The Premium Wealth Managers

Funding, lending,
investing, insuring.
One desk.

Roaring Wealth was started by professional bankers and tech minds who were tired of clients being handed off between four different specialists. Whether you need capital for the business or a plan for the surplus, it's the same desk and the same people. Start with a free review — no cost, no obligation.

AMFI-Registered Ludhiana Desk 100+ Families
What We Do

Four things we do.

Most clients start with one and use two or three over time. Same desk, same people, every time.

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Specialised Practice

Healthcare & Medical Infrastructure

A dedicated desk for doctors, hospitals, and diagnostic chains — where the financing understands equipment cycles, TPA receivables, and practice economics rather than treating a clinic like any other borrower.

Hospitals & clinic setups

Complete project debt financing, from construction through to medical equipment procurement.

Practitioners & receivables

Doctor practice loans and receivables discounting against insurance TPA settlements.

₹60 Cr+ Assets Under Management
100+ Families & Founders
30 yrs Combined Experience
97% Client Retention
How It Works

From first call to managed plan in four steps.

You'll know exactly what happens next at every stage. Nothing moves until you've signed off on the plan.

Phase 01

Discovery & risk profiling

We map your full financial picture — income, obligations, goals, and true risk appetite — before a single rupee moves.

Phase 02

Portfolio architecture

A written investment policy built for your time horizon, then translated into an actual asset allocation.

Phase 03

Active management

Ongoing rebalancing, tax-loss harvesting, and opportunity screening handled by the desk, not left to you.

Phase 04

Quarterly review

A sit-down every quarter to walk through performance, adjust for life changes, and re-confirm the plan.

Who Manages It

You'll know the person managing your money.

No call centre, no rotating relationship manager — the same people build your plan, take your calls, and sit across from you at every review.

Roaring Wealth was founded by professional bankers and tech minds who wanted local ambition to have access to global-standard structuring. Every client has one named advisor — not a team, not a queue.

Meet the Desk
Rakesh AroraFounder
Vikas ModgilCo-Founder
Aditya AroraCo-Founder
Why People Stay With Us

Three things clients tell us set us apart.

Not a marketing claim — these are the three answers we hear most often when we ask clients why they came back.

Institutional Might

Syndicated banking acumen and Tier-1 lender relationships brought to files that would otherwise be handled by a branch. We know which lender says yes to which kind of file — and who to call.

Tech Agility

Half this desk comes from technology. Documentation, tracking, and reporting run on systems — so files move in days, not weeks, and nothing slips through because someone forgot to follow up.

Punjabi Spirit

Loyalty through thick and thin. You get the same desk in a good quarter and a bad one, and the same straight answer in both — including when that answer is no.

360°

Capital Architecture

Full-circle view of your business and personal finances — not just the product you came in for.

100%

Bespoke Structuring

Every mandate is built from scratch for you. No templates, no cookie-cutter allocations.

Tier-1

Syndicate Reach

Direct relationships with India's top-tier lenders, brought to files of any size.

In Their Words

What clients say.

Roaring Wealth is the first advisory that gave me a plan I actually understood — and reviewed it with me every quarter, not once a year.
R. MalhotraClient since 2025
We needed working capital quickly before a large export order. The desk had the sanction in ten days. I've been with them ever since.
Gurpreet SinghBusiness Owner, Ludhiana
I came in for a mutual fund review and left with a complete picture of where my money was and wasn't working. That kind of honesty is rare.
Ananya KapoorEntrepreneur
They structured our machinery loan against the equipment itself so we didn't touch working capital. That one call changed how we think about financing.
Harjinder BhatiaManufacturer, Punjab
The healthcare desk understood a clinic's numbers in a way my bank never did. Practice loan was sorted without the usual runaround.
Simran DhaliwalDoctor, Ludhiana
What I value most is that they pick up the phone in a bad market and tell me to hold, not sell. That discipline has made a real difference.
Vikram SethiHNI Investor
Three generations of our family use the same desk. That continuity — knowing they remember what we agreed three years ago — is irreplaceable.
Ranjit GillFamily Office, Chandigarh
I expected a pitch. I got a review that identified two funds I should exit and a cover gap I didn't know I had. Refreshingly straightforward.
Neha AroraStartup Founder
Questions

Common questions, straight answers.

Is there a minimum amount to work with you?
The portfolio review itself is free and has no minimum. For ongoing managed mandates we'll tell you on the first call whether our service is the right fit for the amount you're investing, and say so plainly if it isn't.
How frequently is my portfolio reviewed and monitored?
We believe active governance is key to wealth preservation. Portfolios undergo regular monitoring alongside formal quarterly/semi-annual reviews to realign allocations with your evolving life goals and macroeconomic conditions.
Are you registered?
Yes — Roaring Wealth is an AMFI-registered mutual fund distribution and advisory desk operating out of Ludhiana, Punjab. We'll share our registration details on the first call.
Do I have to move my existing investments to you?
No. The review works on what you already hold, wherever it's held. If we think something should change we'll show you why, and it stays your decision. Plenty of people take the review and keep managing things themselves.
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