Wealth Management

In-depth- Precise- Actionable

Driving Success Through Expertise, Technology and Innovation

Powered by our rich collective experience and deep understanding of fundamental equities and quantitative strategies.

 

With a team rich in experience and innovative structuring capabilities, we blend our deep knowledge of equities and quantitative strategies. We are agile and provide focused solutions with the bespoke touch of a boutique to create multi-generational wealth solutions in dynamic markets.

Our Clientele

We cater to the discerning needs of UHNIs and family offices, crafting bespoke solutions that ensure their wealth endures and thrives across generations.

Our Vision

To consistently deliver actionable ideas through a differentiated and in-depth understanding of business, indicate market trends and strive to highlight critical variables first in the market, all in the pursuit of the benefit of our clients.

Who we cater to

Institutional Investor

As steadfast allies to Institution, we recognize the fluid and evolving landscape, offering sophisticated guidance aimed at fostering enduring wealth proliferation.
  • Strategic Asset Allocation
  • Treasury Management Solution
  • Tax-Efficient Solutions

NRI

Our wealth management solutions are meticulously crafted to navigate the intricacies of cross-border complexities while maximizing investment opportunities.
  • Investment Advisory
  • Compliance Support
  • Risk Management

Entrepreneur

Our team specializes in devising bespoke investment strategies that harmonize with entrepreneurial aspirations, adeptly navigating diverse markets to optimize portfolios for enduring success.

  • Strategic Asset Allocation
  • Tax-Efficient Solutions
  • Advice on your expansion plans
  • Succession Planning
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Professional

Dolat Wealth offers bespoke wealth management solutions for professionals and C-suite executives. We understand your unique demands and provide tailored financial strategies to secure your present and future. With extensive experience, our team ensures financial stability and growth throughout your career and beyond.
  • Diversifying your income
  • Retirement Planning
  • Risk Management of Portfolio

Family Office

We act as advisor to your family office, overseeing all financial facets including investment management, cash flow, goal setting, performance reporting, global portfolio, insurance, real estate, custody, estate planning, record-keeping, tax, legal, succession planning, philanthropy, and more. This is facilitated through a vast network of internal and external experts and our service providers.

Our Investment Philosophy

Sculpting Pillars of Lasting Legacy

Diligence to Pursue Excellence

With diligence being our core value, we constantly refine our methods. We pursue excellence and effectiveness to surpass the ever-evolving financial landscape.

Empowerment for Our Clients

Meritocracy is the cornerstone of our success. We reward individuals and recognise their role in the collective triumph of our clients' journeys.

Curiosity to Innovate

Anchored by a culture of research and learning, our investment philosophy thrives on the humble curiosity that fuels the innovative spirit defining Dolat's strategic success.

Insight into Tomorrow

Valuing the power of intuitive insights, we integrate human foresight with financial expertise. We thus guide decisions that deliver consistent returns and foster trust.

The Dolat Edge

We offer a distinctive viewpoint coupled with unparalleled execution. For years, we’ve been consistently delivering actionable ideas through a differentiated and in-depth understanding of businesses and highlighting critical variables first for the benefit of our clients.

In-Depth Forensic Audit

We thoroughly examine entire portfolios, ensuring comprehensive financial and balance sheet audits to uncover any discrepancies or anomalies in the current portfolio.

Pioneering Wealth Audit

We conduct industry-first audits by collaborating with other advisory firms to enhance and augment portfolio value. We embrace an open approach that integrates our diverse strengths.

Advanced Insights

We leverage 40 years of experience and cutting-edge technology to create bespoke strategies. We analyse over 200 stocks and use our derivatives and quantitative expertise to benefit our clients.

Strategic Product Analysis

Using quantitative and qualitative criteria, we evaluate over 400 third-party products. We are equipped to integrate our in-house strengths to optimise client portfolios and script financial legacies.

Risk Management

Focus on Alpha generation with rigorous product evaluation and risk management.

Proprietary Segregated Mandates

Bespoke investment, Trust and Estate Planning solutions tailored to our clients' unique needs.

Investment process

We consider ourselves guardians of your wealth and its trajectory. Employing a meticulous process, we delve into your financial ambitions and objectives, enabling us to design bespoke solutions.

  • Macro Cycles - Identify which economic cycle we are in
  • Valuations - Understanding the market valuations
  • Market Signals - Look at market signals to identify directions
  • Asset Class Indicators
  • Analyze Products basis Quantitative and Qualitative Data - Identification of Products
  • Product Segmentation - Our investment is structured into three key domains: Investment Growth, Risk Hedging, and Stable Returns.

Risk Management Framework

Market Risk

The susceptibility to financial detriment arising from volatility in market prices and overall market movements.

We Identify, Migrate and Monitor Your Investments

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Identify

Assessing market trends, economic conditions, and regulatory shifts to pinpoint potential risks.

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Mitigate

Leveraging comprehensive diversification strategies, hedging techniques, and thorough due diligence to mitigate vulnerabilities to risks.

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Monitor

Monitoring market dynamics and flexibly adjusting strategies to ensure sustained and effective risk management.

