Etica Wealth

Your Goals, Our Plan,

Infinite Possibilities

The word ‘Etica’ is derived from a Spanish/Portuguese language, which means Ethics. “Ethics before Everything” is our philosophy at work.

Trusted by Thousands, Backed by Experience

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In nutshell, we pride ourselves, only on two hallmarks:

Quality Service

Honest Distribution

Our Value to You

Strategy

We help you define clear financial goals, craft a robust long-term goal based plan, and build a disciplined portfolio to fund your aspirations.

Behavioural Coaching

The real challenge isn’t building the plan — it’s sticking to it. We coach you to stay the course through all market cycles, economic headlines, fads, and fears.

Market Timing

We don’t chase tops and bottoms. We believe time in the market beats timing the market.

Portfolio Churning

We don’t reshuffle your portfolio to chase trends. Fads fade. Unnecessary activity often causes more harm than good.

Get-Rich-Quick Gimmicks

We don’t promise overnight wealth. Compounding takes time.

Our Philosophy

At the heart of everything we do is a deep commitment to trust, transparency, and long-term partnership.

We stand by these core principles:

Client-First Always

We keep your interests ahead of everything else — every recommendation is made with your goals in mind.

Advice We Personally Follow

We only suggest what we do ourselves. If it’s not good enough for our portfolio, it’s not good enough for yours.

Educate & Empower

Our mission is to simplify finance, so you’re confident and in control of your financial decisions.

Data Confidentiality

Your information stays secure. We respect your privacy and treat your data with utmost care.

Financial Freedom for Life

We aren’t just building wealth — we’re guiding you toward true financial independence and peace of mind

Meet the Experts
Behind Your Wealth

Gajendra Kothari

Managing Director & CEO

Nikhil Kothari

Director & CBO

Virendra Kothari

Director

Chintan Shah

Director

Guiding Your Financial Journey That’s

unbiased. personalized. for every goals of life.

Investments

Income Tax
Planning

Learning
Academy

Estate
Planning

Insurance

Goal based
Solutions

Honest Feedback from Valued People

So happy to be connected with Etica for over a decade and maybe even more. Chintan has been so helpful and always willing to assist me in anything and everything, thank you so much for assisting me in drafting the will and transmission procedures after my husband’s demise. I don’t even think twice before calling you whenever I need help. Thanks once again for always being there🙏 Wishing you and Team Etica all the very best and keep up the good work!

Renuka Nayar

“Etica Wealth Management has been a trusted partner in managing our family’s finances for nearly a decade. Their expert guidance has helped us achieve our investment goals, plan wisely for the future, and avoid costly financial missteps. They’ve also ensured we have the right life insurance and mediclaim coverage in place to protect us from unexpected expenses. What we value most is how easy they’ve made it for us to manage our family’s financial needs—even while living away from home. Chintan, Gajendra,Nikhil and the team are always responsive, approachable, and proactive. Their early adoption of technology has brought transparency and convenience to the entire process, making us feel in control no matter where we are.” Parkin Furia

Parkin Furia

Working with Etica has brought clarity, confidence, and serious growth to my financial journey. It feels like having someone in my corner who genuinely cares about my goals — not just the numbers.

Masoom Minawala

Global influencer, entrepreneur, and content creator

ETICA, I understand is a Greek word for Ethics and this is what has been the underlying Principle and an Astute Sloka of Etica Pvt.Ltd. I have had the privilege of associating with them from the very inception of this Company, and I have seen them growing over the years, through their sheer hardwork, dedication and unmitigated services to their clients. Their amazing entrepreneurship has driven Etica to reach an enviable business model led by a very young team that has a burning desire to grow and serve.I am so satisfied that I recommend all members of my family and friends to join them and enhance their Financial rewards and experience. Wishing them bountiful success

Gauri Shankar Sharma

Katarzyna Gauri Shankar Sharma

Honest Feedback from Valued People

News & Media

Kushal Lodha

Gajendra Kothari REVEALS The Secret To Start SIP

23/06/2024

Thinkly

Rolls Royce Goals: The 100 Crore Club Ft. Gajendra Kothar

26/07/2024

Investing with upsurge

I Made 100 Crores Portfolio using SIP | Podcast | Ft. Gajendra Kothari

06/08/2024

Frequently Asked Questions

What all services do you provide?

