The Wealth Industry Is Crowded.
Trust Is Not!
The Traditional Approach
Banks are Product-led
Brokers are Transaction-led
Insurance Agents are Policy-led
Apps & Platforms are Dashboard-led
What Global Indian Families Actually Need
Someone who sees the whole picture. Coordinates across every moving part Simplifies decisions over the long term. Follows through and stays accountable A trusted financial operating desk
The Delta Edge
Private banking relationship experience. Real, earned client trust, entrepreneurial agility, technology-enabled operations, Faster responsiveness than institutions along with personalized, undivided attention.
What We Offer
1. Investments
Mutual Funds, AIF, PMS, Structured Solutions
2. NRI & GIFT City Solutions
India Exposure Made Simple
3. Insurance & Protection
Life, Health & Asset Protection
4. Banking & Deposits
Smart Banking & Deposit Structuring
5. India Property Support
Buy, Hold & Manage
6. Family Wealth Coordination
Across Generations & Geographies
7. Private Banking Experience
Structured, Disciplined, Confidential
8. Long-Term Relationship Focus
We grow only when our clients grow
9. Faster than Institutions
Timely response. Efficient execution
10. Boutique by Choice
Selective Clientele. Personal Attention
The Story of Delta Prime
Experience Driven by Institutional Discipline, Delivered with Boutique Care.
At Delta Prime, we believe that true wealth management isn't found in a product list, it’s found in a long-term partnership.
Our firm was founded by Amit K. Sheth, Shorjoe Bhattacharya and Vandana Sheth who recognized a gap in the financial landscape: the need for personalized care and expertise delivered with a deeply personal, client-first heartbeat.
Our Core Pillars
A few principles on what we stand for!
Bespoke Product
Suite.
Access a comprehensive range of global and domestic solutions, from Mutual Funds, ETFs, and Insurance to exclusive PMS, AIF, and GIFT City
USD-denominated funds, all managed through a rigorous, expert-led process.
The KISS Principle
(Keep It Simple Strategy)
Clarity is the ultimate sophistication. By avoiding over-complicated structures, we foster transparency and provide the peace of mind that comes from truly understanding your financial position.
Personalized Relationship Management
We dive deep into your family’s unique needs and financial habits. Our goal is to translate complex requirements into strategies that are effortless for you to understand and execute.
Our Mission
Simplifying complex financial decisions.
Your India Wealth.
Our Lifelong Responsibility.
Whether you are an NRI, PIO or a global Indian family, Delta Wealth becomes your trusted India wealth desk, today and for generations to come.
Begin Your Wealth Clarity Review | Book a free consultation
Business Info
Location
Shoppers Plaza, Adani Shantigram, Gandhinagar,
Gujarat-382421
Hours
Mon-Sat: 9:00 am - 5:00 pm
Sunday 9:00 am - 2:00 pm