About Us
We are a modern Wealth Management firm that understands the complex financial needs of HNI, UHNI, business families and corporates. We offer them the best products and services to meet their financial and strategic goals in line with their expectations.
Our wealth offering is holistic, unbiased, and based on the time-tested principles of risk profiling, appropriate asset allocation, and diversification & backed by strong research.
We are backed by our Parent company, Unified Vision Capital a global bank headquartered in New Delhi. We leverage our group resources and wide industry network to craft optimal wealth management and advisory solutions and help our clients achieve their financial goals.
OUR MISSION
Our mission is to help our clients and future generations embrace the responsibilities of success by developing, implementing, and monitoring financial strategies that are consistent with their core values.
OUR VISION
To establish an enduring Wealth Management firm that is valued and trusted by clients and peers and can support multiple generations.
Ajay Kumar
Chief Executive Officer
Mr. Ajay Kumar has over 26 years of experience in driving corporate banking, investment banking, fund raising, private equity and corporate advisory service. He manages Unified Vision Capital’s client relationships creating a team work environment to enhance productivity of the Company. Mr. Kumar is an executive management graduate from IIM Kolkata.
Nipun Mahajan
Sr. Managing Partner
Team Members
Clients
Awards
