Because managing wealth isn’t just about picking stocks or funds. It’s about answering bigger life questions:

Are your investments aligned with your life goals?

Do you have a tax-efficient strategy?

Are you adequately insured?

Is your family financially secure if something happens to you?

Is your legacy protected?

Without a holistic plan, wealth can become scattered, inefficient, or even erode over time.

Not really. While investing is important, it’s just one piece of the financial puzzle.
Without a structured wealth plan, you may face:

Overexposure to risk

Missed tax-saving opportunities

Liquidity issues in emergencies

Inability to meet long-term goals

Emotional decision-making during market volatility

A Chartered Accountant (CA) typically helps with tax filing and compliance.
A wealth manager acts like your Personal CFO, helping you:

Strategize your investments

Optimize tax liabilities

Plan for life goals

Protect your wealth

Create intergenerational continuity
Together, both professionals play complementary but different roles.

Ignoring wealth management can lead to:

Disorganized and underperforming investments

Higher tax burdens

Inadequate insurance coverage

Missed or delayed financial goals

Family conflict over inheritance

Lack of emergency funds
A lack of planning today can become a crisis tomorrow.

Wealth management is for anyone who wants to:

Grow and protect wealth strategically

Manage risk, taxes, and cash flow

Leave a meaningful legacy

Plan for major life goals (education, home, retirement)
Our services are especially suited for:

HNI and UHNI individuals

Business owners

Corporate executives

Families with intergenerational assets

The best time is as early as possible.
Wealth management is not only for the ultra-rich. Starting early helps with:

Compounding wealth over time

Avoiding costly mistakes

Building strong financial habits
Even if you’re starting small, a plan creates clarity and direction.

Not necessarily.
We offer different levels of services based on where you are in your journey. Whether you’re starting with mutual fund SIPs or require bespoke PMS/AIF structures, we tailor solutions to suit your needs.

Strategic + Personal: We combine deep market insight with personal attention.

Fee-Transparent: No hidden commissions. You always know what you’re paying for.

360° Planning: From wealth creation to succession—we cover the full spectrum.

Education-Driven: We don’t just manage your wealth; we help you understand it.

Client-Centric Approach: We offer unbiased, conflict-free advice.

Holistic Planning: We manage your entire financial ecosystem, not just investments.

Research-Driven Decisions: Our recommendations are backed by in-depth market analysis.

Transparency: No hidden commissions, no surprise fees.

Yes, different services have different thresholds. For example:

Mutual Fund Advisory: No minimum

PMS: ₹50 Lakhs (as per SEBI guidelines)

AIF: ₹1 Crore minimum investment
We also offer low-ticket educational solutions and wealth starter kits for first-time investors.

Absolutely. We don’t believe in one-size-fits-all strategies. Every portfolio is custom-built based on your risk appetite, time horizon, financial goals, and preferences.

Yes. We adhere to strict data protection policies and cybersecurity protocols. Your financial data is encrypted and never shared with third parties without your consent.

Yes, NorthGrove runs exclusive Financial Literacy and Investment Masterclasses designed to empower individuals with practical knowledge in stock markets, personal finance, and investment planning.