The group behind the brands.
Wealthdoor Group sits behind regulated wealth businesses in the United States and India. The Group sets the standard. The brands hold the relationships.
- 2Regulated markets
- 3Businesses
- 1Standard of advice
Our story
Built for credibility at scale.
Wealthdoor was structured so that growth across markets would not move decisions further from the client.
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Where the advice sits
Advice and portfolio management are handled by the regulated business in each market. The Group provides the shared technology, risk framework and governance behind them.
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What the Group does not do
Wealthdoor Group itself does not advise clients or manage client assets. That responsibility sits with the regulated businesses in the markets they serve.
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Why it is built this way
Accountability stays close to the client, and each business still has the strength of a shared Group behind it.
Who we are
Institutional strength, personal attention.
Our businesses serve individuals, families and institutions with institutional discipline and close attention to the people they serve.
We built technology used by banks and wealth managers, and now bring that experience to the businesses we operate ourselves.
The businesses we run
Our values
Five commitments we can be held to.
They guide how we advise, how we are paid and what we say no to.
Client first
Your goals set the plan. The product comes after.
Integrity
We are clear about our fees, our documents and any conflicts.
Excellence
The same high standard, whatever the account size.
Global mindset
A global view of markets, grounded in local expertise.
Built for generations
We plan for what you hold today and what you may pass on tomorrow.
Advice before products. People before portfolios. Goals before numbers.
The order is the point. Change it and you get a sale instead of a plan.
Global reach
Global reach. Local understanding.
Each market has its own regulator, its own team and its own client documents, written for that market.
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A global mindset
Families increasingly hold money, property and obligations in more than one country. Our advisers look at the whole picture, not just one market.
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Local expertise
Advisers based in the market you invest in, who understand its products, rules and market context.
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Regulated in each market
Our US advisory business is registered with the SEC. Our India advisory business is registered with SEBI. Registration in one market is never presented as cover for the other.
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Built for the long term
A plan measured in decades, not quarters, and a relationship meant to outlast a market cycle.
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