Inderbir Jolly - CWM

Wealth, at its highest form, is a responsibility carried across generations — not merely a portfolio to be managed. As Founder & CEO of PL Wealth & Family Office, I am building a globally benchmarked advisory institution: one that brings institutional-grade portfolio construction, genuine global investment access, and disciplined, long-term stewardship to India's most discerning HNI, UHNWI, and family office clients. My career has been shaped by a singular belief — that scale need never come at the expense of sophistication. In prior leadership roles at a major Indian financial institution, I built and led wealth businesses across both direct (B2C) and partnership-led (B2B)

distribution, developing the governance frameworks and multi-channel advisory architecture that served the country's most influential client families, while deepening product integration and extending institutional reach. PL Wealth & Family Office is the expression of a conviction I hold closely: that Indian wealth deserves the same calibre of thinking found in the world's most established advisory institutions — married to a depth of local insight that only comes from decades of proximity to this market. We are, in this sense, building something deliberately unhurried: a research-led, stewardship-first institution designed to be trusted across generations rather than transactions. I welcome conversations with fellow practitioners in private wealth and family office advisory, and with families and institutions seeking a long-term partner for their global capital.