For Those Who Think Beyond a Lifetime.
We partner with India’s most distinguished families and entrepreneurs to create enduring wealth across generations.
The Architecture of Enduring Wealth
We design wealth like architecture: planned, precise, and strong enough to weather every cycle.
India’s Circle of Continuity
We work closely with those who carry both expectation and responsibility, the creators of first-generation success and the custodians of long-standing legacies.
Our Services
Holistic Wealth Management Under One Roof
We work closely with those who carry both expectation and responsibility, the creators of first-generation success and the custodians of long-standing legacies.
Family Wealth Planning
Building a roadmap aligned to your family's life goals, risk, and aspirations
Private Wealth Advisory
Tailored investment strategies across equity, PMS, AIF, mutual funds, fixed income, private equity, structured products and alternative opportunities.
Financial & Goal Planning
A detailed roadmap for life goals, education, business succession, retirement, philanthropy, and more.
Estate & Succession Planning
Structuring legacies that stand the test of time. Trusts, wills, and family charters crafted with legal precision and emotional intelligence.
Family Office Services
Consolidated portfolio reporting, inter-generational planning, governance structures, and concierge financial management for ultra-wealthy families.
Insurance & Risk Management
Ensuring wealth protection with curated life, health, key-man, and business-continuity coverages.
Private Market Access
Access curated private market opportunities from pre-IPO to real assets to grow long-term wealth.
Capital Advisory & Fundraising
We connect visionary founders and promoters with capital — structuring, raising, and aligning fund raise through our network of private investors and institutional partners.
Where Strategy Meets Execution
Most firms either advise without access, or distribute without context.Leo Wealth was built differently.
We are both:
Your strategic advisor and your distribution partner. Your architect and your executor.
This dual capability ensures: One plan. One lens. One accountable outcome.
Built for Indian Capital.
Built for Indian Values.
Indian wealth has its own rhythm:
We know what defines Indian wealth management:
Our approach reflects how Indian investors build wealth, diversify portfolios, and safeguard family assets.
And how Indian families protect their legacy across generations.
Great Outcomes Are Rarely the Work of One
Behind every intelligent portfolio lies a network of excellence.
Our strength comes from a network of partners, fund managers, and experts, ensuring your family’s capital moves with precision and confidence.
The Custodians of Clarity
Our leadership team combines expertise across investment strategy, wealth advisory, tax, structuring, governance, and multi-generational planning. Together, they shape a unified, client-first philosophy that drives every decision at Leo Wealth.
Wealth lasts when decisions are made with tomorrow in mind.
Ritesh Lahoti
Managing Director & CEO (Co-founder)
Your Next Chapter Begins With Dialogue
Whether you are creating wealth or transferring it, centralizing decisions or delegating responsibility, clarity begins with conversation.
We invite you to step into a space where wealth is discussed quietly, handled intelligently, and planned purposefully.