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Precision-Driven Wealth Management for HNIs & UHNIs

Welcome to Ingenious Capital. For us, the only way to grow wealth is to measure progress, monitor the metrics and constantly strategize for higher returns.

Catering exclusively to HNI and UHNI clients, we specialize in bespoke wealth management, estate planning, tax planning, and risk planning. Our expertise lies in data-driven strategies ensuring that your financial legacy remains secure and keeps expanding.

With a strong track record of 15+ years in managing and growing high-value portfolios, our approach is rooted in deep market insights, industry expertise, and a commitment to delivering tangible and transparent results.

We believe that wealth is about control, opportunities, and building a lasting financial legacy.

Our Philosophy – Beyond Wealth, Towards Legacy

  • Tailored strategies for capital growth with access to PMS, AIF, mutual funds, bonds, and structured investments.

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    Bespoke Wealth Management

  • Diversified opportunities across domestic and international markets.

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    Global Wealth Strategies

  • Structuring wealth for seamless generational transfer.

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    Legacy & Succession Planning

  • Our 360-degree services for wealth preservation guide you on proper tax planning and insurance protection.

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    Comprehensive Guidance

  • Monitor portfolio performance and asset allocation through a secure user dashboard/application.

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    Complete Transparency & Real-Time Access

Mission

Our mission is to make financial stability and growth accessible to every Indian by offering tailored financial services and knowledge. We aim to empower individuals through financial education and personalized services, creating a path to financial well-being.

Vision

Our vision is to be the leading provider of holistic financial services in India, transforming lives through financial empowerment. We aspire to set new standards in the financial industry, ensuring that every individual has the opportunity to secure their financial future.

Values

Our core values revolve around empowerment, integrity, client-centricity, innovation, excellence, team spirit, and sustainability. We empower individuals, operate with integrity and transparency, and prioritize our client's welfare above everything else.