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Wealth management crafted around
Wealth management crafted around
you.
your goals.
your portfolio.
you
your goals
your portfolio
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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How it works
By the Numbers
Ten years of doing the work. The numbers follow.
i.
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.
iv.
3
asset types
Equities, fixed income, and alternatives — the complete toolkit.
By the Numbers
The work comes first.The numbers follow.
i.
100
portfolios reviewed end-
Every engagement begins with a full picture. No exceptions.
ii.
150+
families served
Each with a full portfolio crafted individually.
iii.
₹2bn+
assets transacted
Total volume of transactions transacted with us
iii.
4
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."
Placeholder
text
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 business
Liquidity events - IPO, secondary or exit
Diversification out of concentrated equity positions
i
Founders & Operators
Business owners
and entrepreneurs.
Personal wealth growing alongside 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/FDs
A formal treasury investment policy aligned to WC cycles
Post-tax yield optimisation across CPs, NCDs, MFs and SIFs
ii
Corporate Treasuries
Businesses with surplus capital.
Personal wealth growing alongside business
Liquidity events - IPO, secondary or exit
Diversification out of concentrated equity positions
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.
Personal wealth growing alongside business
Liquidity events - IPO, secondary or exit
Diversification out of concentrated equity positions
iv
Families
Inheritors and multi-generational wealth.
Inherited portfolios that need restructuring
Succession planning — HUF, Trusts, Estate
Continuity planning and next-gen engagement
iv
Families
Inheritors and multigenerational wealth.
Personal wealth growing alongside business
Liquidity events - IPO, secondary or exit
Diversification out of concentrated equity positions
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 →
I 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.
Varun
Fatehpuria
Founder & CEO
Featured In
NDTV Profit
CNBC TV18
Moneycontrol
Livemint
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.
Featured In
Mint
NDTV Profit
CNBC TV18
Livemint
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 a trusted advisor who knew their full picture.
LinkedIn ↗
Press kit ↗
Letters →
who we ARE
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
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.
your@email.com
Subscribe →
The conversation costs nothing.
The clarity is worth everything.
Schedule a conversation →
or hello@daulat.in
Full-service wealth management for India's wealth earners.
Firm
Approach
Services
Who We Serve
About
Contact
Services
Who We Serve
About
Contact
Services
Who We Serve
About
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.
© 2026 Daulat Finvest Private Limited
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
Full-service private wealth management for India's wealth creators
Firm
Approach
Services
Who We Serve
About
Contact
Services
Who We Serve
About
Contact
Services
Who We Serve
About
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.
© 2026 Daulat Finvest Private Limited
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