Where Intellect Meets Intent
We combine knowledge and purpose, ensuring every financial decision is driven by intellect and guided by intent
Wealth management for All
We are net worth agnostic, serving clients across the spectrum. From thousand to millions, we tailor our services to fit every stage of your financial journey.
We put greater focus on Risk
than Returns
We break the hype around the right timing and the right product. We focus on the merits of the right mix i.e., asset allocation.
Our Value Proposition
What lies at the heart of our value proposition is our commitment to demystify investing, by chipping away at the complications, the confusing language & making investing a serene, straightforward, and transparent experience.
Our clients are at the center of a clear, easy-to-navigate journey toward managing their wealth, as when it comes to investing, simplicity is the truest form of sophistication.
Rethink Wealth!
Wealth management as it’s practiced today is broken. It doesn’t put you, but the wealth manager, as the focus.
Serenity Wealth puts YOU first. We understand that your relationship with money is personal. We’re here to help you build and self-manage a financial future that works for YOU, that makes you feel good about your money, that helps you achieve your life goals — with confidence and peace of mind, with a sense of joy and satisfaction.
We help you own your financial future. With us, a client is not just a number. You’re a living persona with dreams and aspirations. At Serenity Wealth, we work hard to help you make those dreams a reality.
Our Service Offerings
Testimonials
“I am extremely happy with Ashish's consultancy and I highly recommend it to anyone who wants to take the ownership of their financial future. The unique thing about him is his commitment towards his clients which goes beyond the professional relationship. He brings his personal touch and provides a transparent view to his clients. When it comes to assessing / catering to his client’s needs, he follows a rigorous approach in determining the risk profile and accordingly plans the asset allocation. ”
“I met Ashish in the course of my own wealth management process. While initially, I allocated my investments with a few wealth-management firms, eventually I ended up consolidating my affairs with the firm he (then) represented. And that was mainly due to his client-centric, no-nonsense, and sincere approach. I am glad he took the decision to strike out on his own and build a wealth management enterprise ground-up. We need a pathbreaking initiative to change the paradigm of Wealth Management and I believe Serenity will succeed in doing it. Wishing Ashish & Serenity the very best.”
"Ashish was a valued colleague of mine for over 20 years at Kotak and I have the highest regard for him both as a professional and as a human being. He has had extensive experience over all areas of wealth management including relationship management, operations and family office management. He has demonstrated the highest levels of empathy for his clients which is the hallmark of an outstanding wealth manager. At the personal level also, he is extremely committed to socially relevant causes and I consider it a privilege to have had him as a friend and colleague for so many years."
In the Media
START HERE: RISK ASSESSMENT & INVESTMENT POLICY TOOL
Let us get to know you better
As your wealth management ally, to begin we need a systematic assessment of your risk appetite. Keeping this in mind, we have developed a comprehensive quiz and an algorithm that drives our flagship starter kit - Risk Assessment & Investment Policy Tool.
Serenity Circle
Are you energised by the very thought of making wealth management accessible to all? There are many wealth creators, wealth management professionals, industry experts, and thought leaders who are excited and happy to challenge antiquated wealth management practices and concepts. We have joined hands to form the Serenity Circle and make wealth management a compassionate service for all. Do drop by.
P.S. These are not testimonials.
Banker, Management Consultant and an Evangelist
Veteran Banker & Philanthropist
CMO & Design Head, Catenate.io
Founder, Vendekin Technologies
Director - World V Fund & a venture capitalist
