Your guide for navigating financial complexities
We are a team of people with a cumulative 60 years of relevant experience ranging from Investment Advisory, Product Conceptualization and Liquidity Solutions.
NorthStar Wealth was founded on the fundamental belief that wealth strategies should be about more than growing and protecting wealth—it should empower people to live a life of their dreams.
Delivering the best, most comprehensive wealth strategies will always be at the core of what we do, but our goal is bigger. We want to be the partner that helps you align your wealth, goals, and dreams so that you can pursue a happier, more fulfilling life.
Our team of highly experienced professionals help coordinate and manage all aspects of our clients’ financial lives. We provide the knowledge, confidence and transparency so that you can make wise, informed decisions about your financial future.
What we do?
NorthStar Wealth is a boutique investments services firm catering to the investment needs by incorporating the best of the global practices in terms of advisory, platform and execution.
Our services range from Investment Services, Financial Strategies, Goal Planning, Risk Cover, and Liquidity Solutions to Wealth Transmission.
We cater to the Affluent, High Networth Individuals, Family Offices, Non Resident Indians – NRI’s, Trusts, Societies and Corporates for their various investments’ needs as well as liquidity management.
We believe in an honest consultative approach wherein the client discovers the real goal for every investment. This helps chalk out the most viable strategy to reach those goals in the most prudent fashion. Products then through proper asset allocations become the booster to reach those goals.
Investing with Northstar Wealth gives you access to a broad range of financial services.
Why choose us?
NorthStar Wealth is an independent financial services company. We are truly able to offer independent and unbiased financial guidance. Our business model stands in contrast with major institutions, where financial advisors are employees of the brokerage firm and banks. They often promote in-house products and services.
We are not affiliated with any institutions. We are distributors of financial instruments. There are no external influences on our financial recommendations. This enables us to offer various solutions keeping your best interest in mind at all times.
Our Unique Model
- Partners with Relevant Experience
- Asset Managers Selection with Appropriate Due Diligence
- Client Segmentation with Proper Need Analysis and Solutions
- Unbiased Open Architecture
- Goal Setting & Profiling
- Consultative Approach
- Razor Sharp Execution
- Fact based Review
- Research & Analytical Tools
- Advisor Alpha Generation
- Goal Attainment
- Seamless Transactions
At NorthStar Wealth we believe in the fundamental principles of investing, which is scientific, data driven and manages the behavioral aspects of finance.
Meet our team
We have a rich cumulative experience of 60 years in Wealth Management and Banking space. We are on the Advisory Board of Individuals, Family Offices, HNI’s, NRI’s & Corporates with a total AUA close to about 350 crores.
CEO & Founder
Amit has more than two decades of experience in the wealth management industry across functionalities like Senior Private Banker to his last assignment as the Business Head at Anand Rathi.
Amit has earlier been associated with HDFC Bank, Motilal Oswal and Kotak Wealth.
Amit is an avid reader and loves to travel.
Sandip has close to 15 years’ experience in capital markets. He has been associated with well renowned broking institutions like Motilal Oswal and ICICI Securities at strategy levels.
He is the founder of a fairly successful broking company Xfundz Broking Services Pvt Ltd.