At Brother Mountain Capital, we believe in guiding individuals and organizations towards sustainable wealth and growth. Our core philosophy revolves around a holistic approach to financial management, where we blend tailored investment strategies with a deep understanding of our clients' unique needs.
Founded by Shriram Shivakumar, a seasoned personal finance professional specializing in serving the financial needs of Non-Resident Indians (NRIs) and High Net-Worth Individuals (HNIs), Brother Mountain Capital aims to provide personalized, actionable advice that drives lasting impact. With over a decade of expertise in personal finance management, mutual funds, retirement planning and start-up consulting, we bring a wide-ranging perspective to our clients.
We understand that each financial journey is different. Whether you are a start-up looking to scale or an individual aiming for financial independence, we offer customized solutions designed to meet your goals. By leveraging cutting-edge financial technologies and staying ahead of market trends, we equip you with the tools necessary to thrive in a complex world of investments and finance.
At Brother Mountain Capital, we value trust, transparency and the power of partnership. We’re committed to helping you navigate your path to financial success — ensuring that your wealth works for you, your family and your future.
We place our clients' needs at the forefront of every decision. By taking the time to understand their goals, dreams and challenges, we craft personalized strategies that align with their unique circumstances and ambitions.
We integrate all aspects of financial planning for a well-rounded approach.
Our aim is to build enduring relationships based on trust and respect.
We leverage the latest market trends and technologies for cutting-edge solutions.
Clear communication and ethical conduct guide everything we do.