WEALTH MANAGEMENT, WITH DIRECTION

Where Wealth Finds Direction.

Full-spectrum wealth management for Indian families and the global Indian diaspora — thirteen solutions, one written plan, one accountable advisor.

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Explore Our Offerings

SEBI Registered Investment Adviser*

Regulated, transparent and advice-led wealth management built around your goals. Our recommendations follow a structured process designed to put your interests first.

Advice-first

Your written financial plan comes before any product recommendation. We first understand your goals, risk, time horizon and priorities. Only then do we select the solutions that genuinely fit the plan.

Global NRI Desk

One dedicated approach for Indian families and the global Indian diaspora. We help coordinate wealth across India and overseas markets, with attention to residency, currency and cross-border considerations.

One Advisor · One Dashboard · One Plan

Bring your investments, accounts and financial priorities into one consolidated view. One accountable advisor keeps the strategy connected across assets and goals.

5 Star Rating Bank

40

Years of Experiense

About Pravah Wealth

Wealth is not just what you build. It is where you take it.

Pravah Wealth is a full-spectrum wealth management and investment advisory firm helping Indian families and the global Indian diaspora make better decisions with their wealth — across markets, borders and generations.

Modern wealth is rarely simple. A family may have equity, mutual funds, property, businesses, insurance, retirement accounts and assets spread across countries — yet no single view of how everything fits together.

We start by understanding where you are, where you want to go and what could stand in the way. From there, we build a written plan that brings growth, stability, protection and legacy into one connected strategy.

Create stability through government securities, bonds, deposits, REITs and InvITs — giving important goals an anchor across market cycles. Protect the people and wealth that matter through insurance, retirement planning, wills, trusts and succession structures.

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150+

Happy Clients

₹8Cr+

Funding

Years Exp

93%

Approval Rate

The Meaning Of Pravah

Wealth needs more than growth. It needs direction.

Pravah (प्रवाह) is Sanskrit for a continuous, purposeful flow. Our mark says it plainly — the infinite loop of capital that never stops working, carried by two currents: India and the world, growth and safety, this generation and the next. Every recommendation we make must answer one question: does it move your wealth in the direction you chose — across market cycles, across borders, across generations?

Read our story

Our Philosophy

Grow. Preserve. Protect & Pass On.

01 · GROW

Grow

Build long-term wealth through Indian and global equity, funds and carefully selected private-market opportunities.

Our growth solutions include Direct Equity, Mutual Funds, PMS, AIFs, Global Investments and select Unlisted & Pre-IPO opportunities.

Growth Solutions

Direct Equity

Mutual Funds

PMS & AIFs

Global Investments

Pre-IPO Opportunities

02 · PRESERVE

Preserve

Anchor your portfolio with income assets designed to provide stability and fund near-term goals across different market conditions.

Our Preserve solutions include Government Securities, T-Bills, Corporate Bonds & NCDs, Fixed Deposits, REITs & InvITs.

Preserve Solutions

Government Securities

Corporate Bonds & NCDs

Fixed Deposits

REITs & InvITs

03 · PROTECT & PASS ON

Protect & Pass On

Protect the wealth you have created and create a clear path for it to reach the next generation.

Our solutions cover Life & Health Insurance, NPS & Retirement Planning, Wills, Trusts and Succession Planning.

Protection & Legacy

Life & Health

Retirement

Succession

Thirteen solutions. One plan. One advisor.

See the full offering portfolio

Our Working Process

From complexity to clarity.

01
Step

Discover

Understand your goals, priorities, risk and financial life.

02
Step

Design

Create a written wealth strategy aligned to your goals.

03
Step

Deploy

Put the strategy into action with carefully selected solutions.

03
Step

Steward

Review, rebalance and refine as your life and markets evolve.

Why Families Choose Pravah

The Pravah Difference

1. Advice first, always.

The written plan comes before any product. Products serve theplan — never the other way around.

2. Everything on the table.

Advisory fees, and any distribution income where products are executed through us, disclosed upfront, in writing.

3. Fluent in cross-border wealth.

LRS, FEMA, DTAA, GIFT City, NRE/NRO architecture and country-specific reporting — engineered in from day one.

4. One relationship, one view.

Every account, asset and entity — in India and abroad — consolidated on a single dashboard, reviewed quarterly.

The Rupee Band

Global goals need global thinking.

2015 ₹66 per US dollar

2025 ₹88 per US dollar

What one US dollar cost in rupees, 2015 vs 2025 — roughly 3% a year of silent depreciation.

If your goals have a dollar component — a child's education abroad, travel, healthcare or retirement flexibility — a rupee-only portfolio is an unhedged bet.

Pravah builds multi-currency portfolios by design, not by accident.

How we invest globally

INR ₹

GLOBAL $

Do You Have Any Questions?

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Hear What Our Clients Say About Working With Pravah Wealth

"Exrox transformed our financial operations. Their tax team saved us $120K in the first year alone, and their month-end close process reduced our accounting time by 40%. They're true partners in our growth."

Rhonda Proffitt

Director of Finance

" Their tax team saved us $120K in the first year alone, and their month-end close process reduced our accounting time by 40%. They're true partners in our growth.Exrox transformed our financial operations."

Mike Hudson

Entrepreneur

"They handled our complex accounts with ease and precision.Their tax team saved us $120K in the first year, and their month-end close process reduced our accounting time by 40%. They're true partners in our growth."