Ebony Wealth Private Limited

Mission

To offer personalized and comprehensive wealth solutions for clients in line with their vision. To deliver consistent returns for our clients and build wealth with passion and purpose.

Vision

To be recognized as a premier organization delivering thoughtful wealth solutions. To be a trusted and enduring firm that supports multiple generation of businesses, clients and their families.

Values

Integrity

To be open and honest in all communication and activities. To maintain the highest ethical standards and honour our commitments in word and deed.

Customer Focus

To maintain exceptional client focus, build lasting relationships and collaborate continuously to deliver optimum results.

Innovation

Continuously look to improve and work to maintain a technological and competitive edge to deliver best value for our customers.

Prudence

To show diligence in every decision, show care and take ownership and responsibility for actions.

Ebony Wealth Private Limited is an independent organization of diligent and highly experienced finance professionals offering wealth services with the motto of “consistent return to our client ”. As an elite wealth-management firm and boutique family office, we take pride in offering service that redefines the terms ‘customer delight’ and ‘personalized approach’.

Our unwavering commitment is to deliver comprehensive and enduring solutions that protect and build wealth. Our bespoke solutions are holistic in approach and are focused on covering all areas like improving savings, reducing tax burdens, mitigating investment risk, dynamic asset allocation etc., to achieve the best value for our clients.

Technologically advanced, analytically sound and exceptionally collaborative, we have a jargon-free approach to work. Our smart-beta technology and advanced quant models ensure that we are well-covered and ahead of the curve in all aspects.

Trust and integrity are central to our operations, and we bring insight, context and a long-term vision to any investment analysis and decision. With each of our clients, we share a unique bond and cherish relationships across generations based on trust, values and mutual respect with all stakeholders.

Welcome to a world where quality meets integrity, focus meets transparency and strategy meets results…. Welcome to Ebony Wealth

Our Profiles

Ebony’s experienced team takes pride in empowering clients to achieve their financial goals with diligent solutions. With open communication loops and a consultative approach, we bring excellent attention to detail and a premium edge to our offerings.

Elite Raja

- Founder & Managing Partner

As the founder and managing partner, Elite Raja assists individuals, families, and institutions in crafting comprehensive financial strategies and actionable plans to safeguard and enhance their wealth. Having established the L&T Wealth division from the ground up, he offers extensive expertise in all facets of wealth management. His previous experience includes roles at prominent institutions such as ICICI Wealth, 360 One Wealth, and HDFC Private Banking.

With over two decades of experience in private banking, he brings a wealth of knowledge and insight to his clients.

Geet Padhy

- Co-founder & Partner

Geet is a co-founder and partner at Ebony Wealth. Driven by passion and collaboration, he is dedicated to fostering positive change and agility for growth. With over two decades of experience in wealth management, Geet has held key positions at prominent institutions such as 360 One Wealth, L&T Wealth, Axis Bank, and HDFC Bank.

Jayalakshmi. R

- Co-founder & Senior Partner

As co-founder and senior partner, Jayalakshmi brings a meticulous and process-oriented approach to operations. With nearly two decades of experience in wealth management, she has held prominent roles at esteemed organizations such as HDFC Bank, 360 One Wealth, and L&T Wealth, among others.

Mr. Kunal Valia

- Business & Strategic Consultant

Mr. Kunal Valia brings over 23 years of experience in the Private Banking and Wealth Management industry, having worked with prestigious firms such as DSP Merrill Lynch, Credit Suisse, and other leading wealth management and investment advisory companies. His most recent role was as Chief Investment Officer at Waterfield Investment Advisors.

His expertise includes:

Multi-Factor Investing and the development of quantitative stock selection models, with a proven track record of generating consistent alpha.

Creation of quantitative asset allocation and equity allocation models.

Lifecycle management of various investment products.

Comprehensive due diligence and more.

CA R.Uppiliappan

- Auditor

A certified chartered accountant, Uppiliappan excels in clear communication, innovative thinking, and strategic focus to prepare clients for growth. With extensive expertise across various domains such as company services, investment, and finance, Mr. Uppiliappan offers well-rounded proficiency and is a valuable resource for insights into finance, government trends, and updates.

About Us