Surendra Jauhari

Surendra Jauhari is an accomplished wealth management and financial advisory professional with an MBA in Finance and extensive experience across leading financial institutions and a renowned private bank. Over the course of his career, he has built a strong track record in managing and advising on a wide spectrum of investment solutions, including Mutual Funds, Bonds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Hedge Funds, and comprehensive advisory services. As a SEBI Registered Investment Advisor (RIA), he brings regulatory discipline, transparency, and a fiduciary mindset to every client engagement.

Surendra has advised and managed portfolios for more than 100 High Net Worth Individuals (HNIs) and over 35 Ultra-HNIs, delivering tailored financial solutions aligned with complex wealth objectives and evolving market conditions. His client-centric approach, supported by deep market insight and structured portfolio construction, has enabled him to build long-standing relationships while consistently helping clients preserve and grow their wealth. He is known for integrating investment management with risk assessment, asset allocation, and insurance planning to create holistic, outcome-oriented strategies.

Currently, Surendra is the Director and Founder of Wealthplys, a platform established to make personalized wealth management and financial planning accessible to a broader audience. Through Wealthplys, he focuses on empowering individuals with the right financial mindset, disciplined investment strategies, and long-term perspective required for sustainable wealth creation. His vision is centered on delivering clarity, confidence, and continuity in personal finance, enabling clients to achieve enduring financial success across life stages.