NorthGrove Partners: Redefining Wealth Management for India's Elite.

Success Story Aug 13, 2025 Add to Reading List

Introduction & Purpose

A new force in India's wealth management landscape is making waves with its client-centric approach. NorthGrove Partners LLP, headquartered in Mumbai's prestigious Vile Parle West, is revolutionizing how High Net Worth (HNI) and Ultra High Net Worth (UHNI) families preserve, grow, and transfer wealth across generations. Founded on the principle that "wealth is more than numbers—it's a legacy," the firm combines precision, privacy, and performance to deliver bespoke financial solutions that go beyond traditional investment management.

What the Company Does

NorthGrove Partners specializes in comprehensive wealth stewardship through a diverse portfolio of premium services tailored exclusively for affluent families and sophisticated investors. Their offerings include:

Core Services:

Wealth Management & Family Office Services: Holistic wealth structuring, estate planning, and multigenerational wealth preservation
Portfolio Management Services (PMS): Customized portfolio strategies with direct equity and multi-asset investments
Alternative Investment Funds (AIFs): Exclusive access to private equity, venture capital, and hedge funds
Unlisted Offerings & Pre-IPO: Curated high-growth investment opportunities before public market listing
Risk Management & Hedging: Advanced protection strategies using derivatives and structured products
Fixed Income & Debt Strategies: Tax-efficient portfolios including tax-free bonds and market-linked debentures

The firm serves clients across multiple asset classes while maintaining strict independence and conflict-free recommendations, ensuring every strategy aligns solely with client objectives.

Vision, Mission & Values

Mission: "To deliver holistic, research-driven, and tax-efficient solutions tailored to your financial aspirations, lifestyle, and legacy planning needs."

Core Values:

Independence: Conflict-free recommendations driven purely by client interests
Discretion: Maintaining the highest standards of confidentiality and privacy
Expertise: Deep understanding of both Indian and global financial ecosystems
Customization: Bespoke solutions tailored to individual risk profiles and goals
Legacy Focus: Multigenerational wealth preservation and transfer strategies

"At NorthGrove Partners, we believe wealth management is about creating lasting legacies, not just maximizing returns. Our approach combines global sophistication with local market expertise to deliver outcomes that truly matter to our clients."

Meet the Team / Founders

NorthGrove Partners is led by a team of seasoned financial strategists with deep expertise in both Indian and international markets. The founding team brings together decades of experience in wealth management, investment banking, and family office services. Their combined expertise spans across asset classes, regulatory frameworks, and sophisticated financial instruments, enabling them to serve the complex needs of India's most successful families and entrepreneurs.

Pranay Sangani – Founder & CEO
A seasoned financial expert with 20+ years of experience, Pranay leads NorthGrove with a focus on bespoke wealth solutions for HNIs and UHNWIs. He's a CFA, CFP, and IIM-A alumnus, known for his fintech innovation and client-first approach.

Sameer Shah – Co-Founder & COO
A financial markets veteran since 2003, Sameer specializes in trading, risk, and investor behavior. At NorthGrove, he drives operational excellence and client-focused wealth solutions for HNI and UHNI clients.

Asim Jain – Director, Research & Education
An engineer-turned-investor and educator, Asim leads research and investor education at NorthGrove. With expertise in equities and derivatives, he has trained 3,000+ individuals and is committed to advancing financial literacy.

The leadership team's commitment to relationship-driven service has attracted a growing community of visionary investors who value integrity, discretion, and long-term thinking over short-term gains.

Market Outlook & Opportunities

India's wealth management industry is experiencing unprecedented growth, with the number of HNI and UHNI families expanding rapidly. According to recent industry reports, India's wealthy population is expected to grow by 58% by 2028, creating significant demand for sophisticated financial services.

NorthGrove Partners is strategically positioned to capitalize on this growth through their dual-market knowledge and conflict-free recommendations. The firm's focus on alternative investments, pre-IPO opportunities, and structured products aligns perfectly with the evolving preferences of India's new generation of wealthy investors who seek diversification beyond traditional assets.

Partnerships, Clients, and Plans Ahead

NorthGrove Partners has established strategic partnerships with leading financial institutions including Nuvama, Welathyand other trusted market players, ensuring clients have access to institutional-grade investment opportunities and research capabilities.

The firm is actively expanding its Private Clientele Services division and recommending new Alternative Investment Fund offerings to meet growing demand from UHNI clients. Plans include establishing a dedicated NorthGrove Academy for financial literacy and launching advanced ESG-focused investment products for socially conscious investors.

Your Invitation to Financial Excellence

If you're among India's top 1% of investors seeking:

Conflict-free, independent recommendation
Customized wealth strategies beyond conventional offerings
Access to exclusive investment opportunities
Multigenerational legacy planning
Absolute discretion and privacy
Direct access to seasoned wealth strategists

Then NorthGrove Partners is your natural choice.

How to Connect with use

Ready to experience trusted financial stewardship that puts your legacy first? Join the growing community of visionary investors who trust NorthGrove Partners with their wealth management needs.

Contact NorthGrove Partners: