Amit Kumar

I help people who have already built wealth make sure it's actually working for them. Most portfolios I review aren't badly managed. They're just unmanaged — accumulated over years through different people, different products, different moments, with nobody stepping back to check whether the whole thing still makes sense together. What I typically find: overlap disguised as diversification, tax-heavy assets sitting in the wrong structure, idle money quietly losing to inflation, and gaps in the basics that cause real problems for families later. I work with HNIs, family offices, and corporates across mutual funds, PMS and AIFs, fixed income, and unlisted equity — building portfolios around what a client actually needs, not what's easiest to sell. NISM certified. Delhi-based. Currently at Dealplexus. If you value clarity and long-term thinking over quick wins, let's talk.