Putting Our Clients First Since 2017
At Brisk Wealth Management, we are committed to building and preserving wealth with precision, strategy and integrity. With over 8 years of experience in the financial services industry, we have consistently delivered high-value results and built trusted relationships with our clients across India and beyond. Since our inception, we have successfully managed assets worth ₹100+ Crores and overseen ₹136 Crores in total funds, delivering an impressive average ROI of 28.67% p.a. Our performance is a testament to our disciplined investment approach, data-driven strategies and an unwavering focus on our clients’ financial goals. Our services span across Portfolio Management, Investment Advisory, Forex Trading Strategies, Family Office Services and more — all tailored to help individuals, families and businesses grow and secure their financial futures. At Brisk, we don’t just manage wealth — we build legacies
Philosophy
We believe wealth is a means to empower lives, preserve values and create enduring legacies.
History
Founded with a vision to redefine personalized wealth management, our journey spans over 8 years of trust and transformation.
Culture
Rooted in integrity, driven by performance and fueled by client-centric innovation.
Our Mission & Vision
Driven by purpose. Committed to your financial legacy.
Our Vision
To be India’s most trusted and innovative wealth management firm, empowering individuals and families to achieve lasting financial freedom, legacy and growth through integrity, expertise and personalized solutions.
Our Mission
To deliver tailored, transparent and high-performing financial solutions that help our clients grow, protect and transfer their wealth across generations — through disciplined strategy, personalized advisory and unwavering commitment to their goals.
Number speaks
Our Impact
100
136
31
40
Our Client Base
We partner with individuals and institutions who seek more than just financial returns — they seek lasting impact.
High-Net-Worth Individuals
Goal-based wealth management tailored to individual growth, protection and legacy.
Prominent Business Families
Legacy planning, estate structuring and multi-generational wealth strategies.
Corporates & Entrepreneurs
Strategic financial planning, corporate tax advisory and business asset protection.