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SEBI Registered Investment Adviser

Financial planning forNRIs & Tech Professionals.

Fee-only advice for global Indian families, tech professionals and doctors managing RSUs, ESOPs and cross-border investments.

Fee-only · Independent advice · No product commissions

ONE PLANClarity

RSUs

India

Global

Goals

Trusted by folks at

Investment universe

As Wealth Grows, So Does Complexity.

Public Markets

Mutual Funds · ETFs · Bonds · REITs · InvITs

Private Markets

AIFs · Private Credit · Unlisted Opportunities

Global Markets

GIFT City · UCITS ETFs · Global Funds & Equities

Independent advice in action

Evidence of Action—Not Promises.

A snapshot of the decisions, consolidation and clean-up behind a clearer financial life.

ONE COORDINATED VIEW

₹50 Cr+

Client assets under advice

Indian investments, employer stock and global assets viewed together—not as disconnected accounts.

Advice connects the whole financial picture.

FIRST SIX MONTHS

₹5 Cr+

Moved from regular to direct

Shifted within Precision Wealth’s first six months, after suitability and portfolio review.

LESS FINANCIAL CLUTTER

Investment-linked policies discontinued

Removed where they did not fit the client’s financial plan, protection needs or priorities.

EXPERIENCE APPLIED

8+ years

Financial-services experience

Experience applied through independent, fee-only advice and a disciplined decision process.

Figures as of 1 September 2026; policies discontinued updated to 40 as of 12 October 2026. Based on Precision Wealth’s internal records. Assets under advice do not represent guaranteed investment returns.

WHO WE ADVISE

Advice Shaped Around Your Financial Life.

For people managing complex compensation, global assets and important long-term decisions.

SWIPE TO EXPLORE →

EQUITY COMPENSATION

Tech Professionals

For professionals balancing salary, RSUs, ESOPs, ESPPs and concentrated employer stock.

Vesting decisionsConcentration risk

RSU, ESOP and ESPP planning illustration

INDIA + GLOBAL WEALTH

Global Indian Families

For globally mobile families coordinating investments, residency changes and a return to India.

Cross-border assetsReturn-to-India planning

India and global financial planning illustration

PRACTICE TO PERSONAL WEALTH

Doctors

For doctors converting demanding careers and uneven cash flows into resilient long-term wealth.

Cash-flow structureInsurance review

CARE → CAPITAL

COMPLEX INCOME, CLEAR DIRECTION

CXOs & Business Owners

For leaders separating personal wealth from business risk while planning for family priorities.

Concentrated wealthSuccession priorities

ONE
PLAN

BUSINESSFAMILY

Stories from people we advise

What changes when advice is truly yours.

After moving to the US, managing my loans and repatriating funds from India felt overwhelming. Kaushik stepped in with clarity and structure, helping me sort everything out and most importantly, giving me peace of mind.

Raghavendra

USA

Cross-border clarity

I was mis-sold two insurance policies, had money just lying in my savings account, and had no clue how to plan for early retirement or what to do with my RSUs. Now everything is structured and I’m investing across multiple goals with confidence.

Jyosna

Software professional

RSU decisions

What I appreciate most is the unbiased advice. No product pushing, no confusion just clear guidance based on my goals. This is what exactly anybody would need.

Krishna Mohan

Doctor · Hyderabad

Fee-only advice

Investor complaints - September 2026

Monthwise & annual history

Investor complaint status for the month ending 30 September 2026
Received from	Prev.Pending at end of previous month	Rec.Received	Res.Resolved	PendingTotal pending	>3mPending over 3 months	Avg. daysAverage resolution time (days)
DirectDirectly from investors	0	0	0	0	0	N/A
SCORESSEBI (SCORES)	0	0	0	0	0	N/A
OtherOther sources	0	0	0	0	0	N/A
TotalGrand total	0	0	0	0	0	N/A

As at 30 September 2026. N/A: no complaints resolved.

Updated 21 October 2026 · Raise a grievance