Core Team

Dinesh Giridhar

MD & CEO - Asset & Wealth Management

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Suryanarayanan Saikumar

CEO’s Office - Asset & Wealth Management

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Sheetal Kubadia

Head of Products Asset & Wealth Management

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Rayes Efthe

Director & Practice Head - Dolat Wealth Management

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Jigar Shah

Sr.Vice President & Head of Operations - Dolat Wealth Management

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Investment Committee

Purvag Shah

Managing Director, Dolat Group

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Amit Khurana

Head of Equities- Dolat Capital

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Dinesh Giridhar

MD & CEO – Dolat Asset & Wealth Management

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Sheetal Kubadia

Director - Head of Products Asset & Wealth Management

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3 Pillars of our Investment Committee

Transparency, Accountability, and Adherence to guidelines

IC ensures unbiased decision-making across assets, with professionals from different businesses within the group. Its goal is to mitigate biases and establish a robust evaluation framework. Through rigorous evaluation of product suitability, risk, and strategic alignment, optimizing client asset stewardship and long-term financial goals.
 
Dinesh Giridhar
MD & CEO - Asset & Wealth Management

Dinesh has over two decades of experience in the Financial Services Industry across Private & Consumer Banking, Wealth Management, and Family Office Business, and has a deep understanding of Financial Markets and Products and Asset Allocation strategies.

He was a part of the founding team of Anand Rathi Private Wealth, where he spent over 10 years, and last served as Executive Director and Business Head for the Private Wealth and Digital Wealth businesses. He also founded a Multi-Family Office Consultancy, where he has set up and managed Family Offices of some of the large groups across the country.

Suryanarayanan Saikumar
CEO’s Office Asset & Wealth Management

With over 16 years of diverse and cross-border Financial Services and FinTech experience, Surya brings invaluable operational and strategic expertise to Dolat’s Wealth & Asset management business. His proficiency encompasses Investment strategy, Digital marketing, Partnerships, Technology integration, and Human Capital management, ensuring seamless alignment across all business verticals.

Surya has a proven track record as an astute Wealth Advisor, having held key roles at ASK Wealth, Anand Rathi, and Religare Macquarie. Notably, he played a pivotal role in establishing the Digital Wealth Practice at Anand Rathi as a founding team member. Leveraging his global exposure in Wealth Technology, he helps Dolat Group partner with cutting-edge technologies, driving operational efficiency.

Surya holds a Bachelor’s degree in Electronics and Masters Degrees in Marketing and Finance.

Sheetal Kubadia
Director - Head of Products Asset & Wealth Management

Sheetal Kubadia serves as the Head of Products for Asset & Wealth Management at Dolat Capital Markets Private Limited. Her primary focus involves identifying and developing new product opportunities driven by client needs, market dynamics, and input from investment teams. She collaborates closely with cross-functional teams, including investment management, sales, and marketing, to ensure successful product launches. Additionally, she oversees the management of existing products across their lifecycle, from conceptualization to design, governance, and ongoing management. She conducts thorough market research and presentations to pinpoint new product opportunities, analyzes competitor offerings, and stays abreast of industry trends.

With over 15 years of experience in the finance industry, Sheetal possesses expertise in research, content creation, investment analysis, and advisory services. In her prior role as Director of Investment Product Research at Waterfield Advisors, she adeptly managed the research, ranking, and selection process for mutual funds, portfolio management services (PMS), and alternative investment funds (AIFs). She was responsible for establishing a robust credit evaluation framework, closely monitoring rating changes, and actively tracking market trends and economic events. Throughout, Sheetal provided valuable product advice to clients, showcasing her deep understanding of the financial landscape.

Rayes Efthe
Director & Practice Head Dolat Wealth Management

Rayes brings over two decades of expertise to his role as a seasoned wealth management professional, specializing in advising ultra-high-net-worth individual families (UHNI) and corporate clients. With an in-depth understanding of financial products and services. Dolat Rayes served long stints with IIFL Wealth & Asset Management and Axis Banks Private Banking Division.

Rayes will oversee the expansion of Dolat’s Wealth Management business within India and with Indians living abroad.

Jigar Shah
Sr.Vice President - Head of Operations Dolat Wealth Management

Jigar Shah is the Head of Operations and Customer Service for Wealth Management.  He holds a pivotal role in creating a robust operational framework and effective customer service that consistently meets and exceeds client expectations. He possesses a well-rounded expertise that enables him to navigate the complexities of portfolio management services (PMS), mutual funds, offshore funds, broking, and depository operations with ease.

He is a seasoned professional with over 16 years experience in Wealth management operations and customer service. Jigar has honed his skills and expertise through his tenure at JM Financial, Angel One, ICICI Securities, and Klay Wealth. Jigar is a MBA from NL Dalmia Collage and has finished his graduation in Law.

Purvag Shah
Managing Director

A third-generation business leader from the Dolat Group, Purvag inherits a legacy of over 60 years of pioneering expertise in crafting intricate Trading and Derivative Strategies. Renowned for their unique ideation and methodology, these strategies have been effectively employed in Fund Management at the Dolat Group’s Proprietary business and Dolat Capital’s Alternative Investment Strategies.

Purvag initiated the transformation of Institutional Equities Businesses and the group’s foray into Asset Management and Private Wealth. At Dolat Capital, Purvag plays a pivotal role in shaping business and investment strategies and overseeing risk management.

Purvag holds an MSc. in International Securities and Investment from Reading University.

Amit Khurana
Head of Equities

Amit has over two decades of experience in the Indian equities space. He brings exhaustive knowledge of Multi-Sector and Multi-Asset Investments across various platforms to the table. At Dolat Group, he was instrumental in scaling up the Institutional Research and Equity business.

Amit currently heads the Equities Business, where he focuses on devising market strategy and research ideas, which led to wider, deeper and more credible coverage of Mid-market Equities (stocks and sectors). He is actively engaged in driving new initiatives for the Group in Asset and Wealth Management.

Amit is a CFA charter holder and has completed a Masters’ degree in Business Economics. He has been an active volunteer with CFA Society India and served three terms as a Board Member before retiring as Vice President.