The word ‘Etica’ is derived from a Spanish/Portuguese language, which means Ethics. “Ethics before Everything” is our philosophy at work.
Quality Service
Honest Distribution
We help you define clear financial goals, craft a robust long-term goal based plan, and build a personalised portfolio to help fund your aspirations.
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.
We don’t chase tops and bottoms. We believe time in the market beats timing the market.
We don’t reshuffle your portfolio to chase trends. Fads fade. Unnecessary activity often causes more harm than good.
We don’t promise overnight wealth. Compounding takes time.
At the heart of everything we do is a deep commitment to trust, transparency, and long-term partnership.
We stand by these core principles:
We keep your interests ahead of everything else —your interests are our utmost priority
We only suggest what we do ourselves. If it’s not good enough for our portfolio, it’s not good enough for yours.
Our mission is to simplify finance, so you’re confident and in control of your financial decisions.
Your information stays secure. We respect your privacy and treat your data with utmost care.
We aren’t just building wealth — we’re guiding you towards true financial independence and peace of mind
Global influencer, entrepreneur, and content creator
Katarzyna Gauri Shankar Sharma
We specialize in co-creating a personalised, goal-based financial plan—designed to help you achieve your life’s most meaningful aspirations.
Our services include:
From protecting your present to planning your future—we walk with you at every step.
At Etica Wealth, we manage money for a wide spectrum of clients—business owners, salaried professionals, retirees, single women, and NRIs.
We believe in equal attention, not equal portfolios. That’s why we don’t discriminate based on the size of your initial investment.
Our sweet spot lies in serving the Middle Net-worth Individual (MNI)—as the legendary Parag Parikh once said,
“We don’t chase HNIs, we create them.”
We’re not the best fit for Ultra-HNIs bringing ₹10 crore+ on Day 1—not because of their wealth, but because they often prefer control over coaching.
We work best with those who value long-term thinking, simplicity, and staying the course.
We love working with individuals who:
If you value wisdom over hype, and coaching over shortcuts — we might just be the right fit for you.
We may not be the right fit for individuals who:
We don’t have a minimum investment amount.
But we do have a minimum philosophy requirement—our approach only works if you’re willing to stay the course.
Real results begin to show after 5 years. If that sounds like forever, we’re probably not for you.
At Etica Wealth, we believe in being upfront about what we don’t do—because great relationships are built on clear expectations.
Absolutely! We manage clients across India and in over 25 countries globally.
Thanks to Zoom, we’re always just an e-meeting away—at your convenience.
That said, if you’re ever in Mumbai or passing through, we’d love to host you for an in-person conversation—some discussions are just better face-to-face over a great cup of coffee.
Trust us, it’s magical.
© Etica Wealth 2025. All Rights Reserved.
