Wealth Management.
Simplified.
Accelerate wealth management processes with experts in the field.
What We Offer
Managed Services
Uncomplicate diverse wealth management operations with support from industry professionals
Estate Planning
Cost effective wealth transfer solutions from Wills to Family Trusts and Charities
What We Do
Adian is a dream born out of insights acquired by years in the industry. Insights which have influenced solutions crafted around the many pain points.
At Adian, Wealth Management is not just investment advisory or investment management. We are passionate about enabling services and solutions across the spectrum of wealth and asset management for our partners.
Who We Work for
WEALTH MANAGERS
INVESTMENT ADVISORS
PORTFOLIO MANAGERS
STOCK BROKERS
MULTI FAMILY OFFICE
FINTECHS
MUTUAL FUNDS
MUTUAL FUNDS DISTRIBUTORS
BANKS
Who We Are
Dilip Rajput
Dilip started Adian after spending over two and half decades in the industry. He has held senior management roles in large business houses engaged in the capital markets domain. He has to his credit – setting up and leading large operations teams in wealth management.
Dr. Medha Shetye
As head of Legal & Compliance division at Adian, Medha brings her vast experience of over two decades in the legal field primarily focused on matters related to succession planning and POSH compliances.
Prashant Chari
Prashant is an experienced capital markets professional with experience of more than 25 years. In the past he has setup and led large teams handling wealth management operations. Prashant heads the Operations function that focusses on operational efficiency.
M Ramalingam
Ram an experienced professional in the capital markets domain with an experience of more than 3 decades. He has held senior management roles across the spectrum of the financial services industry – registrars, Stock Exchange, Broking, Commodity Exchange etc.
Our Service Platforms
