Our services
Wealth Management
Some roads become clearer only when you start walking on them. Lets Explore
Personalised Financial Planning
A structured 6-step process that brings clarity, discipline, cashflow stability, and long-term goal achievement.
01
Annual Wealth Plan Review
A yearly recalibration of goals, portfolios, and strategies to keep your plan aligned with life market changes.
02
Estate Planning
Wills, trusts, nominations, PoA, guardianship setups — ensuring your legacy is protected and transferred with clarity.
03
Tax Planning
Strategies for income optimisation, capital gains efficiency, tax-loss harvesting, HUF planning, gifting rules, and NRI taxation.
04
Women
HerAurum by Aureva
Led by a woman, HerAurum is designed from the ground up to meet the unique financial realities women face today.
- Built by a Woman
- Optimized for Women
- Uniquely Tailored for Women
This is more than money management—it’s a movement to redefine what it means for women to lead with confidence, clarity, and courage in every aspect of life
Take Charge of Your Financial Destiny –
because when women lead their wealth, they lead the world.
Our Products
Aureva Wealth offers a curated range of investment solutions designed for long-term, goal-aligned wealth creation.
Mutual Funds
Fixed Income & Insurance
Structured Solutions
Global Diversification
Our Approach
6 Step Process
Discovery & Engagement
We begin by defining our partnership — clarifying expectations, support, and shared commitment to your long-term financial success.
Your Life & Wealth Priorities
Through thoughtful conversations and detailed analysis, we uncover your priorities, life goals, risk profile, and family vision.
Financial Health Assessment
We evaluate your current financial landscape — assets, cash flows, structures, and protection — identifying strengths, gaps, and opportunities.
Strategic Wealth Blueprint
A bespoke, goal-aligned financial strategy designed to build, protect, and transition wealth — rooted in discipline, insight, and regulatory rigour.
Execution & Coordination
We coordinate implementation seamlessly across investment, protection, tax, and estate elements — ensuring precision and alignment with your objectives.
Continuous Review
of Plan
We monitor progress, refine strategies, and stay ahead of life changes and market dynamics — keeping your wealth journey on course.
Why us?
Our Philosophy
True wealth extends beyond assets — it’s the confidence, time, and freedom to pursue what truly matters.
At Aureva, we don’t just manage money; we construct a rigorous financial investment plan—an engine of purposeful growth fuelled by our disciplined clarity and deep expertise. This powerful foundation supports your aspirations, your family, and the life you choose to create.
Paras Singhal
Smita Sahai
