Ashish Khetan

After nearly three decades of experience in India’s wealth management industry and launching one of the country's first institution-led multi-family office practice for Kotak Mahindra; one core belief of mine remains constant: Great outcomes come from alignment, not just access and data.

Over a 26 year tenure, had multiple concurrent roles, responsibilities and designations across the length and breadth of the Kotak Mahindra Group. These years provided a deep appreciation for the sophistication of Indian families and the complexity of their financial lives. However, they also highlighted a silent gap in the industry. Often, the architecture of advice is structurally intertwined with distribution, making the client's best interest just one of several competing priorities.

This led to the founding of - Serenity Wealth.

The mission is both to bridge the gap and to build a practice based on pure alignment. The model is simple by design: one transparent fee, zero commissions, and total focus on the client’s bespoke needs. My approach relies on a comprehensive assessment of the client's attitude to risk and their financial framework. However, the most valuable asset brought to the table isn't just a database of answers; it is the intellectual honesty to find solutions when ready-made answers are not available. Followed by the relentless capability to scan the ecosystem and find precise solutions.

I am always up for a conversation about wealth management, the markets, or the industry, and if you aren't sure whether your current financial situation is truly aligned with your intent, let's chat.