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Business Consulting, with a Personal Touch. boutique consulting firm
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About
Harsh Sanjay Shrotriyaa
Harsh Sanjay Shrotriyaa
Harsh Sanjay Shrotriyaa
Director | Wealth Architect
An MBA graduate from IMT Ghaziabad, Harsh combines academic depth with over a decade of hands-on experience in private banking and wealth advisory. His relationship-driven, solutions-first approach is rooted in both formal training and real-world client success.
Before founding the firm, he held senior roles at l
Director | Wealth Architect
An MBA graduate from IMT Ghaziabad, Harsh combines academic depth with over a decade of hands-on experience in private banking and wealth advisory. His relationship-driven, solutions-first approach is rooted in both formal training and real-world client success.
Before founding the firm, he held senior roles at leading financial institutions including Nuvama Wealth (as AVP), AU Small Finance Bank, Kotak Mahindra, and ICICI Prudential.
Across 11 years, Harsh has built and managed bespoke portfolios for HNI and UHNI clients, offering curated strategies across mutual funds, PMS, AIFs, insurance, and structured products. Clients value his calm counsel, deep market knowledge, and ability to design financial strategies that go beyond returns—focusing on long-term security, purpose, and legacy.
Beyond the world of finance, Harsh is a devoted family man and proud father. His passion for research keeps him learning, while his family keeps him grounded—together shaping his belief in what true wealth really means.
Aasaar Singh Baliyan
Harsh Sanjay Shrotriyaa
Harsh Sanjay Shrotriyaa
Director | M&A Consultant
An economist by training and a strategist at heart, Aasaar advises elite entrepreneurs, family offices, and growth-stage ventures on M&A transactions and bespoke business strategies. With a background spanning S&P Global and high-touch wealth consulting roles, his work blends analytical rigor with real-world bus
Director | M&A Consultant
An economist by training and a strategist at heart, Aasaar advises elite entrepreneurs, family offices, and growth-stage ventures on M&A transactions and bespoke business strategies. With a background spanning S&P Global and high-touch wealth consulting roles, his work blends analytical rigor with real-world business instincts.
Whether structuring complex deals or steering long-term growth strategy, Aasaar brings clarity, discretion, and an unwavering focus to the table—qualities his clients value in fast-moving, high-stakes environments.
Outside the boardroom, Aasaar steps into the boxing ring, a personal pursuit that sharpens his focus and fuels his discipline. At home, balance comes in the form of Tyson, his four-legged best friend and the firm’s unofficial Chief of Stress Relief.