Wind Capitals advisory team in a client planning meeting
Wind Capitals team collaborating with clients
12+ Years of Trusted Financial Excellence
Our Story

A Decade Of Building Financial Confidence

Wind Capitals was founded on a simple belief: every individual deserves access to honest, expert-led financial guidance — not just those with large portfolios. What began as a small advisory practice has grown into an authorized financial services company serving thousands of clients across India.

Today, we operate as a multi-partner investment platform, bringing together the strength of Angel One, Bajaj Finance and Shriram Finance under a single, transparent advisory relationship. Whether you're investing your first few thousand rupees or managing a multi-crore portfolio, our approach stays the same — clarity first, always.

Authorized Financial Services Provider 8,500+ Clients Advised 100% Transparent Process
What Drives Us

Our Mission, Vision & Core Values

The principles that shape every recommendation we make.

Our Mission

To make professional financial planning accessible, transparent and genuinely personalized — helping every client build lasting wealth without the confusion or hidden costs common to the industry.

Our Vision

To become India's most trusted multi-partner investment advisory — known for putting client outcomes above everything else, one relationship at a time.

Our Values

Transparency, integrity and long-term thinking guide every recommendation we make — no exceptions, no shortcuts.

Our Journey

Milestones That Shaped Wind Capitals

From a small advisory desk to a trusted multi-partner investment platform.

2014

Wind Capitals Founded

Began operations in Mumbai with a small team of advisors focused on personalized mutual fund and insurance guidance.

2017

Partner Network Expanded

Formalized advisory partnerships with Angel One and leading NBFCs to offer a complete investment ecosystem.

2020

Crossed 5,000 Clients

Grew our advisory team to support rising demand for transparent, goal-based investment planning.

2023

₹500 Cr+ In Assets Advised

Assets under advisory crossed ₹500 crore, reflecting sustained trust from long-term clients.

2026

₹850 Cr+ AUM & 8,500+ Clients

Today we manage over ₹850 crore in client assets, backed by a dedicated team of certified advisors.

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Certified Advisors

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Cities Served

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Years of Excellence

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Client Satisfaction

Meet The Team

The Advisors Behind Your Financial Growth

Qualified professionals dedicated to your long-term financial wellbeing.

Arvind Rao, Founder and Chief Advisor at Wind Capitals

Arvind Rao

Founder & Chief Advisor

Meera Nair, Head of Wealth Management at Wind Capitals

Meera Nair

Head of Wealth Management

Karan Deshmukh, Senior Investment Advisor at Wind Capitals

Karan Deshmukh

Senior Investment Advisor

Ritu Malhotra, Head of Client Relations at Wind Capitals

Ritu Malhotra

Head of Client Relations

Free Consultation

Book Your Free Financial Consultation Today

Speak with a Wind Capitals advisor and get a personalized investment roadmap — no obligation, no hidden costs.