About Us
Polo Wealth is a wealth services firm that focuses on managing wealth for Entrepreneurs and Business Leaders. It was set up in 2014 by Vinay Rathi and now has offices in Pune, Vadodara, and Kolhapur.
Vinay has rich and varied experience of over 20 years in finance. He has worked with venerable names like HSBC, Motilal Oswal and Anand Rathi to name a few. His expertise lies in personalizing investment avenues and portfolio management.
Polo Wealth’s setup consists of professional advisors from various practices like Chartered Accountants, Chartered Financial Analyst, Research Analyst, Estate Planners & Lawyers to help our clients with a fully equipped financial services. We have 80+ Clients and are overseeing AUM of INR 400 Cr+.
Our Approach
Investors should always keep in mind that the most important metric is not the returns achieved but the returns weighed against the risks incurred. Ultimately nothing should be more important to investors than the ability to sleep soundly at night
Our Philosophy
Our philosophy centers on Safety, Liquidity, and Returns, promoting simplicity, avoiding errors, and resisting herd mentality. We prioritize maintaining a margin of safety, emotional discipline, and extreme patience, We follow a balanced and thoughtful approach that incorporates prudence and rationality.
Our Values
Our values revolve around prioritizing clients, maintaining unwavering integrity, cherishing independence, and adopting a long-term perspective. These principles collectively shape our client-centric, trustworthy, and forward-thinking culture.
Our Comitment
Our commitment is to deliver solutions that are 100% client-centric, steering clear of pushing products and eliminating revenue targets. We deliver our solutions through products across asset classes, selected by a team of product, research, and portfolio experts.
Our Team
At Polo Wealth, we have a team of experienced professionals who are dedicated to helping our clients manage their wealth as per their objectives.
We are supported by a strong team of product, research, and portfolio experts from BeyondIRR - helping us select the right investment products and access differentiated opportunities.
Vinay Rathi
Founder
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Experience in managing wealth for families for around 20 years
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Previously worked with HSBC, Anand Rathi & Motilal Oswal
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CNBC TV 18- Special Jury Award for Financial Advisors in Western India
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25 most promising wealth managers for 2016-17 by Consultants Review Magazine
O P Rathi
Partner
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Founder & Senior Partner, O.P. Rathi & Co.
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Since its inception in 1978, he has shaped the Vadodara-based firm into a prominent and trusted name in the industry
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His expertise in taxation services has made a significant mark in both the personal and corporate sector
Vineet Rathi
Partner
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Vineet is a fellow member of the Institute of Chartered Accountants of India. He has over 22 years of experience in the field of financial services.
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He carries with him an immense knowledge in the field of Finance, Governance, and risk Assurance.
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He has been involved in several International and offshore assignments.
Ruchi Rathi
Partner
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Fellow member of the Institute of Chartered Accountants of India.
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More than 19 years of experience in the field of Direct and Indirect taxation for individuals and corporate clients.
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She has assisted many multinational corporates with India entry strategy and setting up entities in India.
Parag Kasliwal
Co-founder, BeyondIRR
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20+ years of experience in the Wealth Industry in Product, Research, and Advisory
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Built 5 large wealth businesses – ICICI Bank, Barclays Wealth, IDFC Bank, Validus & LGT
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CA and CS Rank holder
Deepesh Bhargava
Co-founder, BeyondIRR
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13+ years of experience in the Wealth and MF Industry across Product, Research, and Advisory
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Worked with SEBI, ICICI Sec, Birla AMC, IDFC Bank, Validus Wealth
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IIT and IIM Alumni
Anupreet Choudhary
Co-founder, BeyondIRR
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5+ years of experience in Wealth and AMC Industry across stock selection & algos
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Worked with IDFC Bank, IIFL AMC
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IIT, IIM Alumni
Vijay Kumar Vyas
Head Investment Products, BeyondIRR
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8+ years of experience in AMC Industry across investment products
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Worked in ICICI Prudential, Edelweiss, Mirae AMCs
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Computer Sc Grad & MBA, NMIMS & Cardiff Business School Alumni