Aureva Wealth provides end-to-end wealth management designed to help individuals and families build, protect, and seamlessly transfer their wealth. Our philosophy is rooted in personalisation — understanding your life, goals, values, and risk comfort before crafting any strategy. For us, wealth planning is not a one-time event but a continuous journey that adapts to life changes, market conditions, and regulatory shifts.

We are led by highly qualified founders from IIT/IIM with deep experience in wealth and investment management.

Core Offerings

1. Personalised Financial Planning
Our flagship service follows a structured 6-step process: defining the engagement, gathering detailed financial data, analysing your current position, designing a clear action plan, implementing it, and continuously monitoring it. The outcome is a plan that ensures protection, disciplined investing, stable cashflows, and long-term goal fulfilment.

2. Annual Wealth Plan Review
The most critical touchpoint each year — where we revisit the big picture, evaluate portfolio performance, reassess goals, and make strategic or tactical adjustments. This includes rebalancing, reviewing investment suitability, addressing life changes, and setting updated action steps.

3. Estate Planning
We help safeguard your legacy through wills, trusts, nominations, PoA, joint ownership, living wills, gifts, and guardianship structures — ensuring your intentions are honoured and your loved ones are protected across life’s uncertainties.

4. Comprehensive Tax Planning
We integrate tax intelligence into every financial decision. Our approach covers income-deduction optimisation, capital gains strategies, tax-loss harvesting, wealth-transfer planning, HUF structures, gifting rules, and NRI/International taxation including DTAA and residency rules.

Aureva Wealth stands as your long-term, fiduciary financial partner — ensuring your wealth grows steadily, remains protected, and transitions smoothly across generations

Aureva Capital Private Limited

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Aureva Capital Private Limited

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Teams

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