Start-up equity, handled carefully
ESOPs and founder stakes can dominate a portfolio. We build the rest of your wealth so one company never defines your future.
Bengaluru-based advisoryA financial advisor
A financial advisor
in Bangalore for serious wealth.
HereVR is a private wealth management firm with roots in Bengaluru, built for professionals, business owners and returning NRIs who want disciplined advice, not product pitches.
Bengaluru
Advisory base
200+
Families & individuals
Vanguard
Trained advisors
Built for this city
Bangalore wealth needs Bangalore context.
Global income, India base
Many clients earn in dollars or euros and spend in rupees. We size currency exposure on purpose, not by default.
Face-to-face when it matters
Big decisions deserve a real conversation. We meet clients in Bengaluru and stay accessible to those living elsewhere.
What we do
Wealth advice, not product sales.
Goal-based planning
Every rupee is assigned a job: retirement, education, a property, a business exit. We build the path from today to each goal.
Portfolio construction
Bonds, Indian equities, gold, global exposure and alternatives where appropriate. Diversified by design, not by accident.
Tax-aware investing
Structure matters. We coordinate with your chartered accountant to keep more of what your investments earn.
NRI & global families
Currency, repatriation and cross-border rules handled alongside your India portfolio.
Who we serve
Advice calibrated to where you are.
01
Salaried professionals
RSU, ESOP and surplus income investors who want disciplined growth without monitoring markets daily.
02
Business owners
Separate personal wealth from business cash flow. Plan liquidity, exits and succession in one place.
03
NRIs returning to India
Repatriate, restructure and rebuild an India-centric portfolio that still thinks globally.
Questions
What people ask before they start.
Do you meet clients in Bangalore?
Yes. HereVR is based in Bengaluru and meets clients in the city for portfolio reviews and planning conversations. We also stay accessible by video and phone for clients who travel or live outside India.
What makes HereVR different from other financial advisors in Bangalore?
Our advisory bench includes professionals trained at Vanguard, one of the world's largest disciplined investment firms. We lead with capital preservation, build portfolios across bonds, equities, gold and alternatives, and sell advice rather than products.
Do you work with NRIs and global families?
Yes. A large share of our clients are NRIs and returning Indians. We help with currency exposure, repatriation planning, India portfolio construction and coordination with tax advisers in each country you touch.
What does it cost to work with HereVR?
We are a fee-based advisory. The exact structure depends on the complexity of your situation and the services you need. We share this transparently after an initial conversation, never before understanding what you are trying to solve.
How do I start working with a HereVR advisor?
Start by booking a conversation through the form on this page or calling +91 94862 09546. We will reply within one business day to schedule a call and understand whether we are the right fit for your needs.
Start with a conversation in Bengaluru.
Tell us what you are trying to solve. We will reply within one business day with a clear next step, not a sales script.
hello@herevr.in · +91 94862 09546 · Bengaluru, India