Wealth Aligned Financial Advisory

Wealth Aligned Financial Advisory is a SEBI Registered Investment Adviser (RIA) and Fee-Only Financial Planning firm dedicated to helping individuals and families make informed financial decisions through unbiased, evidence-based advice.

Founded by Harendra Zatakia, CFPAR, who brings over 21 years of experience in global investment banking with leading institutions including Nomura, UBS and Citi, the firm combines institutional investment discipline with practical personal financial planning.

We believe that successful investing begins with the right financial structurea not product selection. Our advisory process focuses on understanding each client's financial goals, risk capacity, cash flows and life priorities before recommending a customised investment strategy.

Our services include:

a c Comprehensive Financial Planning
a c Retirement Planning
a c Investment Advisory
a c Goal-Based Financial Planning
a c Asset Allocation & Portfolio Strategy
a c Wealth Management
a c Tax-Efficient Investment Planning
a c Risk Management & Insurance Planning
a c NRI Financial Planning
a c Estate & Legacy Planning Guidance

As a Fee-Only SEBI Registered Investment Adviser, we do not earn commissions from mutual funds, insurance companies or financial product manufacturers. Our advice is objective, transparent and aligned solely with our clients' best interests.

Our investment philosophy is built on the principles of Risk First, Returns Next, strategic asset allocation, behavioural finance and long-term wealth creation. Rather than chasing short-term market movements, we help clients build portfolios that are aligned with their financial goals and can withstand changing market conditions.

Whether you are a salaried professional, doctor, business owner, NRI, retiree or high-net-worth family, Wealth Aligned Financial Advisory provides personalised financial planning and ongoing investment guidance designed to help you achieve long-term financial confidence.

Wealth Aligned Financial Advisory serves clients across India and globally through secure online consultations.

Tagline: When Wealth Is Aligned, Everything Else Follows.