Who We Serve
Advisory built for complexity
We serve a deliberately small number of clients. The depth of our work depends on it.
01 / Business Owners & Entrepreneurs
Business Owners & Entrepreneurs
You built the business. Now comes the harder work — separating personal wealth from the company, managing concentration risk, planning for liquidity events, and deciding what this wealth does next.
What we offer
- Separation of personal wealth from business assets
- Concentration risk management and diversification
- Liquidity event planning (IPO, M&A, buyout)
- Business succession and ownership transition
- Tax-efficient wealth extraction strategies
02 / Family Offices
Family Offices
Multi-generational wealth requires planning across family structures, entities, and timelines. Succession, governance, and the transition between generations who may have different visions.
What we offer
- Multi-generational wealth planning and governance
- Family office setup and advisory
- Succession and intergenerational transfer frameworks
- Entity structuring (trusts, holding companies)
- Family charter and governance design
03 / Corporate Executives & CXOs
Corporate Executives & CXOs
Complex compensation — ESOPs, RSUs, deferred bonuses — requires planning that most advisers are not equipped to handle. We are. Your earning window is finite; your wealth horizon is not.
What we offer
- ESOP and RSU vesting strategy and optimisation
- Deferred bonus and compensation planning
- Retirement planning and wealth accumulation
- Diversified portfolio construction beyond employer stock
- Tax-efficient compensation structuring
04 / NRI & Globally Mobile Families
NRI & Globally Mobile Families
India is where the roots are. The world is where the wealth lives. FEMA, LRS, repatriation, and India-focused portfolio construction for families investing across jurisdictions.
What we offer
- FEMA-compliant investment structuring
- LRS planning and optimisation
- NRE/NRO account investment advisory
- Repatriation planning
- Cross-border tax planning across India and key jurisdictions
Private Consultation
Begin the conversation.
If you believe Wealthdoor might be right for you, we would welcome an unhurried first conversation — without obligation.