Private Wealth Management

Available across Mumbai

Right Horizons Wealth

Right Horizons Wealth

We create custom wealth plans that link every investment to your goals, manage your portfolio for tax efficiency, and help with legacy planning, so your money works for your life—not just the markets.

1.1k

About

Most folks I meet feel their investments are all over the place. I believe you deserve a plan, not just random buys and sells. For me, it’s about making sure every rupee you put in is actually working towards something real - your dreams, your family, your peace of mind.

How I Work

  • I don’t just look at numbers. My approach is all about 360° financial planning. That means thinking about what you want out of life, not just the markets.
  • Protecting what you’ve built matters to me as much as growing it. I always keep an eye on inflation and those market u-turns everyone dreads.
  • Honestly, market noise can mess with your head. I’m big on discipline so you don't fall for short-term fads.

What You Get

  • Goal-based financial planning: Whether it’s a new house, your kid’s future, or a chilled-out retirement, every investment is mapped to a goal.
  • Personalized investment strategy: No generic portfolios here. Your risk appetite, time frame, and personal story shape everything.
  • Boutique portfolio management services (PMS): For folks wanting that extra edge, my proprietary RH Structured Investment Process goes beyond the basics.
  • Tax-efficient portfolio management: I make sure your plan isn’t just about returns, but also about keeping more of what you earn.
  • Help with retirement and multi-generational wealth transfer, so your legacy’s secure.

Who I Mostly Work With

  • HNWIs, families, entrepreneurs, doctors, working women, and NRIs who truly want structure and sense in their money game.

What Actually Matters

You might see numbers like 13.4% CAGR out there, but what matters more is sleeping easy, knowing you’ve got a plan and someone who actually cares about your future.

Meet your Expert

Right Horizons Wealth

Right Horizons Wealth

13 connects in last 3 months

My Story

We’re Right Horizons, not your typical finance folks. We started out tired of seeing people stressed out by random market advice, so we built this place to actually listen and guide. Our team’s a mix of money nerds and real people—think expert webinars, but also chai breaks and potluck lunches. For us, it’s about sharing—ideas, wins, and honest plans—so your dreams and your money finally get on the same page.

My Work

All in one financial services - We cover personalized investment advisory, NRI wealth management, retirement and tax planning, strategic ESOP guidance, and PMS.

Plans made for you - No cookie-cutter stuff. We get your goals and build a plan that actually fits your life, not just your numbers.

Expert advice, always - Our team shares weekly bulletins, webinars, and one-on-ones—helping you handle market swings without panic.

Full picture money help - From budgeting and debt to growing and protecting your wealth, we’re with you for every step, not just the fancy investment bits.

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