Partnering all the way to the top

We Are
Pentagraph

Founded in 2009, Pentagraph is India’s first Wealth Management & Financial Planning boutique led by a group of experts in the field, with more than two decades of experience building success stories for its clients, by making PEACE, HAPPINESS & ABUNDANCE available to them.

Assets Under Management

“AUM is just a function of our focus on individuals’ financial aspirations. We guide investors to achieve their goals.”

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Happy Families

Happy Clients

Cumulative Years of Experience

We are Pentagraph

Pentagraph is India’s first Wealth Management & Financial Planning boutique led by a group of experts in the field, with more than two to three decades of experience building success stories for clients across varied industries.

Founded in 2009, Pentagraph focuses on making peace, happiness & abundance available to its clients. With top-class investment services for the HNI and Ultra-HNI clients, organizations & institutions, Pentagraph has been instrumental in building a sustainable elite lifestyle.

Wealth
Administration

Worrying about financial freedom that you have achieved is not freedom at all. All you need is a partner you can put your trust in and know that your wealth is in safe hands, and your freedom is undisturbed.

WEALTH MANAGEMENT

The term ‘Wealth’ is often perceived as something one tries to achieve, or aspire, and reach a destination or a “La La Land”.

WEALTH DISTRIBUTION

As your Personal Wealth Managers, we work along with you to define the key objectives that you wish to achieve through the wealth

WEALTH PROTECTION

Upon onboarding, the very first activity that we conduct is to check if you and your business are exposed to any vulnerabilities.

The Value Creators

Meet The Partners

RAHUL MONE

Chairman

MEGHASHYAM SINKAR

Co-Founder

ANIL BHARTI

Co-Founder

YOGESH KSHIRSAGAR

Senior Director

NIMISHA

DIRECTOR

ASHISH JOSHI

Director

Financial Freedom

Invest in Life

No one else can do it for you
For everything else, there's

01 PLANNING & MANAGEMENT

Financial Planning is about financial commitment, not just advice, but action & execution as well.

02

FINANCIAL HEALTH CHECK-UP

This is the very first step to Financial Freedom. Conducting a regular financial health check-up

03

INVESTMENT PHILOSOPHY

The aim is to minimize risk and stabilize returns by creating diverse portfolio that combine negative correlation between

Family Office

It’s not about the destination,
Neither is it about the journey…
It’s about the company you choose in the journey, that matters.

We serve Ultra High Net Worth Individuals and Families as a fiduciary with our Premium Family Office Solutions & Services. As a MFO, our partners, supported by a team of experts from the fields of Legal, Finance, Investment, Business, Taxation, Real Estate and Legacy Planning, work towards providing an integrated solution.

Family Office

It’s not about the destination,
Neither is it about the journey…
It’s about the company you choose in the journey, that matters.

We serve Ultra High Net Worth Individuals and Families as a fiduciary with our Premium Family Office Advisory & Services. As a MFO, our partners, supported by a team of experts from the fields of Legal, Finance, Investment, Business, Taxation, Real Estate and Legacy Planning, work towards providing an integrated solution.

Risk Management
Insurance Management
Private Wealth Management
Lifestyle Management
Legacy Planning
Succession Planning
Trust
Charity
And More

What People Say About Us

Client Testimonials

“We would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning issues has saved us significant amounts of money. May you prosper, along with your clients.

“I feel more secure. I feel like someone is looking out for my welfare. You have worked out a plan that accounts for my age, expectations, and goals. It’s been right on track.”

Competent and professional operation, which put my mind at ease…

We felt very comfortable to put our finances in your care and for you to guide us in the right direction. I look forward to a continued relationship with you.”

Pentagraph ensured that I was able to articulate and achieve my financial goals. I thank them for all that they have done and continue to do for me.

My Money is in safe hand back home

Pentagraph Investment Philosophy

We have an inside-out approach. The market acumen that we have gained across decades, has enabled us to construct a self-sustaining life management framework.

Pentagraph Investment Philosophy

We have an inside-out approach. The market acumen that we have gained across decades, has enabled us to construct a self-sustaining life management framework.

Partnering all the way to the top

We Are
Pentagraph

We are Pentagraph