Our story
Built on trust. Guided by purpose.
Amona was founded with a singular belief — that every individual deserves financial guidance that is truly personal, independent, and built for the long term.
Our story
How Amona began
Amona Financial Advisory was established in Kolkata with a clear purpose: to offer ultra-high-net-worth individuals and families the kind of thoughtful, unhurried financial counsel that larger institutions simply cannot match. We saw a gap between impersonal institutional advisories and the deeply personal service that discerning clients actually deserve.
Our practice spans three core disciplines — private wealth financial advisory, in-depth financial analysis, and private investment opportunities. Rather than offering one-size-fits-all solutions, we build bespoke strategies around each client's unique financial landscape, long-term goals, and legacy considerations.
At Amona, we don't just manage wealth — we partner with our clients to preserve, grow, and pass it on with intention. From our office on Rameshwar Shaw Road in Kolkata, every relationship is personal, every strategy is tailored, and every decision is grounded in rigorous analysis rather than off-the-shelf recommendations.
Our clientele
Who we serve
A practice built for the few who expect the best.
Amona works exclusively with ultra-high-net-worth individuals and families. Our boutique structure is not incidental — it is the foundation of our value. By limiting the number of relationships we take on, we ensure every client receives a level of attention and discretion that no large institution can replicate.
What guides us
Our philosophy
Independence first
We are not tied to any product house or distributor. Our advice is guided solely by what is right for you.
Relationships over transactions
We measure success not by assets under management, but by the trust our clients place in us year after year.
Long-term thinking
Wealth is built over decades, not quarters. We help you stay the course through every market cycle.
Full transparency
No hidden fees, no conflicts of interest. You always know exactly how we are compensated and why we recommend what we do.
Ready to begin your financial journey?
Let's have a conversation about your goals.