The Art of Intelligent Investing.

Creating Wealth through Uncommon Knowledge and years of Accumulated Wisdom..

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A Tradition of Value Investing.

Bill Gates and Mukesh Ambani are among the Richest in the World because they own Equities.

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We Work With

We understand the complex financial needs of UHNIs (ultra-high net worth individuals), families and corporates, and we offer them unique products and services that can meet their requirements. We leverage our group resources and wide industry network to craft optimal wealth management and advisory solutions to help our clients achieve their financial and strategic goals.

Our customized services are complemented by our superior execution, robust investment policy framework, rigorous due diligence process with a strong emphasis on picking future winners.

  • HIGH NET WORTH INDIVIDUALS

    We aim to cater to every need of our clients by providing them with customized portfolio recommendations, taxation advice and succession planning.

    We ensure strong portfolio governance through superior execution, risk mitigation and deployment of continuous monitoring mechanisms.

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  • FAMILY OFFICES

    We help manage the fiduciary, trust and estate businesses of multiple families of high repute and provide them with investment prepositions which are differentiated and strategic in value.

    Our exclusive tie-ups with HR and lifestyle consultants and education agencies is another step in our endeavor to be a complete solution provider for both financial and personal goals of our clients.

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  • CORPORATE TREASURIES

    GoldRock Management facilitates corporates to prudently manage their surplus funds. We advise over 10 corporate treasuries and manage treasury assets worth USD 100 Million.

    Our in-house trading desk has the capability to provide unique solutions to corporates with access to major debt market participants.

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Earning money does not mean accumulating wealth.

You need to put your money to use so that it generates wealth. So, transform your money into wealth with our wealth management services
  • 1

    Goal-based Wealth Planning

    Get a structured wealth plan for an effective Wealth Management of your finances.

  • 2

    Tailored Wealth Strategy

    Our team builds a custom-made Wealth Strategy to increase your wealth in a planned and strategic manner.

  • 3

    Increase Your Wealth Potential

    We offer you an expedient method to grow your money through strategic planning, market insights, and analytic process. We take into account the management of your financial assets, investments and intangible wealth.

Wealth Management Services Specifically Personalized for you !

Dedication. Determination. Discipline.
Wealth Management Plan 1
1 Year Plan
Annual Fee (% of AUM) - 2.5%
Hurdle Rate (Annual) - 20%
Profit Sharing % Above Hurdle Rate - 20%
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Wealth Management Plan 2
3 Year Plan
3 Year Fees (% of AUM) - 9%
Hurdle Rate (For 3 years) - 90%
Profit Sharing % Above Hurdle Rate - 20%
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Flexible plans for domestic and NRI clients with a combination of annual fee and profit sharing above hurdle rate. All plans are subject to a minimum subscription fee. Taxes as applicable. We follow the high water mark principle.
Access to our seasoned wealth management personnel

We have expert wealth management advisors empanelled with us to chart your wealth management needs. Our experienced advisors give you seasoned services for managing your wealth which fulfil your financial goals. The advice that you get helps you in meeting your financial goals, saving your tax outgo, choosing good investment avenues and, thus, maximising wealth.

Personalized approach to your wealth creation

Our wealth managers have a personalised approach to your wealth management needs. Every individual’s need is considered with a separate outlook and suitable wealth financial services are provided suiting such needs. You can seek particular financial solutions for your wealth management needs and our planners would provide you with the relevant solutions.

Regular updates of Wealth Management

Wealth management is not a one-time affair. It need regular review and update for maximum growth potential. That is why we provide you with regular updates of your investments. With these regular updates you can find which of your investments are contributing to your wealth and which need a change. We, therefore, provide you dynamic services complete with periodic updates so that you can maximise your wealth.

The smartest thing to do with your money

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Time saving

75%

Success rate

90%

Customer satisfaction

99%

Frequently asked questions

Find quick answers to common questions using our helpful FAQs.

1. How does it work?

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2. What other services are available?

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3. Where is my data stored and how is it secured?

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4. Are there any fees that I have to pay?

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5. What supporting documents do I need?

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6. How can I contact you?

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Getting started

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Ask an expert

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Contact us

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Analysts

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Customer satisfaction

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Return rate

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Client testimonials

Happy clients are the bedrock of any strong business and ours is no exception. Read a few of our testimonials below.

The best way to manage expenses. Speak to a finance consultant today.

Understanding your requirements and objectives is important to us. We listen and work together to create a truly unique and unforgettable experience.

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    Wealth Growth for All

    You don’t need to be rich to avail our wealth management services. We understand that the need of wealth creation is universal in nature and so we do not judge you on your income. Our service can be availed not just by high net worth individuals but also by investors who have a set plan for their financial goals and investments. We provide differently designed wealth creation plans to different individuals based on their disposable incomes.

    Our team is dedicated to help in delivering long term wealth growth for every individual irrespective of their income.

    Holistic Wealth Management Coverage

    Wealth management is a huge concept and we understand the various aspects it has. When designing a financial plan for your wealth we leave out no particular of your financial portfolio. We plan your investments once your wealth management plan is set in place. Our expert takes care of financial planning, investment management planning, personal retail banking services, tax consultation, estate planning, and legal advice for you. Thus, you get all the services of multiple wealth management firms at our website. You don’t have to look for different wealth management companies in Delhi/NCR for each of these wealth planning. Choose just us for wealth and investment management and your work would be completed expertly and quickly.

    Personalised for you

    We have expert wealth management advisors empanelled with us to chart your wealth management needs. Our experienced advisors give you seasoned services for managing your wealth which fulfil your financial goals. The advice that you get helps you in meeting your financial goals, saving your tax outgo, choosing good investment avenues and, thus, maximising wealth.

    Wealth Management Services

    Come experience our personal Wealth Management services
    once and we promise you would never look back!!
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    Market Access and Import/Export

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    Customs Valuation and Niche Tradings

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    State Trading and Regional Trading

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    Distribution

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    Market Access and Import/Export

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    Customs Valuation and Niche Tradings

    Tincidunt elit magnis nulla facilisis. Dolor sagittis maecenas. Sapien nunc amet ultrices, dolores sit ipsum velit purus aliquet, massa fringilla leo orci.

    State Trading and Regional Trading

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    Tourism

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    Market Access and Import/Export

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    Customs Valuation and Niche Tradings

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    State Trading and Regional Trading

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    Health

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    Market Access and Import/Export

    Tincidunt elit magnis nulla facilisis. Dolor sagittis maecenas. Sapien nunc amet ultrices, dolores sit ipsum velit purus aliquet, massa fringilla leo orci.

    Customs Valuation and Niche Tradings

    Tincidunt elit magnis nulla facilisis. Dolor sagittis maecenas. Sapien nunc amet ultrices, dolores sit ipsum velit purus aliquet, massa fringilla leo orci.

    State Trading and Regional Trading

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    Education

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