Private Wealth Management
Personal advice and portfolio management for individuals and families, at home and across borders.
Explore Private Wealth →Wealth management,
built around you.
One standard of advice, across the US and India.
What we believe
Built around your goals, not an average.
Your money is personal. The plan should be built around what you are trying to reach.
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A plan begins with a life, not a product.
We start with your goal, then build the portfolio around it. Never the other way around.
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Advice is a relationship, not a transaction.
One named adviser who holds your whole picture, across accounts, borders and years.
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Trust is something you can check.
Plain-language documents, published disclosures, and regulators you can use to verify us.
Our standard
The standard behind everything we do.
One promise: advice that puts you first.
We are bound to act in your interest, and not what earns us the most.
Our ecosystem
One promise. Three businesses.
Each serves a different client, with the same standard.
Consumer Investing
Accessible, goal-based investing for everyday investors, built around a goal instead of a product.
Explore Nestvest →
Institutional Solutions
Wealth technology and infrastructure for banks, advisers and institutions worldwide.
Explore Institutional Solutions →Our brands
Brands built around different needs.
One group, with brands designed around the clients they serve.
A smart gateway to wealth creation
Private wealth management for individuals and families. Regulated locally, in the US and India.
For parents who plan ahead
Goal-based investing for parents. Start with the future you want for your child, and we build and manage a plan around it.
Global perspective, local expertise
Bridging markets. Expanding possibilities.
We advise in two markets, each under its own regulator, with local teams, and one standard of advice across both.
Together, our presence in the US and India gives clients a gateway to opportunities across markets, while keeping advice grounded in local expertise.
United StatesSEC registered adviser
IndiaSEBI registered adviser
2MarketsEach locally regulated
3BusinessesOne shared standard
4Client sitesWritten in local terms
1PromiseAdvice that puts you first
Our values
Our values shape how we work.
Five commitments that guide how we advise, how we are paid and what we say no to.
Why Wealthdoor
A partner you can trust,
at every step.
From a first goal to a family balance sheet, the same four things hold.
Fiduciary first
Where we advise, we are legally bound to act in your interest. Not the product's, and not our own.
A disciplined process
Research, a written plan and a review schedule. The same for a first plan and a family fortune.
One adviser who knows you
A named person who understands your full picture across accounts, borders and years.
Transparency you can check
Plain-language documents, published disclosures and regulation you can verify.
Regulation
Held to the highest duty of care.
Where we advise, we are registered with that market's regulator, and we hold ourselves to one standard across both.
SEC
United States
Wealthdoor AMC US is a registered investment adviser with the U.S. Securities and Exchange Commission.
SEBI
India
Wealthdoor Investment Advisors is registered as an Investment Adviser with the Securities and Exchange Board of India.
Careers
Build something that reaches real lives.
Join a group bringing personal, goal-based wealth management to clients and institutions around the world.
Advisers, engineers, risk and client teams, across two markets.
Latest thinking
What we're working on.
Group
Wealthdoor expands cross-border advisory to Gulf families
18 Jun 2026
Perspective
Why the way an adviser is paid changes long term outcomes
02 Jun 2026
Nestvest
Goal tracking arrives for education planning
27 May 2026
Regulatory
Wealthdoor AMC US files its updated Form ADV
09 May 2026
Start a conversation
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Prefer email? contact@wealthdoor.com
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