Wealth Management.

Simplified.

Accelerate wealth management processes with experts in the field.

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What We Offer

Managed Services

Uncomplicate diverse wealth management operations with support from industry professionals

Business Consulting

We bring considerable experience to bear on your ideas and projects 

Estate Planning

Cost effective wealth transfer solutions from Wills to Family Trusts and Charities

What We Do

Adian is a dream born out of insights acquired by years in the industry. Insights which have influenced solutions crafted around the many pain points.

At Adian, Wealth Management is not just investment advisory or investment management. We are passionate about enabling services and solutions across the spectrum of wealth and asset management for our partners.

Who We Work With

WEALTH MANAGERS

INVESTMENT ADVISORS

PORTFOLIO MANAGERS

STOCK BROKERS

MULTI FAMILY OFFICE

FINTECH

MUTUAL FUNDS

MUTUAL FUNDS DISTRIBUTORS

BANKS

Who We Are

Dilip Rajput

Dilip started Adian after spending over two and half decades in the industry. He has held senior management roles in large business houses engaged in the capital markets domain. He has to his credit – setting up and leading large operations teams in wealth management.

Dr. Medha Shetye

As head of the Estate Planning division at Adian, Medha brings her experience of over two decades in the legal field primarily focused on matters related succession planning, Wills, Letter of Administration and Private Trusts.

 

Prashant Chari

Prashant is an experienced capital markets professional with experience of more than 25 years. In the past he has setup and led large teams handling wealth management operations. Prashant heads the Operations function that focusses on operational efficiency.

M Ramalingam

Ram an experienced professional in the capital markets domain with an experience of more than 3 decades. He has held senior management roles across the spectrum of the financial services industry – registrars, Stock Exchange, Broking, Commodity Exchange etc.

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