An advisor looking out across mountain ranges at sunrise

Wealth creation & wealth management

Higher numbers, brighter tomorrows.

Numeraxis Consulting helps individuals, families and founders build personal wealth with intent — and steward it with the discipline it deserves.

₹1,200 Cr+

Assets advised

2011

Practising since

680+

Families served

94%

Client retention

Four disciplines, one integrated plan

Every mandate is scoped to a clear outcome and reviewed against it, quarter after quarter.

01

Wealth Creation

Turning income, equity and business value into durable, compounding personal wealth.

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02

Portfolio Management

Diversified allocation built to your risk budget, monitored and rebalanced with discipline.

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03

Retirement Planning

A funded, sequenced income plan for the decades after your earning years.

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04

Tax & Estate Planning

Structures and timing that preserve more of what you have worked to build.

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Our method

A written method, not a sales pitch

Step 01

Understand

A full review of assets, liabilities, goals and the people who depend on the outcome.

Step 02

Design

A plan matched to your horizon and risk appetite, with the trade-offs made explicit.

Step 03

Implement

Careful execution across accounts, instruments and timelines — no wasted motion.

Step 04

Steward

Quarterly reviews, transparent reporting and one accountable point of contact.

In their words

“They turned a decade of scattered investments into a plan I finally understand.”
Anita Rao · Founder, Rao Textiles
“Precise, unhurried and genuinely accountable. Our retirement is now funded.”
Vikram Shetty · Retired Partner
“The tax structuring alone paid for the engagement in the first year.”
Meera Nair · Senior Executive

Let's build your brighter tomorrow

A first consultation is confidential, unhurried and without obligation.

Book a consultation