When Wealth Is Aligned, Everything Else Follows.
22 years
Industry Experience
Two decades of experience across investment advisory, financial markets, and wealth management.
15 Clients
Happy Clients & Growing
Providing personalized, fee-only advice focused on long-term financial alignment.
5/5
Google Rating
Consistently rated highly by clients for transparency, clarity, and unbiased financial advice.
Why Investers Fail?
Most investors are not failing because of bad products.
They are failing because:
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They take more risk than they can actually handle
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They follow advice that isn't built for them
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They abandon strategies at the worst possible time
The result is a predictable cycle:
Structure Before Selection
In global institutions, portfolios are not built by chasing ideas. They are built by answering one question first: "What is the right structure for this investor?"
Only then comes product selection. In India, we often do the opposite. Wealth Aligned Financial Advisory brings that institutional discipline to your financial life.
Sleep Aligned Investing
Not all risk is visible on a statement. Some risk shows up at 2 AM.
When markets fall, what matters is not what your portfolio should do — but what you will do. A portfolio that forces you to panic is already broken, regardless of how it looks on paper.
Sleep Aligned Investing means your portfolio is aligned not just to math — but to your behaviour. Because discipline is only possible when the strategy feels right.
What We Actually Do
We don't predict markets. We don't recommend "top funds." We build:
A structure you understand
Goal-based allocation built around your life, not a model portfolio.
A strategy you can stay with
Aligned to your risk capacity and your behaviour under pressure.
A portfolio for your real life
Including real estate, gold, and fixed income — your full balance sheet.
Who This Is For
This is for you if you are done with noise and opinions. If you want clarity, not constant activity. If you value thinking over tips, and advice that stands independent of products.
Salaried professionals, doctors, NRIs requiring cross-country clarity, and HNIs seeking structured wealth planning.
"Good investing is not about doing more. It is about doing the right things — and staying with them."
— Harendra Zatakia, CFP · Wealth Aligned Financial AdvisoryHarendra Zatakia · SEBI Registered Investment Adviser (Individual)
Registration No: INA000021988 · Validity: Perpetual
Registered under SEBI (Investment Advisers) Regulations, 2013
Registration granted by SEBI and certification from NISM does not guarantee the performance of the adviser or provide any assurance of returns to investors.
Begin With a Conversation
No obligation. No products. Just clarity about where you stand and where you want to go.
📍 Pune, Maharashtra · 📩 harendrazatakiya@gmail.com · 📞 +91-9869009957
Our Happy Customers
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5.0 ★★★★★ (15 Google Reviews)