Naveen Wadhwa
Founder & Chief Investment Officer
20+ years in portfolio management and financial planning. CFA charterholder.
About Us
Wealth is personal. Advice should be too.
Independent, fiduciary wealth advisors helping individuals, families and NRIs grow, protect and pass on their wealth.
One advisor for every stage of life
The same relationship, adapting as your priorities change.
- Early careerStart investing with intent
- Growing familyProtect income and plan goals
- Peak earningGrow wealth, reduce tax
- RetirementTurn savings into income
- LegacyPass on wealth smoothly
20+ yrs
Years of experience
1,800+
Client families
₹4,200 Cr+
Assets advised
97%
Client retention
Why we exist
Financial advice should make life clearer, not busier.
NWealth was built for people whose financial decisions have become connected, consequential and difficult to manage in isolation.
NWealth Capital is an independent wealth-management firm serving individuals, families, founders and NRIs who want advice that is coordinated, transparent and free from product pressure.
As fiduciaries, we place your interests first. Our recommendations are shaped by your goals, cash flows, risk appetite and family priorities — not by commissions or sales targets.
From investments and tax to insurance, retirement and estate planning, we bring each moving part into one accountable relationship so your financial life feels simpler and more deliberate.
The measure of good advice is not activity. It is whether every decision has a clear reason.
Our mission
Turn complexity into confident action.
Help clients make sound financial decisions through independent, research-backed advice that protects what they have built and funds what matters most.
Our vision
Become the advisor families keep for decades.
Be the most trusted fiduciary wealth partner for Indian families globally, recognised for clarity, integrity and long-term stewardship.
Core values
Principles that show up in the work.
Trust is built through repeatable decisions, not a statement on the wall.
01
Integrity
We do the right thing, especially when no one is watching.
02
Transparency
Clear fees, clear advice, clear reporting — always.
03
Empathy
We listen first and advise around your life, not a product.
04
Excellence
Rigorous research and disciplined execution in everything.
05
Stewardship
We treat your wealth with the care we would our own.
06
Accountability
One relationship, owning your outcomes end-to-end.
Leadership
Experienced specialists, one accountable team.
The people responsible for your strategy, execution and ongoing support.
Priya Deshmukh
Head of Financial Planning
Certified Financial Planner specialising in goal-based and retirement planning.
Arjun Kapoor
Head of Taxation & Compliance
Chartered Accountant with deep expertise in personal and NRI taxation.
Meera Raghunathan
Head of Client Experience
Leads onboarding and servicing, ensuring every client feels genuinely looked after.
Our commitment to every client relationship.
- Your interests come first in every recommendation
- Fees and risks are explained before action
- Your assets remain in your name with regulated custodians
- Your advisor remains accessible through reviews and life events
Free 30-minute discovery call
Build a lasting advisory relationship.
Start with a no-obligation conversation about what matters now and where you want your wealth to take you.
