We treat your wealth the way we’d treat our own.
Since 2014, RS Wealth Family Office has helped families, professionals and businesses build lasting wealth through goal-based planning and disciplined investing.
Ranganathan Srinivasan
Founder & CEO · CFP® · CWM®
A globally certified CFP® and CWM® with more than 25 years in wealth management, Ranganathan founded RS Wealth in 2014 after over a decade heading Private Banking and Wealth Management at ICICI Bank for South India. His approach is simple: understand the client first, invest with discipline, and build relationships measured in decades, not quarters.
Two quick checks before you invest
One relationship for every part of your wealth
Plan with clarity, at every stage
What a partnership with us actually looks like
Clear, honest choices
We turn confusing products into choices you understand and stand behind.
Steady through the swings
We keep you steady through market ups and downs, so you never quit a good plan in a panic.
Every rupee has a job
We tie every rupee to a real goal and time frame, so nothing is left to guesswork.
Hear it from our clients
RS Wealth took the time to understand our goals before suggesting anything. For the first time, our investments feel like they have a purpose.
They helped us plan for retirement and our daughter’s education with a clear, honest roadmap. The regular reviews keep us on track.
What stands out is the transparency. Everything is explained in plain terms, and they have stayed with us through every market cycle.
From our desk
5 questions to ask before your first SIP
A simple checklist to make sure your first systematic plan is built around your goals.
Read morePMS vs AIF vs SIF: which fits your portfolio?
How the three differ on minimums, strategy and suitability — in plain terms.
Read moreWhat GIFT City means for NRI investors
Global, foreign-currency opportunities from an Indian platform — the essentials.
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