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Private Wealth Management

Why are
we different?

Right Horizons scores over traditional banks & institutions by being 100% client centric and following a process that is easy-to-understand and transparent at every step.

Our interests are wholly aligned to your financial objectives. All advice and recommendations are scanned to meet our core philosophy - TRUST.

We work towards protecting, growing and managing your wealth efficiently and transferring it safely to the next generation. Our strategies and structures are established to align with these 4 pillars.

Looking out
for you, exclusively

Right Horizons follows a no-compromise, knowledge-driven and rigorous approach to wealth advisory. You are assured of receiving the best advice with no conflict of interests.

Product and institution agnostic

Unlike many firms, we are not distribution biased with your financial profile in mind, we use our in-house, risk-adjusted metrics to shortlist products and asset classes that deliver better returns while managing risks.

The people effect

Our operations are led by an expert team of highly qualified professionals like CFAs, CFPs and IIT graduates. More importantly, our culture encourages complete transparency, client centricity and ethical practices.

Prudent choices

We identify the best investment options at optimal prices that also offer superior tax benefits to our clients.

Single window operation

Our extensive network includes best-in-class legal advisors, real estate consultants and finance professionals, enabling us to deliver all wealth related services through a single window.

Reputed investment advisory

Right Horizons has a strong and reputed investment arm that manages and distributes top-performing PMS products. Our investment strategies are formulated after meticulous research. We focus on better risk management for sustained returns over and above inflation.

We work with you

Our wealth advisory offerings are completely bespoke. We give you a suite of suggestions after we understand your requirements through a four-step process

Fact Finding

Our comprehensive questionnaires help us get a thorough understanding of your financial profile and needs. We follow this with in-depth discussions as well.

Options & recommendations

We deliver written recommendations and start an interactive dialogue to decide implementation strategies and next steps.

Evaluation & Interpretation

Our team of analysts work on the information to develop a roadmap for your current and future goals, assets and investments.


Work with a concrete roadmap, that is continuously revised, evaluated and adapted as requirements evolve.

One step

Ensuring your legacy
We help your children become successful caretakers of your legacy, by helping them prepare for managing wealth & inherited enterprises. Right Horizons has created the tools, networks and resources for this, through our client network and in-house experience.

Supporting you
We support self-directed investors offering world-class resources like education programmes, peer networking, benchmark studies and a direct investing network.

INR 2500+
Crores of AUM


6 Branches
across India

20 Years
in business

Talk to us