Wealth management crafted around

Wealth management crafted around

you

your goals

your portfolio

you

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

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By the Numbers

Ten years of doing the work. The numbers follow.

i.

100%

portfolios reviewed

Every engagement begins with a full picture. No exceptions.

ii.

150+

families served

Each with a full portfolio review not a product placement.

iii.

₹2bn+

assets transacted

Total volume of transactions transacted with us.

iv.

4

asset classes

Equities, fixed income, and 

alternatives — the complete toolkit.

By the Numbers

We don't chase

numbers.

We earn them.

We don't chase

numbers.

We earn them.

i.

0%

portfolios reviewed

Every engagement begins with a full picture. No exceptions.

ii.

0+

families served

Each with a full portfolio crafted individually.

iii.

₹0bn+

assets transacted

Total volume of transactions transacted with us

iv

0

asset classes

Equities, Fixed Income, Commodities and Alternates

The Reality

Most wealth management ends where yours should begin.

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.

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."

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

Wealth that flows.

Wealth that lasts.

OUR STANDARD

Made for you. Evolves with you.

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.

India's wealth creators deserve access to best-in-class, institutional-grade tools that can make their wealth work to its full potential

VF

Varun Fatehpuria · Founder & CEO

i.

Portfolio-first.

Every time.

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

i.

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.

ii.

Multi-asset thinking

across the toolkit.

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

iii.

Engagement that

lasts a lifetime.

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

iii.

Engagement that

lasts a lifetime.

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

iv.

One advisor.

One relationship.

A low advisor-to-client ratio means your advisor can curate the best of the firm to deliver a bespoke service

iv.

One advisor.

One relationship.

A low advisor-to-client ratio means your advisor can curate the best of the firm to deliver a bespoke service

who we serve

Built for India's

wealth creators.

Built for India's

wealth creators.

Minimum portfolio

₹50 lakhs and above.

Minimum portfolio

₹50 lakhs and above.

i

Founders & Operators

Business owners

and entrepreneurs.

  • Personal wealth growing alongside the business

  • Liquidity events — IPO, secondary, or exit

  • Diversification out of concentrated equity positions

i

Founders & Operators

Business owners

and entrepreneurs.

  • Personal wealth growing alongside the business

  • Liquidity events — IPO, secondary, or exit

  • Diversification out of concentrated equity positions

ii

Corporate Treasuries

Businesses with surplus capital.

  • Operating surplus deployed beyond bank deposits and FDs

  • A treasury investment policy aligned to working capital cycles

  • Post-tax yield across liquid, arbitrage, and debt instruments

ii

Corporate Treasuries

Businesses with surplus capital.

  • Operating surplus deployed beyond bank deposits and FDs

  • A treasury investment policy aligned to working capital cycles

  • Post-tax yield across liquid, arbitrage, and debt instruments

iii

Professionals

Earners with growing portfolios.

  • RSU, ESOPs, and concentrated single-stock positions

  • Multi-goal planning across retirement, education and lifestyle

  • Cross-border portfolios for NRIs and globally-mobile families

iii

Professionals

Earners with growing portfolios.

  • RSUs, ESOPs, and concentrated single-stock positions

  • Multi-goal planning across retirement, education, and lifestyle

  • Cross-border portfolios for NRIs and globally-mobile families

iv

Families

Inheritors and multi-generational wealth.

  • Inherited portfolios that need restructuring

  • Succession planning — HUF, trusts, and transfer structures

  • Continuity planning and next-generation engagement

iv

Families

Inheritors and multigenerational wealth.

  • Inherited portfolios that need restructuring

  • Succession planning — HUF, trusts, and transfer structures

  • Continuity planning and next-generation engagement

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.

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 →

Varun Fatehpuria

Founder & CEO

who we ARE

Independent.
Founder-led.

Daulat was built on a straightforward conviction: that real wealth advisory shouldn't be a side-effect of selling products. It should be the product itself.

Varun Fatehpuria

Founder & CEO

Varun is the Founder & CEO of Daulat Wealth Management. He has over 10 years of experience in investing in the public and private markets. Prior to founding Daulat Wealth, Varun worked with The Blackstone Group and Bloomberg LP in their Hong Kong offices.


Varun graduated with a distinction in Finance and Information Systems from The Hong Kong University of Science and Technology

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 a trusted advisor who knew their full picture.

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The Daulat View,

in your inbox.

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

your@email.com

Subscribe →

The conversation costs nothing.

The clarity is worth everything.

Schedule a conversation

or hello@daulat.in