Crafting Financial Legacies.

Bespoke wealth management for India's distinguished business owners and professionals. We architect financial strategies that honour your journey and secure your future.

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An Atelier for the Discerning

We specialize in providing sophisticated financial counsel to those who shape India's economic landscape.

Business Owners

Integrating personal wealth with business growth, exit strategies, and succession planning.

C-Suite Executives

Managing complex compensation, stock options, and long-term capital growth.

Medical Professionals

Asset protection, practice financing, and creating multi-generational wealth.

Legal Experts

Structuring partnership income, tax efficiency, and estate planning.

Our Bespoke Services

A symphony of services, orchestrated to amplify your wealth and simplify your life.

Wealth & Succession Planning

Structuring your assets to ensure a seamless transition of your legacy across generations.

Investment Portfolio Advisory

Curated global and domestic investment strategies tailored to your unique risk appetite and goals.

Tax & Estate Structuring

Optimizing your financial structure for maximum tax efficiency and comprehensive estate planning.

Global Investment Opportunities

Providing exclusive access to international markets and diversified asset classes.

Philanthropic Advisory

Helping you create a lasting social impact through structured and effective charitable giving.

Alternative Asset Advisory

Guidance on private equity, real estate, art, and other alternative investments.

Financial planning meeting

The Vāmana Philosophy

Your wealth is more than a number; it is the culmination of your life's work. Our approach is built on three pillars:

  • Absolute Discretion

    Your privacy is paramount. We operate with the utmost confidentiality, building relationships on a foundation of unshakeable trust.

  • Bespoke Curation

    We reject one-size-fits-all solutions. Every strategy is meticulously crafted to align with your personal and financial aspirations.

  • Generational Perspective

    We think in decades, not quarters. Our focus is on building enduring wealth that transcends generations and secures your legacy.

Founder

Meet Our Principal

Manish Rao

With over two decades of experience navigating the intricacies of wealth management for India's elite, Manish founded Vāmana with a singular vision: to provide a truly bespoke, relationship-first financial atelier. His expertise lies in crafting multi-generational wealth strategies that blend traditional values with modern, global financial instruments.

Begin Your Legacy Conversation

Allow us the privilege of understanding your vision. Schedule a confidential, no-obligation consultation to explore how we can architect your financial future.

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