As a Successful Entrepreneur,
You have brought the mighty Rivers to Earth
Your Perseverance, Intellect, and Values have created Wealth
A River is a source of life, spreading joy and shaping land – like Wealth.
An uncontrolled river, though, can wreak havoc - like Wealth.
Just as we steer a River with Dams, Canals and Flood ways, steering Wealth requires Asset allocation, Succession planning, Family vault, Tax planning, and more.
A Perennial River, or Long Term Wealth, requires a Vision, Passion, Big Picture Planning, Attention to Details and Execution to Perfection.
Family Office
Steering your Wealth is much more than just investing. The landscape is fairly daunting and it is a full time duty that requires expertise and experience. Having your Family Office can help ease this complexity. The Family Office team is dedicated to the growth of your wealth and intergenerational transfer of family assets. Family Office services encompass Asset Allocation, Investment Management, Tax Planning, Compliance, Risk Mitigation, Succession Planning, Philanthropy Management and more.
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The Family Office understands and nurtures the full River, so that it becomes perennial, for the well being of your family and the wider good of the society. Family Office draws upon on services of external specialists as required.
“I am no longer sure if I am controlling my wealth,
or my wealth is controlling me”
The Unien Advantage
Managing your wealth requires dedicated Time, Focus, Specialized Skills, and very importantly a Confidante – a Fidus Achates. At Unien, we are the Fidus Achates for you and your Family members. So that, you have the time and bandwidth to Cherish your Family, Friendships, Purpose and Legacy.
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We have pioneered the Family Office Pod – One Client at a time.
Each Family Office Pod consists of at least 3 members from the Team. These members will be responsible for Investments, Service, Ark and Allied Requirements. This ensures a prompt, comprehensive and competent response along with proactive planning.
Our Universe is You
No Conflict of Interest -
We do not take any fees or favours from any third party. Ever!
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Investments
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Tax
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Ark
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Legacy
About Us
Small enough to be Eager, Big enough to Deliver
With Unien, you reinvent the way you experience Wealth.
Unien Capital is built with a purpose – to ensure you receive the most comprehensive, bespoke advisory that is in your best interests. We utilise our unique expertise, capabilities and bring perspectives to open new vistas for you. We are the perfect blend of Enthusiasm, Intelligence and Integrity.
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We bring together the people, ideas and networks that nurture progress and growth, to help create a better world – for our customers, our people and our investors.
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Seasoned deal maker with experience of bringing best Investment and Private Banking Opportunities to UHNIs. Worked as Director and Market head at Barclays, Senior Vice President HSBC, VP and Senior Private Banker RBS Coutts and Group head ICICI Bank.
Vishi Raju
Partner
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Experienced professional with 2 years in operations at a Wealth Management firm and nearly 1 year in an advisory firm. Specialized in process optimization, client relations, and financial advisory support.
Heera Unnikrishnan
Compliance Officer & Service Manager
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With over 4 years of experience spanning Investment Banking, Venture Capital, and
Strategy at a leading Fintech startup, he brings a wealth of expertise in the financial sector.
He has collaborated with some of the most promising companies in the Startup Ecosystem,
analyzing financials and guiding them through the preparation for successful fundraising
rounds.
Tarun Anand
Senior Manager
Vinay comes with nearly 2 decades of experience in financial services, with a key focus on debt capital markets. He has acquired a master's degree in finance (University of Leeds) and the CFA charter (USA).
Vinay comes with nearly 2 decades of experience in financial services, with a key focus on debt capital markets. He has acquired a master's degree in finance (University of Leeds) and the CFA charter (USA).
Vinay
Basavaraj (CFA)
Partner
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Arun is dedicated to client service management, specifically supporting the investment advisory vertical; his prior professional background includes expertise in compliance. He holds a Bachelor's degree from Alagappa University. During his leisure hours, Arun enjoys exploring various locations through motorcycle rides, acquiring new knowledge, and engaging in reading books.
Arun Kumar
Senior Manager
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I am an experienced professional with over 5 years of expertise in client data management
at an American custody bank and nearly one year in client servicing at a family advisory firm.
I specialize in building strong client relationships, and ensuring seamless communication. Let’s work together to turn financial
goals into reality.
Rohit M
Senior Manager
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With over a decade of experience across EY, and wealth management roles at Anand Rathi
and Atom Prive Wealth, the founder of Finpulse Wealth is now merging it with Unien Capital
Advisors to enhance synergy. The focus is on tailored strategies for UHNI and HNI clients,
including wealth creation, protection, and transfer.
Vishnu K
Partner
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Chirag focuses on the research and analytics function that supports the investment advisory vertical. With a background in investment and trading across equity and forex markets. He acquired a bachelor's in finance and economics from FLAME University .
Chirag Bopaiah
Senior Manager
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-Prerana, a Christ University graduate, worked as an Audit Senior at Deloitte, specializing in
real estate audits. With two years of experience, she combines analytical expertise with her
passion for dancing and surfing, embracing both professionalism and creativity.
Prerana R Rao
Senior Manager
Vinay comes with nearly 2 decades of experience in financial services, with a key focus on debt capital markets. He has acquired a master's degree in finance (University of Leeds) and the CFA charter (USA).
Nakul brings over 5 years of invaluable expertise in FinTech, with a track record at Y Combinator and Sequoia Capital-backed startups. His prior experience at one of the world's largest asset managers further enhances his strategic insights and depth in the financial industry.
Nakul Gupta
Vice President
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Experienced professional with 7 years of experience in investment banking & advisory
services. Specialized in M&A, industry research, operations, and client relations. She has
acquired a Bachelor's in Finance from the University of Calcutta.
Nabonita Bagchi
Senior Manager
Contact
Location
Opening Hours
Email: peaceofmind@unien.in
Bangalore | Hyderabad | Mumbai
Ready to talk, whenever you are