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    Data-Driven Strategies
    Tailored Wealth Solutions

    Combining data-driven strategies with a personal touch, we help high-net-worth individuals navigate complex financial decisions, manage risk and create wealth legacies that stand the test of time

    Empowering Your Financial Legacy

    8 years

    Experience

    136 Cr

    Assets Managed

    31.77 %

    Average Annual

    100 Cr

    Fund Managed


    client-testimoni

    “At Brisk, we don’t just manage portfolios—we help families shape their financial philosophy for generations.”

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    client-testimoni

    Why Choose Us

    We go beyond traditional wealth management to offer a deeply personalized, performance-driven and legacy-focused approach trusted by discerning clients across India.

    Proven Expertise

    With 8+ years in financial services, we bring deep market knowledge, strategic insight and consistent performance to every client relationship.

    SEBI Certified

    We are SEBI & NISM certified for investor awareness and financial literacy — ensuring trust, transparency and regulatory excellence.

    Personalized Strategy

    Every financial plan is crafted around your unique goals — from investment to retirement, succession to tax planning.

    End-to-End Services

    From portfolio management to estate planning, we offer comprehensive solutions under one roof for individuals, families and businesses.

    What Our Clients Say

    Trusted by Visionaries. Proven with Results.

    • ★★★★★

      “Brisk is not just our wealth advisor—they are part of our family’s inner circle.”

      Over the last five years, Brisk has helped us transition from fragmented investments to a professionally structured family office. From estate planning to philanthropy strategy, their team has brought clarity and control to our financial universe. Most importantly, they have earned our trust in every decision.

      — Promoter, Agro-Tech Conglomerate
      Assets Managed: ₹42 Cr

    • ★★★★★

      “They deliver what most firms only promise—performance, transparency & access.”

      My previous experience with wealth firms was cold and corporate. With Brisk, the relationship is personal and proactive. I now have access to private equity deals, detailed reporting and a wealth strategy that is truly aligned with my goals. Their 28%+ returns consistently validate their expertise.

      — First-Gen Entrepreneur, Real Estate & Infra
      Assets Managed: ₹18 Cr

    • ★★★★★

      “The level of customization and attention I receive is unheard of.”

      From day one, Brisk demonstrated a deep understanding of both markets and people. Their insurance structuring, tax planning and goal-based strategies gave me peace of mind—and saved me significant capital. What sets them apart is their sincerity and long-term view.

      — Senior Partner, Law & Compliance Firm
      Portfolio: ₹7 Cr

    • ★★★★★

      “They simplified a complex inheritance and created a generational plan I can trust.”

      I approached Brisk at a crossroads. After a sudden inheritance, I needed clarity— not just investment advice. They helped restructure assets, formalize family governance, and build a succession plan that honors my father’s legacy. This isn’t just wealth management—it’s wealth empowerment.

      — Heir, Legacy Family Business
      Portfolio: ₹35 Cr

    • ★★★★★

      “Not once have I had to chase them. They’re always three steps ahead.”

      In a world full of noise, Brisk brings focus and intelligence. Whether it’s timing an investment exit or spotting market opportunities, they’re consistently proactive. The direct access to leadership is something I’ve never experienced with larger firms.

      — Tech Executive, Global MNC
      Portfolio: ₹4.8 Cr
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