THE FUTURE OF WEALTH IS HUMAN-CENTERED.
Wealth That Aligns With Who You Are — and Where You’re Going.
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We are a boutique Wealth & Financial services firm offering strategic support to discerning families, global entrepreneurs, and NRIs.
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Our expertise goes beyond returns — we help you build a financially strategic, emotionally resilient, and legacy-ready family.
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After all, what good is gain if it costs you your peace?
WHAT MAKES US DIFFERENT
Traditional wealth firms merely focus on performance.
We focus on alignment — of values, vision, and capital.
We help you navigate complexity across:
Wealth Psychology
Uncover beliefs, patterns, and biases that shape your financial behavior
Capital Architecture
Design strategies that are tax-efficient, cross-border aware, and goal-aligned
Legacy & Business Strategy
Plan for transitions, exits, family governance, and generational readiness
The result? A family that’s not only financially secure — but also emotionally resilient and future-prepared.
WHY FAMILIES CHOOSE 'AMAR' WEALTH
STRATEGIC WEALTH | CROSS-BORDER CLARITY | ENDURING LEGACY
THE AMAR MODEL:
PSYCHOLOGY | VISION | CAPITAL
Our advisory model connects the human and financial sides of wealth:
Decode Mindsets
Understand emotional drivers and decision-making
patterns
Clarify Vision
Define what wealth means to you and the impact you want to create
Design Strategy
Structure investments, liquidity, and governance around your goals
This isn't merely a plan. It’s a framework for living, leading, and leaving a meaningful legacy.
THE AMAR WEALTH ADVANTAGE
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Amar Wealth brings clarity to your life goals & creates a roadmap to achieve them efficiently.
Your Wealth
DO IT YOURSELF approach
Your Wealth with
AMAR WEALTH
OUR STRATEGIC ROADMAP
YOUR ADVISORS IN ALIGNMENT
We bring together a multi-disciplinary team of senior advisors with decades of experience in wealth & capital support, business strategy, and behavioral insight.
CA MEGHNAND DUNGARWAL, CPA
Strategic Purpose and Growth Advisor with 20+ years of experience
CA MANDAR CHAPEKAR, CFA
Seasoned Family Office & Investment Advisor with 20+ years of experience
CA UTPAL DOSHI
Wealth, Capital & Innovation Advisor with 25+ years of experience
CA SACHHIN HOLMUKHE
Strategic Management Advisor with 20+ years of experience
Each advisor brings cross-disciplinary insight — blending finance, governance, psychology, and purpose.
BUILT FOR THE FEW WHO THINK LONG
At Amar Wealth, we serve as your thinking partner, family steward, and clarity architect.
We’re not here for quarterly wins — we’re here to build 100-year strategies with SOUL.