At KW Wealth Advisors, we put the client first. Our team, with a collective advisory experience of over 100 man years, is committed to developing lasting client relationships rooted in trust, integrity mutual respect and exceptional service.
Rajan has more than two decades of experiences in the financial services industry. Rajan started his career in 1998 as a financial consultant with Birla Sun Life Distribution Company. He then worked with Standard Chartered Bank. There he managed high net worth and ultra-high net worth clients. During these stints, Rajan navigated his clients through the early days of mutual funds investing and the fallout of dot-com crash.
After working in the distribution side of the business Rajan joined Franklin Templeton Investments. He worked there for seven years, last serving as the Regional Manager for South India.
Rajan took the entrepreneurial plunge in 2009. He left Franklin Templeton Investments to start this boutique investment advisory firm. During his second stint as a financial advisor, Rajan advised his clients during the global financial meltdown.
Rajan has extensive experience of working with high net worth and ultra-high net worth individuals & families. His clients include business families, senior corporate executives, business owners, and corporates. His areas of expertise are developing and implementing comprehensive investment plans, investment strategy, retirement planning, risk management, real estate planning, and legacy portfolios.
When not managing his clients’ money Rajan likes to spend time with his wife Shelly, and their son Krish. Rajan is a fitness freak and enjoys playing racquet sports.
Ashwin is a veteran of the mutual fund industry. He is an alumnus of Delhi University and FORE School of Management. Ashwin started his career in 1995 when the mutual fund industry in India was just two years old. Even back then, Ashwin believed in a transparent approach and sterling service. He quickly acquired clients, most of whom still work with him.
Ashwin clients are high net worth and ultra-high net worth individuals, senior bureaucrats, business families, and CXO level executives.
His clients also include young achievers from India’s premier institutes like IITs and IIMs.
Ashwin likes to work closely with his clients. He helps them identify their financial goals and assists them in developing a comprehensive financial plan. He also has a strong commitment towards a high-touch and relationship-oriented approach.
His grasp of financial markets and his philosophy of keeping clients’ interest above everything else has moved his practice from strength to strength over 6 major financial crises.
When not working with clients, Ashwin studies the global financial markets and macroeconomic trends. Outside of work he likes to travel with his wife Anjali. The couple has a lovely daughter, Nandita. Ashwin also enjoys sports, road trips, and spending time outdoors.
Our experienced management and team has expertise of multiple market cycles over time and is able to guide clients using their cumulative experience of over 100 man years.
Our aim is to produce and document a comprehensive plan that is unique to each client’s requirements and one that optimises the investment portfolio. There is a robust exchange of ideas within the organisation as well as with the clients. We aim to present each client with an integrated investment plan that explains the logic of the asset allocation.
Our recommendations regarding selection of investment products and strategies is free of bias and based upon thorough fundamental & technical analysis.
The team approach at KW Wealth Advisors ensures that each client is served by the team as a whole. A continuous flow of services is ensured from our end at any given point of time.