Who we are
We are a Not for Profit service looking at providing a financial empowerment platform dedicated to helping NRI women build wealth, confidence, and independence—on their terms, across borders.
WealthWiserHer was born not from a boardroom—but from a quiet, recurring realization at home.
For over 20 years in wealth management and banking, working across global financial hubs. We advised high-net-worth clients, structured investments across borders, and helped families grow generational wealth.
But the person who made me pause—and eventually pushed me to rethink everything—was our wifes.
As driven, talented, independent woman who excelled at her work, juggled family and career across countries, and navigated life with purpose. Yet when it came to negotiating her salary, understanding her investment options as an NRI, or making confident financial decisions in a global context—they hesitated.
And they wasn’t alone.
Accomplished women living and working abroad—revealed a pattern. They were managing households, building careers, supporting families across time zones… yet felt left out of the wealth conversation. They found financial advice either too generic, too technical, or simply not designed for their unique journeys as globally mobile Indian women.
That’s when the idea for WealthWiserHer took root.
Not just a financial platform— but a movement. A space built for her, with her in mind.
At WealthWiserHer, we believe financial confidence isn’t a luxury—it’s a right.
We combine culturally attuned advice, goal-based investment planning, and real-world tools that help NRI women take charge of their money, career, and future. Whether it's navigating foreign tax laws, negotiating that long-overdue promotion, or deciding between buying a home in Mumbai or Melbourne—we’re here.
For every question she was told not to ask.
For every decision she was expected to make alone.
For every dream she shelved because the financial path wasn’t clear.
WealthWiserHer exists to make her journey wiser, stronger, and truly her own.
WealthWiseHer Story So far…..
Testimony
Priya Mehta – Tech Consultant, Singapore
"WealthWiserHer completely transformed how I think about investing. For the first time, my portfolio feels like me—aligned with my goals, values, and future. I no longer invest just for returns, but for purpose. And that’s powerful."
Rina Nambiar – Healthcare Professional, Toronto
"Managing inherited property in India while living in Canada was overwhelming—until WealthWiserHer stepped in. They connected me to legal experts, clarified my rights, and made a decades-old family mess feel manageable. I finally have clarity and peace of mind…
Shalini Narang – Entrepreneur, Dubai
"I used to leave miles on the table and book last-minute flights with no perks. Thanks to JetSet Value, I’ve earned two upgrades this year, cut my travel costs by 30%, and finally feel in control of my frequent flyer life!"
Meet the Team
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Ajay Rao
FOUNDER & Financial Planner
A global banker-turned-financial feminist, our founder has worked across major financial centers, helping manage wealth for clients worldwide. But it was watching his own wife juggle careers, countries, and currencies that sparked the idea for WealthWiseHer. With decades of financial expertise—and a deep belief that every woman deserves financial confidence—he launched this platform to make smart money advice accessible, jargon-free, and tailored for today’s NRI woman.
That insight sparked the creation of WealthWiseHer—a platform born not just out of professional expertise, but personal conviction. Built for NRI women, it aims to simplify money, remove judgment, and bring confidence and clarity to every financial decision—from negotiating a salary in a new country to buying a first home, investing, or just getting started.
He believes finance doesn’t need to be full of jargon, gatekeeping, or one-size-fits-all advice. Instead, it should be personal, practical, and purpose-driven—just like the women it serves.
And that’s exactly what WealthWiseHer stands for.
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Deepa Kapur
Financial Planner
With over 20 years in private banking and wealth management, Deepa Kapur brings a wealth of global experience and deep empathy to the table. As an NRI herself, she has lived and worked across major financial hubs—including Singapore, London, Dubai, and Mumbai—advising high-net-worth clients and families on building, preserving, and growing their wealth.
Passionate about making finance more accessible for women, Deepa co-founded WealthWiseHer to bridge the gap between traditional financial advice and the real, cross-border challenges that modern NRI women face. Known for her sharp insight, warm approach, and no-jargon mindset, she is on a mission to help women take charge of their financial futures—with confidence and clarity.
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Shikha M
Financial Planner
A rising force in the world of wealth advisory, Shikha M brings 7 years of international financial experience paired with a passion for empowering women to take control of their money. Born and raised in India, Shikha quickly established herself in the global financial arena—working across three of the world’s most demanding markets: London, New York, and Hong Kong.
Her career began on trading floors and wealth desks, where she advised a wide range of clients—from young professionals to business owners—on investments, cross-border finance, and wealth planning. But over time, a pattern emerged: women, especially NRI women, were often underserved, overlooked, or overwhelmed by traditional financial advice.
