Three decades of practice

Healthy investment advice for your financial well‑being.

Three decades of advising families on what to own, what to protect, and what to leave behind.

Who We Are

A boutique investment advisory practice offering unmatched advice and exceptional opportunities, to clients who value integrity.

Wealth Doctor provides customised investment advice across global real estate, insurance services, financial asset management and loans. Our spectrum of services extends further to the critical areas of taxation and investment litigation.

For some, the building is behind them, and what they hold now needs to grow without being put at risk. For others it is earlier: an income that has outgrown the way it is being handled, and a clear idea of where they intend to end up. The questions turn out to be the same ones asked at different points: what to own, what to protect, what to borrow against, and what to leave behind.

With established offices in Mumbai, Delhi NCR and Chandigarh, we work with a deliberately selected group of clients: acclaimed Indian names from the arts and from sport, high net worth individuals, and Non-Resident Indian families across the world.

Our brief is to meet the growth objectives of our clients while keeping the safety of their capital firmly in view. We work with integrity, transparency and promptness, and we would rather give advice a client did not expect than advice they simply wanted to hear.

Come and invest with us, and take the benefit of honest, unbiased counsel.

A family laughing together on a sofa at home

The Practice

Compounding progress, built over decades of discipline.

Helping you with

Real Estate
Insurance
Investments
Loans

Across India and abroad

0+: Years of practice
0+: Families advised
₹0 Cr+: Advised across mandates
0+: Institutional partners

Our Process

How we guide you through an investment journey

We follow a five-step iterative process. As we work through it, we get to know you, and you get to know us, our philosophy and our temperament. Because we expect this to be a long relationship, there are no fees or obligations for the first meeting.

Discover
We listen, and gain a clear picture of where you would like to go, what you would like to do, and where you would like to be in the years to come.
Align
We establish what success actually means for this investment, and align your goals and measures with the solutions capable of reaching them.
Design
We work out a suitable plan, sharing our investment philosophy, discussing asset allocation and rebalancing, and defining your risk tolerance and time horizon.
Implement
We execute the plan, reading current market conditions so that the strategy is put to work at the right moment rather than merely on schedule.
Manage
We review statements and performance together, monitoring progress and adjusting as your circumstances and the market both move.

What We Do

Four disciplines, one table

Most firms hold one of these. Holding all four means a decision in any of them is never taken blind to the others.

Core Values

What keeps us on the right path

Client Centric Approach
The advice starts with your position, not with what we would like to place. If a recommendation does not serve you, it does not get made.
Teamwork
Real estate, insurance, investments and lending sit in one practice, so decisions in one area are taken with full sight of the others.
Integrity
Unbiased counsel, disclosed clearly. We would rather lose a mandate than earn one by leaving something unsaid.
Experience
Three decades across market cycles, including the ones that did not go to plan. Judgement of this kind cannot be shortcut.
Excellence
Attention to the smallest details of a mandate, long after the paperwork is signed and the interesting part is over.

Questions

Before you get in touch

What does the first meeting involve?

A conversation, and nothing more. We listen to where you are and where you would like to be, and set out honestly whether we are the right practice for it. There are no fees or obligations attached to a first meeting.

Do you advise across all four areas, or can I engage you for one?

Either. Many clients come to us for a single mandate, whether a property, a policy or a loan, and the relationship widens over time. The advantage of holding all four under one roof is that a decision in one area is never taken blind to the others.

Do you work with Non-Resident Indians?

Yes, and have for many years. A substantial part of our practice is NRI families holding assets in India while living elsewhere, which brings its own questions around repatriation, taxation and being able to act on something from a different time zone.

How are you paid?

This is discussed openly at the outset, before any recommendation is made, and it is set out in writing. We would rather have that conversation early than have it become a discovery later.

Can you help with litigation or taxation on an existing investment?

We advise on taxation and legal matters relating to investment litigation in India, particularly in real estate and insurance. Where specialist counsel is required, we work alongside it rather than in place of it.

How is my information handled?

Discreetly. Client details are never shared, and we do not publish client names or holdings without express written permission.

In Their Words

Clients, on the record

Filing taxes used to be the part of the year I dreaded. Wealth Doctor took it apart, explained it, and made the whole thing straightforward.
Gurpreet GhuggiActor
They have been a genuine partner in finding the right residential property to invest in. Patient, and never pushing me toward whatever was easiest to sell.
Kapil SharmaActor and comedian
I had too many investment options in front of me and no way to compare them. Their advice cut through it and helped me make the right choice.
Om PuriActor
They resolved a problem with my insurance policy that I had been carrying for a long time. Dedicated service, and they stayed with it until it was done.
Sardar SinghFormer captain, Indian hockey team