About Aryan Kapoor, CFP®

15+ years of guiding Indian families toward financial freedom — with integrity, expertise, and deep personal commitment.

AK
CFP®
Certified Financial Planner
Aryan Kapoor
SEBI Registered Investment Advisor | CFP® | MBA Finance

I grew up watching my father lose his hard-earned savings to bad investment advice from an unregulated agent. That pain became my purpose: to be the honest, trustworthy financial advisor I wish my family had.

After completing my MBA in Finance from IIM Lucknow in 2009, I worked with HDFC Bank and then Motilal Oswal for 6 years before founding WealthEdge Advisory in 2015. Today, we manage over ₹120 Crore in assets for 800+ clients across India.

My philosophy is simple: your money should work as hard as you do. No jargon. No hidden agendas. Just transparent, data-driven financial planning tailored to your real goals.

CFP® (FPSB India) SEBI RIA: INA000012345 AMFI: ARN-189476 IRDAI: LIC-8821234 MBA Finance — IIM Lucknow
800+
Clients
₹120Cr
AUM
15 Yrs
Experience
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Our Mission

To democratize quality financial advice in India — making expert, SEBI-regulated, unbiased financial planning accessible to every working professional, not just the ultra-wealthy.

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Our Vision

A financially literate India where every family has a personalized wealth roadmap, adequate insurance coverage, and a retirement plan — regardless of income level or geographic location.

15+ Years of Financial Expertise

2026–Present
Founder & Chief Advisor, WealthEdge Advisory
Leading a team of 4 advisors managing ₹120 Crore+ in client assets. Expanded to serve NRI clients across UAE, UK & USA.
2022
SEBI RIA Registration Upgraded
Obtained upgraded SEBI RIA registration (individual) — ensuring 100% fee-based, conflict-free advisory.
2019
Milestone: 500 Clients & ₹50 Crore AUM
WealthEdge crossed ₹50 Crore AUM and 500+ active client portfolios. Featured in Economic Times.
2015
Founded WealthEdge Advisory
Left a senior role at Motilal Oswal to start an independent, fee-only advisory practice in Gurgaon.
2011–2015
Senior Wealth Manager, Motilal Oswal
Managed ₹200+ Crore in HNI client portfolios. Specialist in equity advisory and goal-based planning.
2009–2011
Relationship Manager, HDFC Bank
Started career in retail banking. Managed portfolio of 200+ HNI savings accounts.
2009
MBA Finance — IIM Lucknow
Graduated with specialization in Investment Analysis and Portfolio Management. Gold Medalist.
2007–2009
CFP® Certification, FPSB India
Certified Financial Planner — the gold standard for financial planning globally.

Featured In the Media

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Economic Times
\"Top 10 Financial Advisors to Watch, 2024\"
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NDTV Profit
Expert panelist on SIP & Mutual Fund segments
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Mint
\"How to save ₹1 Crore by 45\" feature article
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Money Control
Podcast: \"Investing in India's Bull Run\"
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Zee Business
Regular contributor on tax saving strategies
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SEBI
Featured in SEBI investor awareness campaign

Ready to Work with Aryan?

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