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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 advisory 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 PROTECTION
Upon onboarding, the very first activity that we conduct is to check if you and your business are exposed to any vulnerabilities.
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
Learn All About Our investment advisor
Meet The Partners
RAHUL MONE
Chairman
MEGHASHYAM SINKAR
Co-Founder
ANIL BHARTI
Co-Founder
Financial Freedom
Invest in Life
No one else can do it for you
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 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.
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
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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.
