Suraj Kela

I help HNI, UHNI and business families preserve, grow and transition wealth through disciplined investment strategies, strategic asset allocation and holistic wealth management. Currently serving as Associate Principal at Invictus Private Wealth – Centricity Wealthtech, I advise clients across portfolio construction, alternative investments, family office solutions and long-term wealth creation. What differentiates me is my journey. Before entering private wealth management, I spent over 10 years as a full-time independent equity trader, actively managing my own capital across swing and positional strategies in the Indian equity markets. This experience gave me a deep understanding of market cycles, risk management, capital preservation, behavioural finance and portfolio discipline—insights that continue to shape my investment philosophy today. Following my trading career, I transitioned into wealth management with leading firms including Motilal Oswal Financial Services and Nuvama Wealth, advising HNI, UHNI and Family Office clients across Mutual Funds, PMS, AIFs, Private Equity, Fixed Income, Structured Products and comprehensive wealth solutions. Areas of Expertise• Portfolio Construction & Asset Allocation• Investment Advisory• Wealth & Family Office Advisory• Mutual Funds, PMS & AIFs• Private Equity & Alternative Investments• Fixed Income & Structured Products• Retirement, Succession & Legacy Planning• Risk Management & Behavioural Finance• HNI/UHNI Relationship ManagementMy investment philosophy is built on one principle:"Successful investing is not about predicting markets—it's about managing risk, staying disciplined and creating long-term wealth. "