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Aarti Mohan, Principal - Aurion Advisors — Principal · Aurion Advisors · Mumbai, Maharashtra, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
As the Principal and Founder of Aurion Advisors, I partner with high-net-worth individuals, business leaders, and global investors seeking to grow and protect their wealth through structured, long-term strategies focused on the India opportunity. Leveraging over two and a half decades of financial markets experience, I’ve built Aurion Advisors into a boutique, client-first advisory firm blending institutional-grade rigor with personalized attention. My approach goes beyond portfolio management — it’s about aligning investments with purpose, legacy, and global aspirations for clients with limited time to manage funds. I specialize in:
# Constructing India-centric portfolios that balance growth and risk # Empowering overseas investors to access Indian markets confidently # Crafting multi-generational wealth plans for global and Indian families # Prioritizing transparency, long-term compounding, and deep trust
If you’re a global investor or an Indian CXO looking for a trusted wealth partner for your India assets, I’d love to connect and explore how we can help your capital grow meaningfully — and securely.
Experience
PrincipalCurrent
Aurion Advisors · Mumbai Area, India
Sep 2014 – Present
- Founded and lead a boutique wealth management and family office advisory practice catering to HNIs, global investors, and business families. - Specialize in India-focused portfolio construction, risk-managed investment strategies, and intergenerational wealth planning. - Advise CXOs and entrepreneurs who prefer a discreet, independent advisory approach that prioritizes capital preservation and sustainable growth. - Partner with leading global fund houses, private banks, and investment platforms to offer institutional-quality access to Indian markets. - Focus on transparency, long-term compounding, and trust-based relationships — the foundation of every Aurion engagement.
Director - Equities & Private Banking
HDFC Bank · Mumbai Area, India
Oct 2011 – Jul 2014
Education
Skills
Recent activity
The (un)Surprising Similarities Between Health Creation and Wealth Creation
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