Who We Serve
Jericho Ventures primarily serves emerging high-net-worth individuals with investible assets ranging from ₹5 crore to ₹50 crore. This segment is often underserved - too large for DIY platforms, yet not prioritized by global private banks and traditional private wealth & multi-family offices who typically focus on clients with ₹50 crore-plus portfolios.
Our clients are CXOs, senior professionals, and first-generation entrepreneurs who seek sophisticated, diversified, and global investment solutions, along with estate planning, insurance, and tax advisory services tailored to their unique needs.
Client Profile
Unique Financial Needs of Our Affluent Clients
Our Financial Solutions are designed around these unique needs, combining expertise, technology, and personalized service to empower our clients to protect, grow, and purposefully manage their wealth.
Growth with Preservation
Balancing ambition for wealth growth with prudent risk management to protect hard-earned money.
Understanding Diverse Income Sources
Mapping a holistic picture by accounting for ESOPs, RSUs, Business Interests & Liquidity Events.
Tax Efficiency and Compliance
Navigating complex tax landscapes to optimize savings while ensuring regulatory compliance.
Legacy and Succession Planning
Seamless intergenerational wealth transfer aligned with family values and long-term goals.