About us

Invest smart, grow wealth, secure future.

GuruTattva Wealth Private Limited excels in preserving, protecting, and growing clients' wealth with exceptional diligence and foresight. Led by an ex-Banker / Wealth Head (HDFC Bank & ICICI Bank) with over two decades of experience in Wealth Management and Branch Banking, the company provides tailored financial solutions, including risk profiling, asset allocation and consistent portfolio monitoring.

At GuruTattva Wealth Pvt Ltd, we believe that true wealth goes beyond mere financial accumulation. It's about achieving financial freedom, living a fulfilling life, and leaving a positive impact on the world.

"GuruTattva" in our name reflects our core philosophy:
  • Guru: Represents guidance, wisdom, and mentorship. We strive to be your trusted advisors, providing expert guidance and personalized solutions tailored to your unique financial goals and aspirations.
  • Tattva: Signifies the fundamental truth, the essence of wealth management. We believe in transparency, honesty, and ethical practices as the bedrock of our services.

We are committed to building long-term, trusting relationships with our clients. We prioritize understanding your individual needs, risk tolerance, and values to create a comprehensive financial plan that aligns with your vision for the future.

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Our core principles:

Trust

We value your trust above all else. We operate with integrity and transparency, ensuring your financial interests are always our top priority.

Honesty

We believe in open and honest communication. We provide clear and concise information about our services, fees, and investment strategies.

Client-centric Approach

We prioritize your needs and goals above all else. Our personalized approach ensures that your financial plan is tailored to your unique circumstances and aspirations.