Who We Are

At GELDLICH Assets, our purpose is to make the world smarter, happier, and richer. We help millions of people to achieve their financial goals every day. We believe in treating every single rupee as an investment in the future you want to create. We believe that investing in great businesses, for the long term, is the most effective path to wealth. We strive to fulfil our purpose by truly serving every client, from our employees to our members to our community. That’s why in all our work, we endeavour to follow the “Golden Rule” of treating others as we ourselves would wish to be treated. we aim to speak the truth about money and investing…and to make financial guidance accessible to people of all backgrounds and experience levels.

Focus on customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing and implementation. We are a well-diversified financial services firm offering a range of financial products and services such as Private Wealth Management, Portfolio Management, Financial Planning and Private Equity.

Consumer & Investment Management works with a diverse range of institutional and individual clients to achieve investment goals and financial well-being and bring an innovative approach to traditional consumer banking. Our Investment professionals are dedicated to helping clients navigate markets and meet their investment goals. We are: