A decade of trusted financial counsel for families, professionals, and businesses across India and the GCC.
Echo Wealth was founded on a simple but powerful belief: every individual and family deserves access to the same quality of financial Planning that was once reserved only for the ultra-wealthy.
Starting from Thiruvananthapuram, Kerala, we grew into a multi-office practice spanning India, UAE, and Qatar — serving salaried professionals, business owners, NRIs, and corporates with equal dedication.
Our approach has always been goal centric. We look at your complete financial life: income & expenses, assets & liabilities, taxes, insurance, real estate, estate and planning — not just your investments.
A decade of partnership, growth, and shared success with the families and businesses we serve.
To empower individuals, families, and businesses.
To empower individuals, families, and businesses with structured, personalised financial Planning that creates lasting prosperity across generations.
To be the most trusted goal Planning partner.
To be the most trusted financial Planning partner for every aspirational Indian household — in India and across the globe.
Integrity, clarity, and long-term thinking
Integrity, clarity, and long-term thinking guide every decision we make — always placing our clients' interests at the centre of everything we do.
Founding visionary with over two decades of experience in financial planning and wealth management across India and the GCC.
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Drives strategic initiatives and client acquisition, with deep expertise in investment management, risk assessment, liability management, and tax planning.
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Specialises in private banking and wealth management, delivering bespoke financial solutions for high-net-worth individuals and key client relationships.
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Leads wealth management and client advisory, delivering tailored financial solutions for corporates, HNIs, and UHNIs.
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Provides strategic financial advisory, helping businesses achieve sustainable growth through sound financial management and compliance.
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Oversees end-to-end operations and process excellence, ensuring every client interaction is seamless and efficient.
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Expert in direct and indirect tax planning, GST compliance, and business structuring for SMEs and HNIs alike.
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Guides clients through strategic real estate investments, property portfolio management, and realty advisory.
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Crafts personalised financial plans that align with clients' life goals — from wealth building to retirement readiness.
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Provides holistic estate planning solutions including wills, trusts, and succession planning with a legal perspective.
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CERTIFIED FINANCIAL PLANNER™ leading product strategy and research to deliver evidence-based investment solutions.
LinkedInHave more questions about who we are or how we work? We'd love to speak with you.
Talk to UsOur approach combines disciplined financial planning, strategic asset allocation, ongoing portfolio reviews, and continuous client engagement. We believe wealth management is an ongoing journey that evolves with your financial goals and life priorities, helping you build, preserve, and grow wealth over the long term.
What sets Echo Wealth Global FZCOapart is our client-first philosophy. We take the time to understand every client's complete financial picture before making any recommendations. Rather than focusing on products, we focus on delivering objective, personalized strategies that support long-term financial well-being.
At Echo Wealth GlobalFZCO, our values are reflected in our name—ECHO: Ethical – We always act with integrity and in our clients' best interests. Consistent – We deliver disciplined advice and dependable service. Honest – We provide transparent guidance and realistic expectations. Organized – We follow a structured approach to help clients achieve their financial goals. These values shape every decision we make and every relationship we build with our clients.
Trust is earned through transparency, expertise, and consistency. We are committed to acting in our clients' best interests by providing objective advice, maintaining open communication, and building long-term relationships based on integrity and mutual respect.
Our team comprises professionals with expertise in financial planning, investment advisory, wealth management, and investment research. We continuously enhance our knowledge to provide informed guidance in an evolving global financial environment.
Book a free 30-minute consultation — no commitment, just clarity.