreOur services
A broad range of planning and investment solutions
Twelve areas of guidance, from mutual funds and PMS to retirement, education and legacy planning. Access to any product is subject to suitability, eligibility and applicable regulation.
01
Mutual Fund Investments
Equity, debt, hybrid and index funds matched to your goals, horizon and risk profile.
Learn more02Portfolio Management Services (PMS)
Professionally managed, customised portfolios for eligible investors.
Learn more03Alternative Investment Funds (AIFs)
Eligible private market, private credit and specialised fund strategies.
Learn more04Bonds and Fixed-Income Solutions
Government securities, corporate bonds and other fixed-income instruments for income and stability.
Learn more05GIFT City Investment Opportunities
Eligible opportunities available through authorised institutions at GIFT City.
Learn more06NRI Investment Solutions
Investing in India from abroad, with clarity on eligibility, accounts, repatriation and tax.
Learn more07Tax-Efficient Financial Planning
Planning investments with tax considerations in mind, alongside your tax professional.
Learn more08Retirement Planning and SWP Strategies
Retirement goals, future expenses, income planning and systematic withdrawal approaches.
Learn more09Child Education and Future Planning
Goal-based planning for education, higher studies and other important milestones.
Learn more10Unlisted Shares and Pre-IPO Opportunities
Unlisted equity opportunities, with a clear view of valuation, liquidity and diligence.
Learn more11Estate and Legacy Planning
Wealth transfer, succession, wills and nominations, coordinated with legal professionals.
Learn more12Comprehensive Wealth Planning
A holistic review of your financial position, allocation, liquidity, risk and long-term goals.
Learn moreOur approach
A simple, considered client journey
Understand
We begin by understanding your goals and what matters most to you and your family.
Assess
We assess financial needs, risk tolerance and investment horizon.
Explore
We explore appropriate solutions and explain the trade-offs clearly.
Implement
We implement an agreed plan, where authorised and applicable.
Review
We review progress as your circumstances change.
Why Indus One Wealth
Built on attention, clarity and commitment
Personalised attention
Your plan reflects your priorities, not a template.
Goal-oriented planning
Every recommendation to consider is tied back to what you are working towards.
Transparent communication
We explain options, costs and risks in plain language, including the downsides.
Long-term relationships
Wealth planning is ongoing. We review and adapt as your life changes.
Insights and knowledge
Education to support better decisions
General, evergreen guides on investing, planning and wealth. Educational only, never personalised advice.
What Is Goal-Based Investing, and Why Does It Matter?
Starting with the purpose of your money, rather than a product, changes how you choose, measure and stay the course.
Read articleBuilding a Financial Plan That Lasts Beyond the Next Market Cycle
A durable plan balances goals, liquidity, risk and flexibility, and is reviewed as life changes.
Read articleUnderstanding Mutual Fund Categories: Equity, Debt, Hybrid and Index
A plain-language guide to what each broad category aims to do and the risks that come with it.
Read article
Begin the conversation
Discuss your wealth goals with our team
Tell us what you are planning for. We will listen first, then discuss options that may suit your situation.