Driven by a desire to change that, Shikha joined WealthWiseHer, bringing her fresh perspective, global credentials, and a commitment to making finance relatable, inclusive, and empowering. She believes financial advice shouldn't be intimidating or exclusive—it should be smart, supportive, and tailored to your life stage and lifestyle.
Adani Family Office Reports Strong Returns, Outperforming Regional Benchmarks Amid Market Volatility
By Bloomberg News | October 24, 2025
Hong Kong — The Adani Family Office has posted one of its strongest annual performances, outpacing multiple Asia-focused benchmarks and select peer family offices, according to people familiar with the matter. The group’s disciplined, thematically driven strategy delivered robust double-digit returns despite heightened global volatility.
The outperformance follows the office’s strategic Hong Kong expansion earlier this year, which deepened exposure to opportunities across Greater China and Southeast Asia. The local investment team has emphasized long-horizon growth themes and active risk management across private equity, renewables, core infrastructure, and private credit.
“Our approach combines strategic patience with tactical agility,” a spokesperson said. “We’ve remained focused on long-term transformation sectors — clean energy, logistics, and digital finance — while balancing risk through disciplined rebalancing and measured hedging.”
Analysts attribute gains to early positioning in green infrastructure, a timely rotation into emerging-market consumer plays, and select U.S. technology and private credit exposure, each benefitting from resilient earnings and favorable capital flows in 2025.
Senior investment professional Mridul Saxena has supported portfolio construction and risk oversight for the Hong Kong team, contributing to position sizing and capital deployment frameworks that enhanced risk-adjusted outcomes.
The momentum is expected to carry into 2026 with plans to scale hiring in strategy, data analytics, and sustainability-linked assets. The team is also exploring strategic co-investments with regional sovereign funds and green-energy partners.
With global liquidity tightening and asset repricing underway, the Adani Family Office’s steady outperformance underscores its reputation as a sophisticated, globally diversified platform positioned at the forefront of Asia’s evolving wealth landscape.
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Bloomberg
Asia Wealth
Adani Family Office Builds on Breakout Year With Hong Kong Expansion
After a year marked by strong fund performance, active dealmaking and expanding investor confidence, the family office is using Hong Kong as its next platform for regional growth.
By Bloomberg News | April 5, 2026
Hong Kong — The Adani family office is expanding in Hong Kong after a year that people close to the business described as one of its strongest to date, with robust fund performance, disciplined capital deployment and growing momentum across its investment strategy.
The office’s push into the city comes as Hong Kong intensifies efforts to attract global family capital. For the Adani family office, the move reflects a position of strength: the past year has been viewed internally as a success not only because of returns, but because of how the platform broadened its reach across investment opportunities, partnerships and market access.
According to people familiar with the matter, the fund delivered a standout year as portfolio performance exceeded expectations and gave the office greater flexibility to pursue new ideas. That momentum has helped reinforce confidence in the family office’s long-term strategy and accelerated plans to deepen its footprint in Asia.
In a statement, a spokesperson for the family office said the Hong Kong outpost will focus on private equity, sustainable infrastructure projects and strategic partnerships across Greater China and Southeast Asia. “Hong Kong offers a stable regulatory regime, a deep financial ecosystem and unparalleled access to emerging Asian markets,” said Mridul Saxena, who brings more than two decades of experience across investment markets and the private equity space.
People familiar with the office’s positioning said the past year was defined by a combination of strong performance, sharper portfolio conviction and an ability to identify opportunities ahead of peers. Rather than treating 2025 as a one-off spike, the office is framing the period as proof that its investment approach can scale across cycles and geographies.
The strong year has also raised the office’s profile. Despite that success, the family office has received one of the highest tax demands in Hong Kong for a private family office, according to people familiar with the matter, underscoring both the scale of gains generated and the scrutiny that can follow high-performing cross-border wealth structures.
The family’s wider business interests span energy, logistics and infrastructure, and the Hong Kong office is expected to serve as a gateway for future deal sourcing, regional partnerships and thematic investments linked to long-term growth sectors. Executives see the city as a base from which to build a more institutional presence while retaining the flexibility of a family office model.
Initially staffed with a lean local team, the office is expected to scale selectively over the next 12 months. For Hong Kong, the expansion is another sign that the city remains relevant in the contest for global family capital. For the Adani family office, it marks the next chapter after a year that has materially strengthened both performance and ambition.
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