OUR

TEAM

Operating from the heart of London

Operating from the heart of London, our high-profile team of multi-national and multi-disciplinary private wealth managers and investment advisors works with the utmost discretion and integrity.

With over 80 years of combined experience, our team leverages their specialist capabilities and experience to help our clients navigate and simplify complex global markets and tax structures. So sit back, relax, rest assured that your assets are invested using our renowned methods, anywhere & everywhere in the world.

Our Relationship Mangers are single-mindedly dedicated to you – meaning you will continue to receive peak service from our team consistently, as we operate under the philosophy that ‘Every Day is Day 1’.

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TEAM SPIRIT

Wealthfusion consists of serious and seasoned players who know the game well and play it with integrity. We are a well-recognised team of internationally qualified wealth and asset managers handling investment strategies with discretion across diverse portfolios.

Our high caliber team has a combined experience of over 80 years dealing with multi-generational family office management, across multiple locations internationally such as in the United Kingdom, Dubai, India, Hong Kong and New York.

Their specialist capabilities and experience lie in relationship management, investment banking, trading, asset management, fund management, risk management, legal jurisdictions and accounting suited to our clients’ risk profiles and matching risk appetites – ranging from lower risk fixed income securities, high growth equities or responsible ESG investing.

Board of Directors

Kali Mulchandani

Udit Garg

Rajesh Jogi

Our people

Shruthi Rao CFA

Rachana Rathod

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WF "GIVE BACK" DAY

The WF Give Back Day is the most important day on the Wealthfusion calendar. It is an annual moment that involves our global team and invites all our clients to join us in supporting our communities and society.

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HOW WE INVEST

Wealth planning is a complex but carefully curated art, and our advisers are here to take you along the complex path. Staring with understanding your aims and aspirations, we will chart out a bespoke strategy that works for you best.

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SERVICES

Before we begin our client’s investment strategies or management, our expert advisors run a wealth diagnostic to map their current financial performance and goals and to create a tailored plan to identify risks & returns.

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Multi-Family Office

Creating Wealth is an art, and at Wealthfusion, we are exceptional artists. Our Wealth Managers are here to work with you to help translate your aspirations into bespoke financial solutions that work best for you and your family.

Learn More

MORE ABOUT US...

WF "GIVE BACK" DAY

The WF Give Back Day is the most important day on our calendar – an annual moment that involves our global team and invites all our clients to join us in supporting our communities and society.

Learn More

HOW WE INVEST

Wealth planning is a complex but carefully curated art, and our advisers are here to take you along the complex path. Staring with understanding your aims and aspirations, we will chart out a bespoke strategy that works for you best.

Learn More

SERVICES

Before we begin your investment strategy, our advisors will work with you to run a wealth diagnostic to map your current financials and future goals. This will help us create a strategic financial portfolio tailored to your risk & return objectives.

Learn More

Multi-Family Office

Creating Wealth is an art, and at Wealthfusion, we are exceptional artists. Our Wealth Managers are here to work with you to help translate your aspirations into bespoke financial solutions that work best for you and your family.

Learn More