Goal based Plan, Term Insurance, Health Insurance, Mutual Funds & helping you prepare a simple Will.

What type of clients do we manage ?

We manage money for everyone.

Business owners, Salaried people, Retirees, NRIs.

We don’t discriminate based on the investment corpus they bring.

Our sweet spot is MNI – Middle Net-worth Individual as the legendary Parag Parikh once said, “We don’t chase HNI’s, we create them”.

We are not very comfortable with Ultra HNIs (people who bring more than Rs 10crs on Day 1) as mostly likely they are not going to follow our advice.

Who are our ideal clients?

Those who are willing to learn more & more.
Who are willing to take full charge of their financial life and stick to their goals until it is achieved.
Commit discipline and have loads of patience.
Those who are willing to ignore short term media noise.

Who are not our ideal clients?

People who are looking for short term returns.
People who are greedy for higher returns.
People who look at their portfolio on a daily / weekly basis.
People who think Google, moneycontrol.com, valuereserachonline.com can do a better job.
People from the financial services industry or people who have professional qualifications in the finance domain.
People who are more worried about the cost rather then the value they receive.

We have no minimum amount criteria, but we do have minimum philosophy requirement.

Our results will only start to show after 5 years.

What we can’t / won’t do?

We don’t have the capability to predict short term market movements.
We are purely for long term management of your money.
We can’t make you rich quickly.
We don’t manage your portfolio actively. We hardly churn your portfolio.
90% of the time we don’t do anything.
We would prefer not to be interfered in our work.
We will never call you for business / investments. Our relationship is like a Doctor – Patient. However, if you require any help we will surely go all-out to guide you in the best possible way.

Your Goals, Our Plan,

Infinite Possibilities

Trusted by Thousands, Backed by Experience

In nutshell, we pride ourselves, only on two hallmarks:

Our Value to You

Strategy

Behavioural Coaching

Market Timing

Portfolio Churning

Get-Rich-Quick Gimmicks

Our Philosophy

Client-First Always

Advice We Personally Follow

Educate & Empower

Data Confidentiality

Financial Freedom for Life

Meet the Experts Behind Your Wealth

Gajendra Kothari

Managing Director & CEO

Nikhil Kothari

Director & CBO

Virendra Kothari

Director

Chintan Shah

Director

Guiding Your Financial Journey That’s

unbiased. personalized. for every goals of life.

Investments

Income Tax Planning

Learning Academy

Estate Planning

Insurance

Goal based Solutions

Honest Feedback from Valued People

Renuka Nayar

Parkin Furia

Working with Etica has brought clarity, confidence, and serious growth to my financial journey. It feels like having someone in my corner who genuinely cares about my goals — not just the numbers.

Masoom Minawala

Gauri Shankar Sharma

Honest Feedback from Valued People

Working with Etica has brought clarity, confidence, and serious growth to my financial journey. It feels like having someone in my corner who genuinely cares about my goals — not just the numbers.​

Masoom Minawala

Renuka Nayar

Gauri Shankar Sharma

Parkin Furia

News & Media

Kushal Lodha

Gajendra Kothari REVEALS The Secret To Start SIP

23/06/2024

Thinkly

Rolls Royce Goals: The 100 Crore Club Ft. Gajendra Kothar

26/07/2024

Investing with upsurge

I Made 100 Crores Portfolio using SIP | Podcast | Ft. Gajendra Kothari

06/08/2024

Frequently Asked Questions

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Meet the Experts
Behind Your Wealth

Income Tax
Planning

Learning
Academy

Estate
Planning

Goal based
Solutions

Working with Etica has brought clarity, confidence, and serious growth to my financial journey. It feels like having someone in my corner who genuinely cares about my goals — not just the numbers.