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A firm built for the families that build India.
A Bengaluru-based wealth management platform offering personalised, goal-driven investment solutions for affluent and high-net-worth investors.
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I — Who we are
ActivWealth helps affluent investors move beyond generic diversification toward more structured, personalised wealth management — with tailored portfolio strategy, transparent advice, and end-to-end support.
From our home in Bengaluru, we combine risk-profile-based portfolio construction, goal tracking, detailed reporting, and tax assistance across a curated set of investment solutions — so clients invest with greater clarity, structure, and confidence.
SEBI Registered
Fiduciary by charter
Fee-only
Bengaluru
Mumbai
Dubai
Est. 2006
Mumbai · Bengaluru · Dubai
A boutique built on trust — one family at a time.
18+
Years
Fig. 01 — The Firm
2006 — Present
II — Our story
Eighteen years, one mandate:
steward capital with care.
2006
Founded in Mumbai
Established as a boutique advisory for a handful of founder families.
2011
SEBI RIA Registration
Among India’s early adopters of the fiduciary Registered Investment Adviser framework.
2016
Private Markets Desk
Launched Pre-IPO and late-stage venture allocations for qualifying mandates.
2020
Bengaluru Office
Second office opened to serve founders and operators in South India.
2024
Dubai Presence
GCC advisory desk established for NRI and cross-border family structures.
III — Principles
Four commitments we do not compromise.
These are not marketing values. They are how we hire, how we underwrite, and how we say no.
01
Client first, always.
Fiduciary by charter. Every recommendation must survive the question, would we hold this ourselves?
02
Quiet compounding.
Wealth builds in patient decades, not loud quarters. We resist the noise so our clients don’t have to.
03
Institutional rigour.
Diligence, documentation and governance modelled on the world’s most disciplined family offices.
04
Legacy in mind.
Structured with the next generation seated at the table — because wealth is a conversation between them.
IV — Leadership
Partners & Principals
Saurav Sengupta
Co-Founder
MBA Finance, MIFA
Sets the firm’s investment philosophy and leads portfolio construction across equity and multi-asset mandates.
Ankit Awasthi
Co-Founder
B.Tech, MBA — IMI New Delhi
Anchors strategy, research and the firm’s institutional relationships across India and the GCC.
Varun Jindal
Co-Founder
MBA Finance, MIFA
Leads client advisory and bespoke mandate design for founders, operators and family offices.
Ankita Singh
Co-Founder
MBA, Praxis
Heads operations, client experience and the firm’s reporting and governance framework.
Hitesh Kumar Singla
Wealth Partner
Client Advisory
Partners with clients on goal-based planning, portfolio review and long-horizon capital allocation.
Sunil Subramaniam
Senior Advisor
Capital Markets Veteran
Three decades in Indian asset management. Guides the firm’s markets view and macro positioning.
Aji Kumar
Wealth Partner
Private Clients
Cross-border advisory for NRI and GCC-based families, structured around long-term stewardship.