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Portfolio Architecture
Risk-aware portfolios designed around time horizon, cash-flow needs, concentration, and changing market regimes.
Private wealth, thoughtfully managed
Build wealth with a longer view.
I build secure, scalable and modern software on the cloud. Passionate about solving problems and delivering impactful results.
Outlook
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Illustrative family wealth trajectory₹ 8.42 Cr
The philosophy
“The best wealth plan is one that gives you more choices, not more things to worry about.”
14Years advising
320Client plans shaped
96Long-term retention %
Human-first finance
Calm decisions compound.
I'm a Software Developer with hands-on experience designing, building and shipping products end-to-end. I love turning complex problems into simple, reliable solutions.
The result is a living wealth architecture, reviewed as your circumstances change, not a static allocation left to drift.
Expertise
Where strategy meets stewardship.
Focused advice across the decisions that matter most as wealth becomes more complex.
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Founders & Equity
Liquidity planning, concentrated positions, exit readiness, and post-liquidity wealth transition.
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Legacy Planning
Family wealth conversations, intergenerational goals, and structures that keep intent visible across generations.
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Cash-Flow Strategy
Aligning reserves, spending, investing, and major future commitments without losing optionality.
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Risk Stewardship
Stress-testing assumptions and identifying the risks that can quietly derail an otherwise strong plan.
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Executive Wealth
Coordinated planning for senior professionals navigating compensation, equity, benefits, and life transitions.
Experience
A record built around trust.
Selected career milestones and the environments where I learned to make wealth decisions clearer.
Senior Wealth Manager · Meridian Private Office
Lead multi-generational planning relationships, coordinate specialist partners, and translate complex financial decisions into actionable annual priorities.
Wealth Advisor · Northstar Capital Partners
Built goal-based investment frameworks for entrepreneurs and senior executives, with a focus on concentrated equity and liquidity planning.
Investment Associate · Cedar Grove Advisory
Developed portfolio research, risk reviews, client reporting, and the analytical foundation behind long-term advisory relationships.
The method
Four moves. One clear direction.
A repeatable rhythm for turning uncertainty into a plan you can actually use.
01 · MapClarify goals, constraints, cash flow, and the decisions ahead.
02 · StressTest the plan against volatility, liquidity shocks, and life changes.
03 · AlignBuild the investment and wealth architecture around real priorities.
04 · ReviewKeep the plan living, measured, and ready for the next chapter.
Contact
Bring me the complicated version.
If your financial life has outgrown a simple checklist, let’s start with the full picture. Tell me what you’re navigating and I’ll follow up with a thoughtful next step.
✉ amelia@example.com
☎ +91 22 5550 0185
◈ Mumbai, IN