Succession Planning
Wealth transfer is a decision. Trusts, estate structures, and family governance, built to your intent and started before you need them.
Investing builds wealth. Planning protects it.
We bring structure to the parts of your financial life that returns alone can't fix.
Structure to all financial aspects
How it's transfers.
How it works cross borders
How it's stays compliant
How it's taxed
Our offerings
Portfolio Consolidation
Your wealth is scattered across apps, advisors, and asset classes. We bring it into one view, under one strategy. One plan, not five logins.
RSU Optimisation
Your global equity carries risks you were never told about. Concentration. Compliance gaps. A co-founder catches what you can't see coming.
Tax Planning
The best investment and the worst tax outcome are often the same move. We plan year-round, not just at filing.
Accredited Investor Certification
A fully digital process that permanently upgrades your access. Lower ticket sizes on SIFs, PMS, and AIFs.
Global Investing
Cross-border lives need cross-border planning. FEMA compliance, NRI structuring, and GIFT City architecture, coordinated into one plan.
Portfolio Consolidation
Your wealth is scattered across apps, advisors, and asset classes. We bring it into one view, under one strategy. One plan, not five logins.
RSU Optimisation
Your global equity carries risks you were never told about. Concentration. Compliance gaps. A co-founder catches what you can't see coming.
Succession Planning
Wealth transfer is a decision. Trusts, estate structures, and family governance, built to your intent and started before you need them.
Tax Planning
The best investment and the worst tax outcome are often the same move. We plan year-round, not just at filing.
Accredited Investor Certification
A fully digital process that permanently upgrades your access. Lower ticket sizes on SIFs, PMS, and AIFs.
Global Investing
Cross-border lives need cross-border planning. FEMA compliance, NRI structuring, and GIFT City architecture, coordinated into one plan.
Let's create your
wealth strategy
It only takes a conversation to start rethinking your wealth.
Experience Ionic Wealth AI
and much more on the app
Scan to download theIonic Wealth App
AMFI Registered Mutual Fund Distributor
Angel One Investment Services Private Limited (AOISPL)ARN AOISPL - 306165
CIN AOISPL - U66190MH2024PTC426203
SEBI Registered Research Analyst Number- INH000020305
Contact us
Our presence
Registered Office601, 6th Floor, Ackruti Star, Central Road, MIDC, Chakala, Andheri (East), Mumbai - 400 093
10 offices across IndiaMumbai, Delhi, Gurugram, Bengaluru, Vadodara, Ahmedabad, GIFT City
Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully.
Co - founder
in your journey of wealth creation.
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