Ekatwa Wealth Management

Ekatwa operates on an advisory fee model rather than earning commissions on product sales. This structure aligns the firm's incentives with client outcomes and reduces the conflicts of interest common in India's distribution-led wealth management industry. The firm does not publicly disclose its fee schedule.

The firm emphasizes capital preservation and multi-generational wealth continuity over aggressive return generation. It constructs diversified portfolios spanning public equities, fixed income, real estate, and private market funds. Investment decisions are filtered through a family governance lens, with asset allocation tailored to each family's liquidity needs, tax position, and succession timeline.

No. Ekatwa does not market proprietary mutual funds, portfolio management schemes, or alternative investment funds. The firm's advice is implemented through third-party products and direct market instruments, which removes the pressure to allocate client capital into in-house vehicles.

Family governance is a core advisory pillar, not an ancillary service. The firm works with business families to establish family constitutions, define roles across generations, and structure wealth transfer to minimize disputes. This work often involves coordination with external tax and legal counsel.

The firm's client base consists primarily of first- and second-generation Indian entrepreneurs, many of whom have experienced a liquidity event through business sale or partial divestiture. Ekatwa targets families in and around the National Capital Region who require multi-generational planning, not purely transactional portfolio management.