Our story
Empowering Financial Futures, One Legacy at a Time
NorthGrove Partners was born out of a shared vision—to simplify wealth for every individual and family we serve. What started as a deep curiosity in the financial markets evolved into a mission: to make professional wealth management accessible, transparent, and tailored to the unique needs of each client.
Backed by years of experience, industry research, and a passion for financial literacy, we set out to bridge the gap between retail investors and sophisticated investment strategies once reserved for institutions.
Who We Are
We are a boutique wealth management firm offering end-to-end financial solutions—from Mutual Funds, PMS, and AIFs to Unlisted Investments and Financial Education. Our team comprises finance professionals, market analysts, and educators dedicated to helping clients grow, preserve, and transfer wealth meaningfully.
Our Mission
To empower investors with the right tools, products, and knowledge to make informed decisions and achieve financial freedom.
What We Believe
We believe wealth is not just about money—it’s about clarity, confidence, and control. Our client-first approach ensures every strategy we design is aligned with your values, goals, and risk appetite.
Meet Our Team
Our Clients
We serve a selective group of clientele who value discretion, customization, and long-term partnerships:
- Promoters & Business Families
- CXOs & Senior Professionals
- Ultra-HNIs & Family Offices
- NRIs with Indian Interests
- Entrepreneurs & Wealth creators
Our services are curated to align with the specific needs of Indian and global investors looking to grow, protect, and transition wealth effectively
Our Process
Discovery & Goal Mapping
We begin by deeply understanding your financial landscape, goals, and values.
Strategy & Structuring
A tailored investment and asset structuring roadmap is designed using our proprietary frameworks.
Execution with Transparency
Seamless onboarding and execution through trusted custodians, with regular updates and performance reviews.
Ongoing Optimization
We monitor, rebalance, and recalibrate your portfolio in response to market dynamics and life changes
Discovery & Goal Mapping
We begin by deeply understanding your financial landscape, goals, and values.
Strategy & Structuring
A tailored investment and asset structuring roadmap is designed using our proprietary frameworks.
Execution with Transparency
Seamless onboarding and execution through trusted custodians, with regular updates and performance reviews.
Ongoing Optimization
We monitor, rebalance, and recalibrate your portfolio in response to market dynamics and life changes
Join Us
Whether you’re beginning your wealth journey or looking to optimize and diversify, NorthGrove Partners is your trusted partner in every stage of financial growth.