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Where Wealth Meets Wisdom · India & Beyond

Your Trusted
Partner in Financial
Prosperity

Deeply personalised, strategy-driven financial planning that evolves with your life. We don't just manage money — we build trust, engineer legacies, and enable long-term peace of mind.

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200+
HNI Families
35%
CAGR · Client Assets
Multi
Decades of Excellence
4
Service Verticals
200+ HNI Families Served
IIM Ahmedabad Alumnus-Led
Multi-Decade Private Banking Pedigree
Domestic & Global Portfolio Access
Bespoke, Multi-Asset Strategies
Client-First. Always.
200+ HNI Families Served
IIM Ahmedabad Alumnus-Led
Multi-Decade Private Banking Pedigree
Domestic & Global Portfolio Access
Bespoke, Multi-Asset Strategies
Client-First. Always.
About Us

Amplifying Wealth
with Expertise

At Valuearc, we are committed to helping our clients create and grow wealth. Through expert knowledge and an industry-led background, we offer a robust platform providing tailor-made investment opportunities to suit the dynamic needs of every client.

Through end-to-end guidance, we help you navigate India's intricate financial landscape — and beyond — with confidence and ease. We cover the full spectrum: domestic and global investments, lending, insurance protection, and real estate advisory, all under one roof.

Our client-first philosophy means no template portfolios, no generic advice, and no conflicted recommendations. Every strategy is engineered for the unique goals, risk appetite, and life stage of the person sitting across from us.

Our Values

What Drives Us

🎯
Client-Centric
We listen first. Every solution is tailor-made to match your unique financial aspirations.
🔒
Unwavering Trust
Transparency drives every action. We meticulously analyse all investments for your clarity.
💡
Innovation
Cutting-edge analytics and AI-powered tools for optimised portfolio decisions.
⚖️
Ethics & Integrity
Strict moral code. We never promote spurious products or place commission above your interests.
🧠
Domain Expertise
Decades of experience in private banking, wealth management and multi-asset investing.
🌐
Global Perspective
Domestic depth and international breadth — from Indian equities to global markets.
Our Services

A Complete Ecosystem
of Financial Services

01
Mutual Funds
Diversified across equity, debt, hybrid and international categories. Research-backed selection for every risk profile.
02
PMS
Portfolio Management Services for discerning HNI investors — concentrated, conviction-driven strategies.
03
AIFs
Alternate Investment Funds across Category I, II & III — private equity, hedge funds and structured strategies.
04
Bonds & Fixed Income
Corporate bonds, government securities and structured products for stable, tax-efficient income generation.
05
Global Equity
International portfolios spanning US, Europe and Asia-Pacific markets — true global diversification.
01
Home Loans
Best-in-class rates via exclusive bank partnerships. End-to-end assistance from application to disbursement.
02
Loans Against Property
Unlock the equity in your real estate for business expansion, investments or personal milestones.
03
Lease Rental Discounting
Monetise rental income streams — structured financing for commercial property owners.
04
Refinancing
Lower your EMI burden with strategic refinancing of existing high-cost loans across lenders.
05
Retail Overdraft
Flexible credit lines for personal liquidity management without disrupting your investments.
06
Business Loans
Growth capital for SMEs and entrepreneurs — bespoke structures and competitive terms via NBFC tie-ups.
01
Life Insurance
Term, whole life and ULIPs — legacy protection and income replacement for your family.
02
Health Insurance
Individual, family floater & critical illness plans. Best-in-class coverage at competitive premiums.
03
Motor Insurance
Comprehensive and third-party cover. Fast claims, cashless garages nationwide.
04
Home Insurance
Protect your most valuable asset against fire, flood, theft and structural damage.
05
SME & Corporate
Key man, fire & burglary, marine, liability — complete commercial protection for your business.
06
Legacy Protection
Structured insurance for wealth transfer, estate planning and generational continuity.
01
Luxury Residences
Handpicked ultra-premium residential properties — exclusive access to inventory before public launch.
02
Commercial Spaces
High-value office, retail and warehousing — structured for superior yield and capital appreciation.
03
Pre-Launch & Off-Market
First access to developer pre-launches and off-market deals unavailable to the general public. Selective mandates only.
Why It Matters

The Real Cost
of Waiting

Markets reward discipline, not timing. A structured, multi-asset strategy — started early and reviewed consistently — compounds in ways idle savings simply cannot match.

35%
CAGR · Client Assets
200+
HNI Families Guided
Disciplined, Advised Investing
Idle Savings
YEAR 0 YEAR 15
Illustrative representation only, comparing disciplined periodic investing against static savings over a 15-year horizon. Not indicative of actual, assured or guaranteed returns. Investments are subject to market risk.
Perspectives

Market Insights &
Wealth Perspectives

Considered views on markets, planning and portfolio construction — the same thinking we bring to every client conversation.

