A Modern Approach to Wealth,
Rooted in a 56 Year Legacy
We help families, entrepreneurs, and professionals grow and protect their wealth with clarity, discipline, and purpose by blending generational experience with modern strategy.
Our Philosophy
We see wealth as a journey, not a transaction.
Built on trust, understanding, and purpose, our philosophy is simple — to help you grow with clarity and confidence, generation after generation.
- “Someone’s sitting in the shade today because someone planted a tree a long time ago.”
- -Warren Buffet
- Every Decision Builds Your Future.
A Holistic Approach to Wealth.
We look beyond investments and numbers to understand your goals, values, and vision. Our integrated
financial solutions help you grow, protect, and preserve your wealth — for every stage of life.
Goal-Based Mutual Fund Planning
What This Means For You :
- SIP planning tailored to specific goals
- Thoughtful lump-sum deployment for long-term objectives
- NFOs evaluated only when they add meaningful value
- Review & restructuring of existing MF portfolios
Professionally Managed Portfolios, Built Around Your Vision
What This Means For You :
- Portfolios curated to reflect your goals, risk profile, and time horizon
- Managed by seasoned PMS teams backed by robust research
- Clear understanding of each strategy before investing
- A calm, measured approach to growth and not speculation
- Continuous oversight to ensure your portfolio stays aligned with your objectives
High-Conviction Opportunities for Thoughtful Diversification
What This Means For You :
- Select alternative ideas that complement your existing portfolio
- Access to professionally managed, research-driven investment opportunities
- Suitable for investors seeking disciplined, long-term exposures
- Recommendations focus on clarity, suitability, and your overall financial direction
Equity Guidance Rooted in Clarity, Not Noise
What This Means For You :
- Research-guided equity ideas explained in simple terms
- A focus on long-term quality, not short-term speculation
- Recommendations aligned with your goals and risk comfort
- Periodic insights to help you stay confident through market cycles
Stability That Balances and Strengthens Your Portfolio
What This Means For You :
- Access to high-quality bonds and fixed-income options
- Ideal for balancing equity exposure and reducing volatility
- Designed to protect capital while generating consistent returns
- Periodic reviews to ensure suitability over timePeriodic reviews to ensure suitability over time
Selective Access to Opportunities Beyond Public Markets
What This Means For You :
- Selective opportunities sourced through trusted networks
- Assessment based on fundamentals and long-term viability
- Clear overview of risks and expectations
- Suitable as a thoughtful diversification layer within your broader plan
Protection Designed to Support Your Life and Responsibilities
Life Insurance
- Term Plans
- Retirement & Pension Plans
- Child & Education Plans
- Savings & Endowment Plans
- ULIPs (recommended only when appropriate)
Health Insurance
- Individual & Family Health Plans
- Senior Citizen Health Coverage
- Critical Illness
- Mediclaim / Cashless Plans
What this means for you:
- Recommendations based on your needs, not sales targets
- Support with documentation and formalities
- Periodic review to keep plans relevant and aligned
Seamless Wealth Planning for Global Indians
What This Means For You :
- Tailored investment plans across MF, PMS, AIF, equity & fixed income
- Assistance with KYC, FATCA & onboarding
- Tax-efficient structuring and clear reporting
- Support in managing estate, succession, and insurance across borders
- Investment options in INR & USD for flexibility and convenience
Holistic Support for Every Part of Your Financial Journey
Loan Assistance
- Guidance for home, car, business and educational loans
- Comparison of lenders, structures & interest options
- Support through documentation and process completion
- Recommendations focus on clarity, suitability, and your overall financial direction
Will & Estate Planning
- Guidance on drafting and structuring your WILL
- Strategic asset distribution for smooth succession
- Minimizing legal complexity for future generations
- Periodic updates as life evolves
- Why arckey wealth?
Because ordinary advice isn’t for extraordinary goals
At Arckey Wealth, we believe that wealth should be personal, purposeful, and enduring. Our approach is shaped by experience, guided by understanding, and built on values that stand the test of time.
Boutique Expertise, Personalized Approach
Every client is unique, and so is our strategy. We deliver bespoke financial, analytical, and design solutions built around your goals, values, and long-term vision.
Legacy of Trust, Global Perspective
Born from a third-generation entrepreneurial lineage and shaped by global education, Arckey blends Indian foresight with international sophistication.
Intelligence that Feels Human
Our work is driven by data, powered by technology, and guided by empathy, ensuring that every decision is as meaningful as it is measurable.
At Arckey Wealth, we don’t just manage money
we build partnerships that last lifetimes.
- Backed by Trusted Institutions
Clients Who trust us
We’re proud to help business owners, senior executives, and professionals from some of India’s most respected companies.
Jenil shah
- Let’s Build Your Legacy