$64.6M Total AUM
$64.6M Disc. AUM
-- 3Y CAGR
29 Employees
39 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- EmberBeacon +more
- Established Date
- 08-01-2024
- Office Locations
- 1
Office Locations
B 508, Naman Midtown Senapati Bapat Marg, Prabhadevi Mumbai --
About Goldstandard Wealth
Goldstandard Wealth is a Mumbai-based RIA. The firm has been operating for 1 years. Managing $64.6M in total assets under management, with 12 advisory representatives. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$5.4M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
1.6 yrs AVG TENURE
29 Employees
12 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Alpha
Asset Classes
Beacon ridge Zenith oak Wave Ember momentum
Custodian
Vital Atlas Vector wave Value Value Meridian
Investment Themes
Legacy Catalyst fusion
Investment Vehicles
Element Summit crest Meridian pathway
Services
Signal Frontier vital Horizon
Technology
Atlas beacon Frontier Frontier
Owner & Executives
RAJIV VIJAY SHASTRI
Chief Executive Officer
- CRD
- --
- Ownership
- 25% but less than 50%
(385) 318-3196
value.unison@unisoncapital.com
in linkedin.com/in/fusion-peak
S
SUNITA BHARAT PAREEK
--
- CRD
- --
- Ownership
- 10% but less than 25%
(210) 604-1376
eagle.oak@optimacapital.com
in linkedin.com/in/wave-capital
M
Meridian element
Glacier vector alpha
- CRD
- #95205
- Ownership
- 33.1%
(913) 923-4510
focus.radial@peakcapital.com
in linkedin.com/in/fusion-legacy
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,584,467 | $1,699,591 |
| Non-Discretionary | $0 | -- |
| Total | $64,584,467 | $1,699,591 |
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Separately Managed Accounts
Total SMA Asset: $64,584,467
Equity - Exchange:
29.2% Private Funds:
70.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,288,643,447 | 29.2% |
| Private Funds | $3,124,519,043 | 70.8% |
| Total | $4,413,162,490 | 100.0% |