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Wealth management built around

you.

your goals.

your portfolio.

A full-service wealth management firm for India's emerging affluent — independent from day one, portfolio-first by design, and engaged for the long arc.

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How it works

By the Numbers

Ten years of doing the work. The numbers follow.

10+

years in practice

Experience that compounds alongside your wealth.

ii.

150+

families served

Each with a full portfolio review not a product placement.

iii.

₹50L+

minimum portfolio

Serious wealth, managed seriously. Onboarding begins with a full review.

iii.

asset types

Equities, fixed income, and   alternatives — the complete toolkit.

The Reality

Most wealth management ends where yours should begin.

You invest. Someone recommends a fund. You sign forms. Get a statement. No one looked at your full picture — your taxes, your holdings, your goals. A product was placed. The relationship ended there

This is not wealth management. And most people doing it won't tell you the difference.

"A diya doesn't ask which room you sit in — it lights every part of the picture."

The Reality

Made for you. Evolves with you.

What sets us apart isn't just how we build — it's that we stay. Quarterly reviews beyond returns. Proactive calls when markets move. An advisor who knows your portfolio well enough to act, without starting over every time.

The right wealth management shouldn't depend on how much you have. It should depend on how seriously you take your goals.

Varun Fatehpuria · Founder & CEO

Portfolio-first.

Every time.

Every recommendation begins with a full review of what you already hold — not a product to place.

ii.

Multi-asset thinking

across the toolkit.

Equities, fixed income, and alternatives, weighted to your goals and time horizon.

iii.

Engagement that

lasts beyond day one.

Quarterly reviews, proactive calls when markets shift, and an advisor who knows your portfolio.

ii.

One advisor.

One relationship.

Equities, fixed income, and alternatives, weighted to your goals and time horizon.

Strong foundations.

Long horizons.

who we serve

Built for India's

wealth creators.

Minimum portfolio

₹50 lakh and above.

Onboarding begins with a full review.

Founders & Operators

Business owners

and entrepreneurs.

Senior executives with concentrated stock positions
Entrepreneurs building wealth alongside their company
Entrepreneurs building wealth alongside their company

Corporate Treasuries

Businesses with surplus capital.

Senior executives with concentrated stock positions
Entrepreneurs building wealth alongside their company
Entrepreneurs building wealth alongside their company

iii

Professionals

Earners with growing portfolios.

Senior executives with concentrated stock positions
Entrepreneurs building wealth alongside their company
Entrepreneurs building wealth alongside their company

Families

Inheritors and multigenerational wealth.

Senior executives with concentrated stock positions
Entrepreneurs building wealth alongside their company
Entrepreneurs building wealth alongside their company

Independent.
Founder-led.

Daulat was built on a straightforward conviction: that the quality of financial advice available to an investor has nothing to do with the size of their portfolio, and everything to do with the independence of their advisor.

Featured In

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Varun Fatehpuria

Founder & CEO

Built Daulat after a decade in private wealth at firms across Mumbai and Singapore. Believes that independence isn't a feature — it's the prerequisite.

When I started Daulat, I kept meeting people who had a lot of money managed but no one actually managing their wealth. They had products. They had statements. What they didn't have was an advisor who genuinely knew their whole picture and had the independence to act on it.

LinkedIn ↗

Press kit ↗

Letters →

who we serve

the daulat view

Where we sit on the markets.

All insights →

Geopolitics |

Apr 2026 |

9 min

What the US–Iran standoff means for your India portfolio.

How India-linked portfolios should be thinking about the current macro environment.

Read the blog →

Geopolitics |

Apr 2026 |

9 min

What the US–Iran standoff means for your India portfolio.

How India-linked portfolios should be thinking about the current macro environment.

Read the blog →

Geopolitics |

Apr 2026 |

9 min

What the US–Iran standoff means for your India portfolio.

How India-linked portfolios should be thinking about the current macro environment.

Read the blog →

The Daulat View, in your inbox.

Market perspective, portfolio thinking, and Daulat's take on what matters. No noise.

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The conversation costs nothing.

The clarity is worth everything.

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Full-service wealth management for India's wealth earners.

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Daulat Finvest Private Limited is an AMFI Registered Distributor (ARN-246482). This website does not constitute investment advice. Past performance is not indicative of future results. Investments are subject to market risk.