Investment advisory
We personalise investment strategies as fiduciaries, prioritising your interests and employing a future-thinking approach.
Succession
Transparent succession services safeguard your family's legacy, preserving the values and principles that matter most to you.
Governance
We build customised governance structures to protect your family's financial legacy with a focus on long-term visions.
Philanthropy
We offer expert guidance in turning your charitable aspirations into reality, crafting comprehensive plans and overseeing foundations.
About Us
At WealthDNA, our aim is to preserve your wealth and create a lasting legacy. With unwavering trust, strategic foresight, and a highly customised approach, we craft financial solutions that reflect your values, ensuring your family's prosperity spans generations.
Our Vision
We envision a future where every family experiences financial stability and the profound satisfaction of leaving a lasting mark on the world. Our goal is to be recognised as the architects of legacies spanning generations, empowering families to leave a mark that extends beyond monetary value.
Our Mission
We tirelessly pursue your peace of mind while dedicating ourselves to preserving your wealth. Our commitment extends beyond financial security; it assures that your legacy will be honoured and perpetuated, reflecting the values and achievements that define you and your family.
Core Values
Our Investment Philosophy
As a trusted Family Wealth Advisor in India, our investment philosophy combines predictability, a proactive approach, and a focus on wealth preservation and enhancement.
Predictability
We prioritise understanding your needs, ensuring that every step we take aligns with a clear, predictable path to fulfilment of your needs. We believe in foresight, anticipate economic trends, and tailor strategies to keep your wealth secure and thriving.
Proactive Approach
We don't wait for opportunities; we create them. By staying ahead of industry innovations and legal shifts, we transform potential challenges into opportunities.
Preservation & Enhancement
We view wealth as a living, evolving entity that requires meticulous care and strategic enhancement. Our proactive risk management approach, combined with aggressive growth strategies, leads to sustainability.
Purpose-Driven
We delve deep into your family's history, values, and aspirations, ensuring that your financial legacy is a true reflection of your life's work and vision. All our strategies thrive for the broader purpose of wealth preservation.
Highly Customised Approach
One size can never fit all. Our bespoke solutions are as unique as the individuals and families we serve, tailored to fit specific family requirements, ensuring a perfect fit for a lasting legacy.
Harmony of Aspirations
We aim to create harmony between personal, business, and family aspirations because we believe in crafting stories of legacy. We craft strategies that align your business success with personal fulfilment and family harmony, ensuring a cohesive legacy that spans all aspects of your life.
Team Members
Meet the leaders of WealthDNA who are committed to preserving integrity, accountability, and excellence.
Mahesh Raman is an accomplished investment banker with a wealth of experience spanning over 15 years. Based in Bangalore, Mahesh has made significant contributions to the world of investment banking, including roles with prestigious firms such as KPMG and EY. He specialises in managing...
Arjun is a highly motivated and accomplished entrepreneur with a diverse background in hospitality, real estate, and wealth management. He possesses a comprehensive understanding of investment management and brings a unique blend of strategic vision, financial expertise, and operationa...
VS Binu is a well-rounded individual with a diverse education and professional experience background. He holds a CFP® from the Financial Planning Standards Board. He served as the Director & Principal Officer at Wealthzi from March 2021 to October 2023 and has been actively involved as...