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Wealth
April 21, 2025 • 7 min read
Wealth Management Essentials for Clients
The Indian wealth management sector is witnessing a paradigm shift with unprecedented changes in customer demands and needs.
Read MoreHere, prosperity isn’t rushed, it’s crafted.
Complex moments call for more than expertise, they require insight, clarity and perspective. We listen first, think carefully and act with purpose. ONZA brings the calm and capability to help you make confident decisions today and adapt with ease as life evolves.
Our Services
Highly Personalised
No generic solutions, every plan is unique.
Transparent
Know where your money is, why it’s there and how it performs.
Merit-Based
Every investment stands on its own merit, free of product bias.
ONZA EDGE
Born from conviction, shaped by experience and a guiding philosophy- this is Onza’s story.
Why Choose Us?
At ONZA, every relationship is anchored in purpose. Unlike the shifting nature of institutions, we are built to feel like a permanent home: a place of stability and continuity for you and your family, where ONZA stays by your side through every market cycle and transition. ONZA is for clients seeking a partner, not just a provider.
I have worked closely with Prashant and Srivathsan over many years and have valued their thoughtful, hands-on approach to managing wealth.
They bring a strong understanding of markets, a disciplined portfolio mindset and an ability to stay focused on long-term outcomes while responding actively to changing conditions. They are open to ideas and will always seek to understand, explore and evaluate them in an unbiased manner.
What has stood out equally is their sincerity, accessibility and commitment to acting in the best interests of clients. Trust and consistency are qualities that matter greatly in this business and they have demonstrated both in good measure.
It is encouraging to see experienced professionals come together to build a client-focused platform such as Onza. I wish them and the wider founding team every success in the years ahead.
M. M. Murugappan
Former Executive Chairman - Murugappan Group
Contact Us
Your financial journey deserves a clear path forward. Share a few details and our team will connect with you to explore how we can help.
For specific queries, reach out to:
info@onzawealth.comFrequently Asked Questions.
Questions which are frequently asked by clients to a Wealth Management firm: (FAQs)
What is the minimum corpus to start a relationship?
Minimum requirements vary, but most private wealth services are available to those with ₹5–10 crore or more in investable assets. ONZA engages with both clients who are newly coming into meaningful capital and those with established wealth looking to sharpen or structure it.
What services do you offer?
We offer investment advisory, financial planning, succession and estate structuring and global wealth management. Every solution is bespoke designed after understanding your financial life, goals, risk appetite, family considerations and legacy intent.
How do you ensure my personal data and privacy are protected?
Discretion is in our DNA. We operate on a strict need-to-know basis. Every interaction is governed by access controls and we never share client details without consent.
What is your fee structure?
Fees at ONZA are fully disclosed and customized depending on complexity, scope and product mix.
What makes your firm different from others?
ONZA is independent, founder-led and free from distribution bias. Everything is bespoke, built from scratch for you. We lead with context, collaborate as a team and commit long-term. Our goal is to be your strategic partner, not just a service provider.
What is the difference between private banking and wealth management?
Private banking focuses on banking and lending solutions, such as deposits, loans and credit, tailored to high-net-worth individuals. Wealth management goes broader: it includes investment management, estate planning, tax structuring and long-term financial planning. ONZA provides the latter, holistic wealth management designed to serve not just your assets, but your intent.
Insights
Unlocked
Measured perspectives, disciplined thinking and insights that guide wealth forward. Clear reflections on markets and continuity.
Wealth
April 18, 2025 • 6 min read
The Dollar Advantage: A Guide to Global Diversification for the Indian Investor
As a modern-day investor in the Indian market, the environment for investments has expanded far beyond the boundaries of the domestic market.
Read More
Wealth
April 15, 2025 • 9 min read
Beyond the Will: Why Succession Planning is the Ultimate Business and Wealth Protector
Presently, the global financial scene is passing through a historical passage of times, the largest ever intergenerational transfer of wealth.
Read MoreInsightsUnlocked
Wealth
April 21, 2025 • 7 min read
Wealth Management Essentials for Clients
The Indian wealth management sector is witnessing a paradigm shift with unprecedented changes in customer demands and needs.
Read MoreWealth
April 18, 2025 • 6 min read
The Dollar Advantage: A Guide to Global Diversification for the Indian Investor
As a modern-day investor in the Indian market, the environment for investments has expanded far beyond the boundaries of the domestic market.
Read MoreMeasured perspectives, disciplined thinking and insights that guide wealth forward. Clear reflections on markets and continuity.
Wealth
April 15, 2025 • 9 min read
Beyond the Will: Why Succession Planning is the Ultimate Business and Wealth Protector
Presently, the global financial scene is passing through a historical passage of times, the largest ever intergenerational transfer of wealth.
Read More