Independent & fee-only advisory · India & US markets
Growing your capital,
guarded just as carefully.
Northbridge Capital Partners builds concentrated, tax-aware investment plans for individuals, families, and business owners — across Indian and US markets, with one advisor accountable for the whole picture.
What we do
Three disciplines, one accountable plan.
We don't hand you off between departments. The advisor you meet is the one managing your plan.
Wealth Management
Portfolio construction built around your time horizon, risk appetite, and tax situation — reviewed quarterly, adjusted deliberately.
Learn more →Retirement Planning
Income modeling that answers the real question — can you retire when you want to, at the lifestyle you expect.
Learn more →Tax & Estate Strategy
Coordinated planning with your CA and estate counsel so growth isn't quietly given back at filing time.
Learn more →A growing focus
Systematic, data-driven trading — alongside human judgment.
We're increasingly building out our own quantitative infrastructure: backtested, rules-based strategies that remove emotion from execution, running on a steadily growing base of historical and live market data.
Backtested before it's live
Every strategy is tested against years of historical tick data before a single rupee is put behind it.
Growing data infrastructure
We're continuously expanding the market data we capture and log, so strategies are refined on more evidence over time — not gut feel.
Risk controls built in, not bolted on
Position sizing, stop-loss logic, and drawdown limits are part of the system design, monitored continuously rather than checked at day's end.
How we work
A four-step process, repeated every year.
Plans decay the moment life changes. Ours are built to be revisited, not filed away.
Discovery
A detailed review of your income, holdings, obligations, and goals — no product pitch, just the picture.
Strategy
A written plan covering allocation, tax exposure, insurance gaps, and a realistic timeline.
Execution
We implement directly with custodians on your behalf — you approve, we handle the paperwork.
Review
Scheduled check-ins, not just year-end scrambles, so the plan moves with your life.
About the firm
A small team, five years in, building for the long run.
Northbridge Capital Partners was founded on a simple frustration: most advisory relationships are transactional, product-driven, and short on follow-through. Five years on, we're still a small team by choice — six people, working closely across Indian and US markets — because it lets every plan get real attention.
We're a small business with big ambitions. The plan has always been to grow — but only in a way that doesn't cost us the thing that got us here: knowing every client's plan by name, not by account number.
We are fee-only and fiduciary by structure — meaning we're never paid a commission to recommend a product, and we're legally bound to act in your interest first.
Placeholder Name
Founder & Principal Advisor
“For the first time, I understood exactly where my money was going — and why.”— Placeholder Client, Business Owner
Get in touch
Start with a conversation, not a sales call.
Thirty minutes, no obligation. We'll tell you honestly whether we're a fit before anything else.