AMFI Registered · ARN-148547

We help business owners & serious investors
grow, protect, and multiply wealth

A boutique wealth & capital advisory firm trusted by 500+ clients to build structured portfolios, unlock funding, and create long-term financial clarity.

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Est. 2018
500+ clients
₹200Cr+ AUA
AMFI Registered
Portfolio value
₹24.6L
+12.4% this year
Portfolio snapshot
Equity Mutual Funds
45% allocation
+16.2%
₹11.07L
SIP Portfolio
30% allocation
+11.8%
₹7.38L
Fixed Income
25% allocation
+7.4%
₹6.15L
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₹200Cr+
Assets under advice
500+
Satisfied clients
7+
Years of expertise
40+
Investment products
"Most investors don't lack opportunities — they lack structure. We fix that."
Who we work with
Built for those who are
serious about growing wealth
🏢
Business Owners
You've built a successful business. Now it's time to make your money work as hard as you do — with structured portfolios and capital strategies.
Business loan & working capital advisory
Structured wealth separation from business
Tax-efficient investment planning
Succession & legacy planning
Get a tailored plan →
💼
HNIs & Senior Professionals
High income deserves high-quality advice. We help you diversify beyond traditional FDs and real estate into structured, high-return portfolios.
Portfolio management & rebalancing
Alternative investments (AIFs, REITs)
Structured products & fixed income
Retirement & estate planning
Explore HNI solutions →
📈
Growth-Focused Individuals
You're earning well and want to build real wealth. We give you a clear roadmap — from your first SIP to a multi-crore corpus.
Goal-based financial planning
SIP, step-up SIP & mutual fund advisory
Education & retirement corpus planning
First home & loan structuring
Start your wealth journey →
How we help you grow wealth
Solutions designed
around your outcomes
View all solutions
Grow wealth systematically
Mutual Funds & SIPs
Stop leaving money idle. We design SIP portfolios that compound your wealth intelligently across market cycles.
→
Protect & multiply capital
Portfolio Management
A professionally managed portfolio with active monitoring — so your wealth grows even when you're focused on your business.
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Earn stable predictable returns
Fixed Income & Bonds
Balance your portfolio with stable, tax-efficient fixed income instruments — corporate deposits, NCDs, and bonds.
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Diversify beyond real estate
REITs & Alternative Investments
Get real estate returns without owning property. REITs, InvITs, AIFs — smart alternatives for sophisticated investors.
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Optimise risk-reward ratio
Structured Products
Capital-protected instruments with market-linked upside — for investors who want growth with a safety net.
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Fund growth without stress
Loans & Capital Solutions
Home loans, business loans, working capital — we connect you with the right lender at the best rates to fuel your goals.
→
Why clients choose Dirghah
We think like
partners, not
product sellers
Most financial advisors push products. We build strategies. Our clients stay with us not because of one investment — but because of the clarity, structure, and long-term thinking we bring to every conversation.
01
Partner mindset, not commission mindset
We align with your goals. Every recommendation is made in your interest — not driven by distribution commissions.
02
Clarity over complexity
We simplify complex financial decisions into clear action plans. You always know where your money is and why.
03
Capital + investment under one roof
Unique combination of wealth management and business finance advisory — a rare offering in the market.
04
Long-term thinking, not short-term returns
We focus on building lasting wealth — not chasing this year's top performer. Real wealth takes structure and patience.
Real outcomes
What structured wealth
management looks like in practice
"Dirghah helped me separate my personal wealth from my business finances for the first time. I now have a clear investment plan and a working capital solution running in parallel."
Portfolio up 18.4% in 14 months
RK
Rajesh K.
Business Owner, Ahmedabad
"I was putting everything in FDs. Dirghah showed me how to diversify into mutual funds, REITs, and bonds — without taking on unnecessary risk. My returns tripled."
3x returns vs. FD in 3 years
PS
Priya S.
Senior Manager, IT sector
"Started a step-up SIP at ₹10,000/month 5 years ago on Dirghah's advice. Today my corpus is ₹11.2L — and I'm well on track to fund my daughter's MBA abroad."
₹11.2L corpus in 5 years
AM
Amit M.
Chartered Accountant, Surat
Message from our founder
Praveen Bajaj
Co-Founder & Director, Dirghah Capital
Founder's philosophy
Wealth isn't built
by luck — it's built
by structure
"In 20+ years in financial markets, I've seen one pattern repeat itself — people with great income but no financial structure. They earn well, but their wealth doesn't compound. At Dirghah, we exist to fix that. We bring institutional thinking to individual investors."
With a career spanning JM Financials, Kotak Securities, UTI Securities, and Standard Chartered, Praveen co-founded Dirghah Capital in 2018 with one mission: to give every serious investor access to the kind of structured, outcome-driven advice that was previously available only to the ultra-wealthy.
How we work
A structured path to
long-term financial clarity
01
Understand
Deep-dive into your goals, income, liabilities, and risk appetite. No assumptions.
02
Design
We create a custom financial blueprint — investment strategy, asset allocation, and capital plan.
03
Execute
Seamless onboarding, KYC, and portfolio deployment. You invest with full clarity.
04
Optimise
Regular reviews, rebalancing, and strategy updates as your life and markets evolve.
Free financial blueprint
Get your personalised
portfolio review —
at no cost
In 30 minutes, our advisors will analyse your current financial position and show you exactly how to grow, protect, and structure your wealth better.
✓
Personalised investment strategy
✓
Identify gaps in your current portfolio
✓
Actionable 3-step wealth roadmap
✓
100% free, no obligation to invest
✓
AMFI-registered, SEBI-compliant advice
Book your free portfolio review
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