You have worked hard to create your nest of savings.
You deserve Serenity – your wealth management ally.
You deserve harmonious and uncomplicated advice, you deserve ease and joy.
We are a SEBI Registered Investment Advisor (RIA)
A manifestation of the ideologies of our Founder
Ideologies followed by him for most part* of his 25+ years in the industry
*Refer Founder’s journey
Our ONLY source of income is YOU.
We are legally obligated to serve your best interest
NO selling.
No Cross-Selling.
No conflict of interest
What makes us different?
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.
The only certainty of our existence is uncertainty.
We make money work for you – during your lifetime, & beyond.
Do your loved ones know where you have invested? Can your investments move to them, with minimum fuss?
Wealth management is for all, not just HNIs.
Our Phygital offering enables you to
Create your own personalised financial path & become your own wealth manager.
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: THE 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 - The 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
