Founder & CEO
About Us
Tatva Global Wealth is an investment and financial services firm registered with AMFI and governed by SEBI. Founded in 2025 by Ms. Brinda Shah, Tatva is built on the principles of clarity, alignment, and purpose.
With over 15 years of experience across India (onshore) and GIFT City (offshore), Ms. Shah has worked with some of India’s leading private banks, managing and advising NRI clientele across global markets.
At Tatva, we help individuals and families grow, protect, and transfer their wealth seamlessly, offering onshore and offshore investment solutions through India and GIFT City. Guided by a mentorship-led approach, Tatva combines expertise, access, and discipline to simplify financial complexities into clear, actionable strategies also creating lasting value for clients worldwide.
15+
25+
₹500Cr+
Our Purpose
We connect Global investors, NRIs and resident Indians, to the opportunities across India and GIFT City, offering strategic, transparent, and tax-efficient wealth solutions.
To simplify global investing through a digital platform that bridges tradition, innovation, and opportunity – empowering investors to build wealth across India and GIFT City.
How We Work
Understanding life goals, assets, and global footprint. Income or net-worth understanding.
Life Goals Analysis
Asset Mapping
Assessing your investment horizon, liquidity needs, and risk tolerance to ensure all strategies align with your profile.
Investment Horizon
Liquidity Assessment
Crafting the portfolio and structure tailored to your unique financial situation and goals.
Portfolio Strategy
Asset Allocation
Digital onboarding, documentation, and investments. Mutual funds offered through secure online platform. AIFs and PMS through structured offline process.
Digital Onboarding
Seamless Execution
Ongoing monitoring, market updates, and portfolio adjustments to keep you on track.
Regular Monitoring
Market Updates
Trusted Partnerships
