Got big goals and dreams ahead of you?

Financial Strategy today can help you pursue your goal for tomorrow

Wouldn’t it be nice to have a financial expert in the family? One that could help you navigates the everyday financial maze of life? Helping you to understand and optimize various financial situations is central to our role. Should you pay cash or finance your next car, might you be eligible for college financial aid, what health insurance plan is best for you, how can you maximize the value of your business?

Count on us, we are your Personal CFO

We develop a deeper understanding of your goals and your life, so that we can provide advice that spans your entire balance sheet and your entire income statement—just as a Chief Financial Officer would for a company.

How Can We Help?

A Solid Financial Strategy Isn’t a Luxury—It’s a Priority

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Goal Planning – Financial Strategies

For Individuals & Families.

Get unique financial strategies from your Personal CFO

As an independent financial goal planners, we look beyond just returns. Our aim is to approach your finances systematically by examining your cash flow, debts, risk covers and current investments among more.

As your Personal CFO we:
  • 1
    Partner with you, step-by-step, as your trusted financial guide.
  • 2
    Create a big picture view of your financial health.
  • 3
    Build a financial strategy in accordance with your life goals.
  • 4
    Serve as a trusted partner during significant life events.
  • 5
    Alleviate the hassle of financial management.
Financial Planner

Investing with Northstar Wealth gives you access to a broad range of financial services.

We are always on your side

We are not aligned to any of the banks or financial institutions. This enables us to access wide variety of investment products and services which works for your best interest.

We look at the big picture of your financial life and work solely on your behalf.


How your personal CFO helps you in four steps

Understanding You
“Life can only be understood backwards, but it must be lived forwards”.

An honest consultative process helps us connect to you better and be a partner in your financial journey.

Your Income & Expenditure, Asset & Liabilities, Investments, Risk Cover, Tax Liabilities & Estate Planning helps us to assess your balance sheet prudently.
Information Analysis
“The Devil is in the details, but so is salvation.”

An in-depth analysis of the all data point is carried out to understand your balance sheet.

A proper goal analysis and a comprehensive risk profiling is carried out to have a fair overview of your financial understanding and risk tolerance.

Your investments details are put through the best of the analytical tools and global assessment standards.
“For tomorrow belongs to the people who prepare for it today.”

Planning is bringing the future into the present so that you can do something about it now.

We start with understanding the cash flows & addressing debt issues first. Thereafter an investment strategy is made following a prudent asset allocation (strategic and tactical), product due diligence and selection, cost involved, ease of operations and tax impact.

The Financial Strategy is then provided with adequate risk cover and a proper succession plan for the beneficiaries.

In Action
“Take time to deliberate, but when the time for action has arrived, stop thinking and go in.”

All actionable are carried out within a definitive period.

All actions are recorded, and proper statements of accounts maintained. What gets measured gets improved.

A proper review schedule is laid out. The progress on the investment strategy are realigned to the original plan after incorporating any changes.

Why we are different?

Access to Best
Investment Ideas

We put our global experience, relationships, and research to work to find the most appropriate investments ideas with the highest potential to meet financial goals.


Our investment professionals bring knowledge and acumen built over decades of experience across client types and asset classes.


Our investment team works diligently to understand your unique needs and customizes a portfolio and experience to match.

Alignment with

Our decisions are motivated only by your interests; we sell no proprietary investment products and accept no incentives from managers.

Book an initial consultation

Please fill in your details to book an initial consultation with our investment experts.

How it works:

An appointment with one of our experienced financial guide
A brief discussion of your background, needs and expectations
An opportunity to address all your financial concerns and doubts and find out more about NorthStar

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