About Us

Rakesh Bhardwaj

Rakesh Bhardwaj

Co-Founder & Managing Partner, Project Wealth

  • Extensive Experience: Brings over 15 years of experience in the banking industry, starting at IndusInd Bank and spending nine years at Axis Bank, rising to Assistant Vice President.
  • Core Expertise: Developed a deep understanding of financial markets, banking operations, and client-focused solutions.
  • Professional Approach: His journey reflects both technical expertise and a commitment to integrity in guiding clients toward smarter financial decisions.
  • Vision: Aims to make wealth management simple, transparent, and empowering, helping families build long-term financial security with confidence.
Krishnan S

Krishnan S

Co-Founder & Managing Partner

  • Proven Track Record: A seasoned professional with key roles at leading institutions like ICICI Direct, Kotak Securities, and Axis Bank.
  • Specialization: Served as a Senior Wealth Manager specializing in high-net-worth portfolios, honing expertise in investment strategies and financial planning.
  • Leadership Philosophy: Emphasizes transparency, innovation, and empowerment to help clients navigate the evolving financial landscape.
  • Future Outlook: Dedicated to steering Project Wealth into a new era defined by excellence, client satisfaction, and forward-looking strategies.
Abhishek Jha

Abhishek Jha

Co-Founder & Managing Partner

  • Wealth Management Expert: Over 14 years of experience, including leadership roles as a Private Banker with HDFC Private Banking and Axis Burgundy.
  • Client Focus: Specialized in serving Ultra HNI and HNI clients, developing deep expertise in asset allocation and personalized wealth solutions.
  • Strategic Design: Designs client-centric strategies that balance opportunity with risk, aligning with unique financial goals.
  • Innovation: Committed to redefining wealth management standards and steering Project Wealth toward greater innovation and client success.

Why Choose Project Wealth ?

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01. Expert Guidance

02. Disciplined Approach

03. Tailored Strategies

04. Diverse Offerings

05. Transparent Process

06. Trusted Partner

Our Mission 🚀

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  • Empowerment: To empower individuals and families to take control of their financial future through clear, actionable, and personalized wealth management solutions.
  • Strategy & Growth: To focus on understanding our clients’ unique goals and crafting strategies that maximize growth while managing risk effectively.
  • Commitment: To operate with unwavering transparency, integrity, and excellence in every interaction.
  • Simplification: To combine deep financial expertise with a client-first approach, aiming to simplify wealth management and help clients achieve long-term financial security with confidence.

Our Vision 🌟

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  • Redefining Advisory: To redefine financial advisory in India by setting new standards of trust, innovation, and client satisfaction.
  • Preferred Partner: To become the go-to partner for individuals and businesses seeking comprehensive, forward-thinking financial solutions that adapt to evolving market dynamics.
  • Accessible Planning: We envision a future where financial planning is accessible, intuitive, and empowering for everyone.
  • Lasting Independence: Leading with expertise and insight to ensure clients not only grow their wealth but also achieve lasting financial independence and peace of mind.