Portfolio Strategy
Why Asset Allocation Beats Stock-Picking, Most of the Time
The single biggest driver of long-term portfolio outcomes isn't which fund or stock you pick — it's how you split your money across asset classes, and whether you stay disciplined through market cycles.
Tax Planning
Structuring Investments for Tax Efficiency
From capital gains sequencing to choosing the right investment vehicles, small structural choices compound into significant long-term savings.
Global Investing
Building a True Global Portfolio from India
How Indian investors can responsibly diversify into US and global equities without over-concentrating in any single market.
Legacy Planning
Estate Planning Isn't Just for the Ultra-Wealthy
A simple will, updated nominations and structured insurance can prevent decades of family disputes — yet most Indians delay it.
Retirement
The SWP Strategy for Steady Post-Retirement Income
Systematic Withdrawal Plans, structured well, can outperform traditional annuities in both flexibility and tax efficiency.
Portfolio Access

Track Your Wealth in Real Time

Separate portals for domestic and global investments — complete transparency, anytime, anywhere.

₹
Domestic Investments
India Portfolio
Track your mutual funds, PMS, AIF, bonds and all domestic investments through our secure portal. Real-time NAVs, performance analytics and comprehensive reporting.
Login to Portal
$
Global Investments
Global Portfolio
Access your international equity investments — US stocks, ETFs and global funds — through our Vested Finance partnership. Invest in 6,000+ US-listed stocks and funds seamlessly.
Access Global Portal
Mobile App

Your Portfolio, On the Go

Download on the
App Store
Get it on
Google Play
Who We Serve

Every Client is Unique —
We Celebrate That

No two people have the same financial journey. We serve a diverse range of clients, each with a completely bespoke strategy built around their specific goals, life stage and aspirations.

HNI
01 — Premium
HNIs & UHNIs
200+ HNI families served with bespoke multi-asset portfolios, exclusive pre-IPO access, and holistic wealth strategies that balance growth with protection.
🏛
02 — Generational
Legacy Money
Multi-generational wealth stewardship — preserving, growing, and seamlessly transferring family assets with fiduciary precision and legal integrity.
M
03 — Professionals
Millennials
Goal-based investing for the ambitious professional — SIPs, EMI optimisation, early wealth creation roadmaps, and financial independence planning.
Z
04 — Next Gen
Gen Z
Digital-first, purpose-driven investing. ESG themes, thematic funds, and structured entry into wealth creation for the next generation of investors.
W
05 — Empowerment
Women Investors
Empowering financial independence through strategies that respect unique life milestones — career transitions, marriage, motherhood and retirement planning.
NRI
06 — Cross-Border
NRIs
FEMA-compliant cross-border wealth management. Global investment acumen with deep on-ground India presence to safeguard and grow NRI wealth.
Client Voices

Trusted by Families
Across Generations

”
Valuearc didn't just manage our portfolio — they took the time to understand our family's goals before recommending a single product.
R
Retired Professional
HNI Client, Gurugram
”
What stood out was the transparency — every recommendation came with a clear rationale, not just a product pitch.
S
Senior Physician
Long-Term Client
”
From term insurance to our first global investments, Valuearc has been the one team we trust with every financial decision.
D
NRI Client
Cross-Border Portfolio
Tarun Agarwal
Tarun Agarwal
Founder & CEO · Valuearc
The Founder

Building VALUEARC —
One Legacy at a Time

Tarun Agarwal is the Founder and CEO of Valuearc — a practitioner-turned-entrepreneur and a proud IIM Ahmedabad alumnus, whose career has been defined by one constant: placing clients at the centre of every financial decision. With multi-decade experience across some of India's most prestigious private and multinational banking institutions, he has built an intimate understanding of what it truly takes to grow, protect and transfer wealth across generations.

Tarun's core speciality lies in bespoke portfolio construction and multi-asset investment strategy — designing solutions that span domestic equities, fixed income, PMS, AIFs, and global markets in a seamless, tax-efficient framework. He is equally adept at financial modelling, risk engineering, and structured product development, having architected investment solutions from the ground up across his institutional career. His deep expertise in HNI and UHNI relationship management means he approaches every client engagement not as a transaction, but as the beginning of a long-term fiduciary partnership — built on candour, conviction, and the shared belief that real wealth management is about engineering legacies, not just managing portfolios.

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Get in Touch

Let's Build Your
Financial Future

Take the first step towards securing your financial future. Book a confidential, no-obligation consultation with Valuearc — we'll start by listening.

📞
✉️
📍
Branch Office
Building No. 80, Mezzanine Floor
Sector-44, Gurugram – 122003
🏢
Registered Office
704, 7th Floor, Palm Court, Mehrauli-Gurgaon Road
Sector-16, Gurugram – 122007
🌐

Ready to start your
wealth journey?

Schedule a confidential, no-obligation consultation. We'll listen first, then build a financial strategy designed exclusively for you.

01
Share Your Goals
Tell us your financial aspirations, risk appetite and life stage
02
Receive Your Roadmap
Get a bespoke, multi-asset investment strategy built exclusively for you
03
Implement & Prosper
We execute, monitor and continuously adapt your portfolio to market conditions
Request a Consultation
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