Profile photo · 4:5
Wealth ManagementChennai
Sundara Wealth
- Wealth Management
- Portfolio Management
- Family Office
- Estate Planning
Meera Iyer, Managing Partner
Sundara Wealth manages private portfolios for first-generation entrepreneurs across South India. Conservative-growth bias, family-office reporting, fully discretionary.
About the practice
Sundara was set up in 2017 for entrepreneurs whose first liquidity event came late in life and who needed a wealth partner without an in-house product agenda.
The firm runs a strictly fee-only model and reports against a single client objective — preserve capital, beat inflation by 4%, never surprise.
Recent activity
- Inside
Closed referral with V. Sethi
3 days ago - Outside
Closed referral with A. Desai
2 weeks ago - Inside
Testimonial received from R. Bhatt
3 weeks ago - Tier 3
Closed referral via external introduction
1 month ago
Testimonials
“Delivered exactly what was promised, on time, on budget. The kind of partner you wish every project had.”
Vikram SethiNorthpoint Logistics
“Meticulous, honest about constraints, and the only one I've worked with who actually returns calls on weekends.”
Anjali DesaiFolio Legal