2019
Founded · Delhi
Private Wealth Management · Since 2019
On your side of the table.
Trust compounds before your portfolio does.
Private Wealth Management · Since 2019
Trust compounds before your portfolio does.
The real returns formula — what your wealth actually earns after everything is deducted.
Professionalism is rare in this industry. We live by it — in how we research, how we communicate, and how we follow through.
01
Where your capital is today, where it is meant to go, and what the family actually cares about. Written down, kept current, and read before every decision.
02
Markets, managers, and the macro. We read slowly and widely. We are less interested in the news than in what is quietly shifting underneath it.
03
A short list of products we believe in — and a longer list we have chosen not to distribute. The absences matter as much as the presences.
04
Bring perspective from outside India into the conversation. Global managers, alternative structures, cross-border thinking — without losing the India anchor.
Forty to sixty, the accumulation decade behind them, now thinking about what their capital should do next.
Often the first reader of the statements, often the quietest voice. We meet them directly, not through a spouse.
Founders who are growing or have sold. The challenge is deploying what has been built — with intent.
Earning abroad, roots in India. Navigating GIFT City, LRS, DTAA, and the complexity of cross-border wealth.
i.
One relationship, built over years, not quarters. The person who answers your first question answers your last. No relationship managers, no rotation.
ii.
Mutual funds, SIFs, MLDs, AIFs, private credit, international feeders, GIFT City. The full menu available to HNI families — curated, not pushed.
iii.
Every product chosen on merit. We minimise costs across your portfolio and tell you, in plain English, exactly how we are paid and by whom.
We had three advisors before Accrue. Dev is the first who told us what not to invest in — and explained why, without being asked.
A. Mehta · NRI Family · Singapore
For the first time, someone sat down with me directly — not through my husband. That changed everything about how I think about our family’s money.
R. Kapoor · Business Family · Delhi
I was sceptical about moving from a large bank. Within two quarters, the difference in attention and access was night and day.
Dr. S. Iyer · CXO · Mumbai
Dev does not chase. He writes, he shares, he waits. When I am ready, the conversation picks up exactly where it left off. That patience is rare.
N. Banerjee · Founder · Bangalore
Dev Arora
SEBI-registered distributor. One partner per family — no relationship managers, no rotation.
I started Accrue because I believed wealth deserves a quieter kind of stewardship: an open shelf, ethical product choices, and someone who stays long after the paperwork is signed.
Founded 2019 · 100+ families · Delhi
Upload your CAS or wealth statement. We’ll send back a thoughtful, written review — what’s working, what’s worth a second look, and what we’d flag if you were sitting across from us.
If you are already with us, enter your ARN and you’ll receive a check-in instead — what’s changed in markets since we last spoke, and a few things to keep an eye on.
Portfolio review · Sample
Equity-tilted book with debt sleeve doing its job. ~68% equity, 24% debt, 8% gold — broadly aligned with a long-horizon family.
Two large-cap funds with 70%+ overlap; one could go without changing the shape. No international exposure — worth thinking about.
If a thirty-minute conversation would help, we would be glad to have one.
From the library
The Library · Valuation
A retired schoolmaster, a leather notebook, and the same mango farm sold three times in twenty-five years. The trees never changed. Only the price did.
Library · Portfolio construction
What kind of portfolio is ready — not just to weather volatility, but to profit from it.
Library · Global investing
Capital should follow opportunity. The trouble is the price you want to pay for the move.
Library · Risk & certainty
The part of your portfolio that lets you stay seated when the next bear market arrives.
If it is time
The first meeting is ours to earn — a careful read of where you are and what you need next.