Wealth that
endures
generations.
We manage ₹2,400 crore for 340 families across India. Not funds. Families.
Begin Conversation arrow_forward
"We believe wealth management is
not a product. It is a relationship."
Our mandate is singular: to act as the primary steward of your family legacy. As an independent, fee-only advisor, our loyalty is never divided between institutional targets and client outcomes.
Transparency is the cornerstone of trust. We operate without commission incentives, ensuring every strategic pivot is motivated purely by your financial well-being.
Wealth Planning & Goals
Comprehensive financial roadmaps that bridge immediate liquidity needs with long-term capital preservation goals for your lineage.
Portfolio Management
Bespoke investment strategies across equity, fixed income, and alternative assets, tailored to specific risk tolerances and tax jurisdictions.
Estate & Succession
Ensuring the seamless transition of wealth through trust structures and family governance frameworks that protect your legacy.
Tax Optimisation
Strategic fiscal planning for domestic and international holdings, maximizing net-of-tax returns for complex HNI portfolios.
Recent Insights
View ArchiveThe Resilience of Indian Equities in Volatile Cycles
A deep dive into historical corrections and the fundamental drivers keeping Indian mid-caps on a premium trajectory.
Read arrow_forwardSuccession Planning: Beyond the Legal Framework
Addressing the emotional and structural complexities of multi-generational wealth transfer in family businesses.
Read arrow_forwardGlobal Diversification in a High-Interest Era
Rebalancing portfolios to leverage international bond yields while maintaining a strong domestic anchor.
Read arrow_forwardLeadership
Aditya Vardhan
Managing Partner
IIM Ahmedabad | 25 Years Exp.
Meera Iyer
Head of Strategy
CFA Charterholder | ISB
Rohan Khanna
Director, Estate Planning
NLSIU Bangalore | 20 Years Exp.
The Arcadia Process
Discovery Call
An introductory dialogue to understand your family values, legacy goals, and current financial architecture.
Financial Assessment
A meticulous audit of existing assets, tax liabilities, and risk exposures across domestic and global markets.
Strategy Proposal
Presentation of a bespoke investment policy statement (IPS) and a phased transition roadmap.
Partnership
Formal engagement and the commencement of active stewardship of your wealth and legacy.
Begin a
conversation.
private-office@arcadiacapital.in
Level 18, One Horizon Center,
Golf Course Road, Gurugram