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Aura CapitalPrivate Wealth Advisory
Strict Fiduciary Standard • Fee-Only Advisory

Preserving Capital.
Engineering Generational Alpha.

Bespoke wealth management, institutional risk architecture, and tax-efficient strategies designed for founders, executives, and high-net-worth families.

₹7,000 Cr+

AUM Advised

100%

Fiduciary Duty

22+ Yrs

Market Cycles

Launch Wealth Calculator
Asset Allocation Model

Global Endowment Core

Target Return: 8.5–10%
Global Systematic Equities45%
Private Credit & Direct Lending20%
Alternative Alpha & Real Assets18%
Hedging & High Quality Duration12%
Strategic Liquidity Reserve5%
Custodian: Charles Schwab & FidelitySIPC Protected
Disciplined Wealth Solutions

Institutional Expertise for Private Clients

We align our incentives solely with your financial growth. No commissions, no proprietary products.

100% Fee-Only Fiduciary

Fiduciary Wealth & Portfolio Management

Custom-tailored equity and fixed-income portfolios constructed with institutional-grade risk management and zero hidden broker commissions.

₹50L+ Min Portfolio
Advanced Tax Alpha

Strategic Tax Optimization & Alpha

Active tax-loss harvesting, asset location strategies, and charitable gift structuring designed to maximize after-tax compound returns.

₹50L+ Min Portfolio
Dynasty Protection

Multi-Generational Estate & Trust

Comprehensive dynasty trust architecture, asset protection, and wealth preservation across family generations.

₹50L+ Min Portfolio
Qualified Purchasers

Private Equity & Alternative Assets

Curated access to institutional direct investments, venture allocations, private credit, and prime commercial real estate.

₹50L+ Min Portfolio
Interactive Compounding Simulator

Visualize Your Wealth Trajectory

Experience the compounding power of disciplined asset allocation and systematic rebalancing.

Initial Portfolio Capital:₹25,00,000
₹5,00,000₹5,00,00,000
Monthly Contribution:₹50,000/mo
₹10,000/mo₹5,00,000/mo
Timeline:15 Years
Expected Annual Return:8.5%
Projected Portfolio Value in 15 Years

₹2,69,95,951

Principal Contributed₹1,15,00,000
Compound Alpha Growth+₹1,54,95,951
Julian Sterling

Julian Sterling, CFP®, CFA®

Managing Partner & Chief Investment Officer

Senior Leadership

Two Decades of Navigating Global Financial Markets.

Prior to founding Aura Capital, Julian managed institutional equity mandates for premier Wall Street investment houses. Today, he advises a select syndicate of 45 high-net-worth families with uncompromising fiduciary devotion.

Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®)
Direct partner access — no junior account managers
Quarterly macro briefings and direct private equity deal flow
Independent fee-only structure aligned 100% with client performance
Barron's Top Advisor

Ranked 2023, 2024 & 2025

Client Retention

99.1% Over 10 Years

Aura Capital Wealth Advisors