Partner-led investment, protection and succession coordination, with a separate mutual-fund-distribution business.
Pentagraph provides family-wealth planning, investment-decision support and mutual-fund distribution, with an explicitly described multi-family-office offering for ultra-high-net-worth individuals and families. Its central service is partner-led “wealth administration”: coordinating investment, protection and succession decisions for people whose financial complexity continues after they have achieved financial independence.
Wealth protection starts with a review of vulnerabilities affecting the individual and business. The listed scope includes term, medical, accident/disability, family and general insurance, tax and regulatory/legal compliance, contingency planning, property and land. These are planning and coordination capabilities, not guarantees that every risk is insured or that capital cannot be lost.
Wealth management centres on a senior partner as the contact for strategy, reviews, execution, goal analysis, reporting and support. The published investment universe includes global investments, mutual funds, fixed deposits, private equity, venture funds, alternative funds and portfolio-management routes. The site does not establish that Pentagraph itself manages every underlying fund or discretionary portfolio, provides custody or has unrestricted cross-border investment permissions.
Its separate service called wealth distribution concerns the purposes and transfer of wealth: legacy, succession, estate planning, philanthropy and trusts. That terminology should not be confused with its separately disclosed mutual-fund-distributor business. The multi-family-office page describes integrated work with legal, finance, investment, business, tax, real-estate and legacy-planning specialists; confirm the responsible practitioner and entity for each legal or regulated task.
The company dates Pentagraph's founding to 2009. The website terms identify Pentagraph Partners as the website owner, while the footer calls it an AMFI-registered mutual-fund distributor. This is a sourced brand/service representation, not a legal merger of all professional partners or a claim that a distribution registration is a SEBI investment-adviser or portfolio-manager licence.
The retrieved footer has a renewed ARN74723 table covering 1 July 2026 to 30 June 2029 and an APRN01122 table covering 26 February 2026 to 25 February 2029. Another block on that same page still prints the earlier ARN period ending 30 June 2026, alongside SIF validity of 18 August 2025 to 17 August 2028. The newer table and older block are both retained; obtain current register confirmation and applicable product permissions rather than treating the old date alone as proof that registration lapsed. These are company-published disclosures, not an independent current AMFI certificate audit.
The official team names Rahul Mone as chairman; Meghashyam Sinkar and Anil Bharti as co-founders; Yogesh Kshirsagar as partner; and Ashish Joshi, Nimisha, Pushkar Dongre and Vinod Chawla as senior directors. Riddhi Sen and Asit Kumar are directors, with additional planning and client-service staff. The professional titles are the site's service/team roles; they do not by themselves prove statutory company directorships or common legal ownership.
The contact office is in Pune. Current AUM, client counts, total employee headcount and a complete legal-entity schedule are not established in the reviewed sources. The experience of individual former bankers is not the firm's age or proof that their previous employers endorse this business.
The stated audience includes HNIs, UHNIs, families, entrepreneurs, industrialists, organisations and institutions. Its best-described use case is an individual or family juggling investment, insurance, tax, business and legacy decisions, with a named partner coordinating regular reviews. The offer is broader than selecting a single mutual fund, but the actual authority and scope still need to be agreed.
No numerical planning/family-office tariff, universal minimum wealth, product minimum or current scheme-by-scheme commission rate is established in the reviewed material. The footer links a mutual-fund commission disclosure, but the linked address did not provide that disclosure document in this check. Request the actual current remuneration schedule, distinguish AMC/distributor compensation from separately charged planning or specialist fees, and confirm whether any recommended product has lock-ins, exit loads or other costs. Do not infer fee-only or commission-free advice from the family's goal-planning language.
The published website terms say products are not available in every geography and customers may not be eligible for every service; accessing the site alone does not create a client relationship. Its family-office fiduciary positioning is not an independent legal opinion about every engagement or a guarantee of returns, security or estate outcomes.
The Connect-to-Meet form gathers contact details and a brief explanation so the team can prepare for a meeting. The wealth-protection service says vulnerability review begins on onboarding; the wealth-management page describes regular partner engagement, reviews, goal analysis and reporting. Neither establishes a universal report frequency or contractual response-time SLA.
Contact support@pentagraph.co.in or +91 87930 88804. The published office is 404 Ashiyana, opposite Bhandarkar Institute, above ICICI Bank, Law College Road, Pune 411004. This is the contact location, not an independently verified registered address of every practitioner or product entity.
The privacy policy, effective 17 April 2023, describes KYC/compliance information, electronic communications and information sharing for service delivery or legal requirements. It makes encryption and hosting-safeguard claims, but no named independent security certification or custody integration is established here. Agree which advisers receive sensitive documents, who controls execution and how the family receives or transfers its records.
It combines protection, investment-management support and distribution of wealth through legacy, estate, succession and philanthropic planning, led by a partner.
No. Its service page uses wealth distribution for succession, trusts and philanthropy; the footer separately discloses the mutual-fund-distributor registration.
No. References to PMS, AIFs, private equity or global investments do not establish ownership, discretionary-manager registration or custody for those products.
Not by itself. The same footer also displays a renewed period to June2029. Verify current registration and relevant product permissions directly.
No complete current numerical schedule or universal engagement minimum was established. Request compensation and product terms for the actual service.
business and founding; family-office scope; wealth administration; protection; management and reporting; succession and wealth distribution; team; registration-disclosure footer; contact; terms; privacy. Reviewed November2026.
Strengths. Integrated planning across investment, protection and legacy decisions; Explicit family-office offering and named partner model; Concrete protection and succession categories; Direct corporate personal links for multiple leadership roles.
Watch-outs. No complete numerical current tariff or minimum established; Renewed ARN table and older validity block coexist; company disclosure is not independent certificate audit; Product menu does not establish all manager/custody/adviser permissions; No verified current AUM/client/headcount or named independent security certification.
Built for High-net-worth and ultra-high-net-worth families, Entrepreneurs and industrialists, Organisations and institutions.
For families balancing investments, insurance, tax, business and succession decisions with a partner coordinating specialists. Product availability/jurisdiction and eligibility vary; general investment menu does not certify discretionary management or custody.
support@pentagraph.co.in; +91 87930 88804; published Pune meeting/contact office. Partner contact covers reviews, execution, goal analytics, reporting and support; no numerical response SLA or universal report frequency established. Published office address: 404 Ashiyana, Opp Bhandarkar Institute, Above ICICI Bank, Law College Road, Pune 411004, India (published contact office, not independently verified registered address for every entity).
Connect-to-Meet form prepares a discussion; vulnerability review begins on onboarding. Agree scope/authority, responsible legal and product entities, compensation, report frequency, sharing of sensitive documents and exit/record transfer. Website access alone is not a client relationship.
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