Wealth Management | Saarthya Capital

We serve salaried individuals, business owners, NRIs, senior citizens, HNIs and Ultra HNIs.
Yes, all our financial and legal offerings are fully compliant with SEBI and Indian trust & inheritance laws.
Absolutely. We offer periodic reviews and updates to match your life changes.
100%. We follow strict confidentiality, encryption, and data protection norms.
Yes. Nominations only indicate who can claim the asset, but a will determines legal ownership and reduces disputes.
Absolutely. We manage and structure both domestic and international assets, ensuring tax efficiency and compliance in relevant jurisdictions.
Ideally every 12–18 months, or sooner if there are major changes in income, assets, or family circumstances.
Yes, we help business owners create succession structures, shareholder agreements, and family constitutions.
Never without your consent. All client data is stored securely and used strictly for advisory purposes.
Yes, we offer integrated portfolio management and tax filing services so you can have a one-stop solution.
Yes, we help set up and manage charitable trusts, donor-advised funds, and CSR initiatives for legacy impact.
Yes, we help set up and manage religious trusts as well
Yes, we help set up and manage trusts for societies and RWA's