Building Generational
Wealth With
Precision
Private wealth management, alternative investments and strategic advisory for ambitious entrepreneurs, families and next-generation wealth creators.
Portfolio Performance
12-Month Overview
Hasti Shethia
CFA | Founder & Chief Investment Officer
Institutional Discipline.
Personal Commitment.
Hasti Shethia brings the rigour of CFA-trained investment analysis to private wealth management — a discipline traditionally reserved for institutional investors. Her approach bridges the gap between institutional research quality and the deeply personal nature of wealth management.
With expertise spanning capital markets, equity research, fixed income analysis, and alternative investments, Hasti has built a practice that treats every client portfolio as a long-term institution — designed to compound wealth across market cycles and generations.
"Successful wealth management begins with discipline, clarity and a long-term perspective."
Career Journey
CFA Program
Enrolled in CFA Institute program, developing rigorous investment analysis foundations
Investment Research
Deep expertise in equity research, fixed income, and alternative asset valuation
Wealth Advisory
Launched independent wealth advisory practice for HNI clients and family offices
Strategic Planning
Established Shethia Capital as an institutional-grade private wealth management firm
The Shethia Capital
Ecosystem
Five integrated disciplines working in concert to protect, grow and transfer your wealth across generations.
Portfolio Architecture
Wealth Management
Comprehensive portfolio construction, asset allocation, and ongoing management aligned with your long-term wealth objectives and risk parameters.
Private Markets Access
Alternative Investments
Curated access to private equity, venture capital, private credit, pre-IPO opportunities and structured products for sophisticated investors.
Generational Stewardship
Family Office
Holistic family wealth governance including succession planning, estate structuring, philanthropic advisory and next-generation financial education.
Capital Intelligence
Strategic Advisory
Transaction advisory, capital structure optimization, M&A support and strategic financial planning for entrepreneurs and business families.
Institutional Analysis
Research Intelligence
Proprietary investment research, macro intelligence, sector analysis and market insights powered by CFA-grade analytical frameworks.
The Shethia Capital
Value Architecture
Independent Thinking
Zero conflicts of interest. No product pushing. Pure, unbiased advice aligned exclusively with your wealth objectives.
Institutional Discipline
CFA-grade investment frameworks, risk management protocols and portfolio construction methodologies applied to your wealth.
Proprietary Research
In-house research capabilities spanning equities, fixed income, alternatives and macro intelligence — not outsourced.
Global Access
Access to international markets, global alternative investments and cross-border wealth structures for diversified portfolios.
Client Alignment
Performance-linked engagement model ensuring our success is directly tied to the growth of your wealth, not transaction volumes.
Wealth Preservation
Capital preservation as the first priority. Every decision evaluated through the lens of protecting your wealth across market cycles.
Market Updates
Real-time market intelligence and institutional-grade research to keep your portfolio decisions informed.
Indian Markets Outperform Emerging Market Peers in Q1 2026
Domestic institutional investors continue to provide strong support as FII flows turn positive. Mid and small-cap indices show resilience amid global volatility.
RBI Holds Rates; Bond Yields Soften on Inflation Data
The Reserve Bank of India maintains the repo rate at 6.5% as CPI inflation eases to 4.8%. 10-year G-Sec yields dip to 7.02%, creating opportunities in duration funds.
Private Credit Demand Surges as Banks Tighten Lending Norms
High-quality NBFCs and private credit funds see record inflows as institutional investors seek yield enhancement. Structured credit opportunities emerge in mid-market segment.
Fed Signals Potential Rate Cuts; Emerging Markets Rally
US Federal Reserve minutes indicate a dovish tilt, triggering a broad-based rally in emerging market equities and currencies. India positioned as a key beneficiary.
Regulations & Compliance
Stay ahead of regulatory changes that impact your wealth strategy. Our team monitors SEBI, RBI, CBDT and IRDAI updates continuously.
For informational purposes only. Consult a qualified advisor before making investment decisions.
How do these regulations affect your portfolio?
Schedule a complimentary regulatory review with our advisory team.
Our Five-Stage
Wealth Process
Discover
Understanding Your Wealth Story
We begin with a comprehensive discovery process — understanding your financial history, life goals, risk psychology, family dynamics and wealth aspirations. No two wealth journeys are identical.
Who We Serve
We work with a select group of ambitious individuals and families who recognize that serious capital deserves institutional-grade management.
Entrepreneurs
Challenge
Concentrated wealth in business, personal wealth neglected
Our Solution
Business-to-personal wealth transition planning with tax efficiency
Concentrated wealth in business, personal wealth neglected
Business Families
Challenge
Complex family dynamics around wealth and succession
Our Solution
Family office services with succession and estate planning
Complex family dynamics around wealth and succession
Founders
Challenge
Pre-liquidity wealth planning and post-exit capital deployment
Our Solution
Pre-IPO positioning, exit advisory and wealth deployment strategy
Pre-liquidity wealth planning and post-exit capital deployment
CXOs
Challenge
High income but fragmented, unoptimized investment portfolio
Our Solution
Goal-based portfolio management with tax-optimized structure
High income but fragmented, unoptimized investment portfolio
Professionals
Challenge
Building wealth from earned income with limited investment time
Our Solution
SIP-based wealth accumulation with curated alternative access
Building wealth from earned income with limited investment time
Family Offices
Challenge
Complexity of managing multi-asset, multi-generational portfolios
Our Solution
Co-investment opportunities and independent research advisory
Complexity of managing multi-asset, multi-generational portfolios
Next Generation
Challenge
Inheriting wealth without financial education or framework
Our Solution
Next-gen financial education and mentored wealth management
Inheriting wealth without financial education or framework
Begin Your
Wealth Journey
Every great wealth story begins with a conversation. Share your ambitions with us, and we will design a bespoke strategy to help you achieve them.
Strictly confidential — bound by fiduciary duty
Initial consultation within 48 business hours
SEBI Registered Investment Advisor