Your Wealth, Masterfully Crafted
Abhishek Raj · Founder, Managing Partner, MBA, CFP · Austin, Texas, United States
3
Services
India-focused; specializes in serving Non-Resident Indians (NRIs) and global citizens; based in Pune, India
Service area
MLR Wealth, founded by seasoned financial professional Abhishek Raj with over 20 years of experience, is a boutique wealth advisory firm dedicated to delivering holistic financial solutions for affluent individuals and families. Based in Pune, India, the firm specializes in serving Non-Resident Indians (NRIs) and global citizens managing cross-border wealth. MLR Wealth's comprehensive service offerings include goal-based financial planning, investment advisory and portfolio management across mutual funds and alternative investments, comprehensive tax optimization strategies, insurance and risk management, loan and credit advisory, real estate and asset advisory, NRI wealth management with specialized focus on NRE/NRO accounts and repatriation strategies, legacy and estate planning, and treasury management for professionals and business owners. The firm emphasizes personalized service, proactive communication, and treating client wealth with the same care as their own. Co-founded by Sunayana Jaiswal, the firm combines high-level financial goals with actionable, transparent processes grounded in operational excellence and empathy, nurturing legacies for families across generations.
Abhishek Raj
Founder, Managing Partner · MBA, CFP
Sunayana Jaiswal
Co-Founder · MA Psychology
Credentials: CFP
Languages: English
Serves: India-focused; specializes in serving Non-Resident Indians (NRIs) and global citizens; based in Pune, India
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