A Story Etched In Clarity Trust Simplicity
We offer wealth management as a personalized journey, crafted specifically for you.
When asked what he saw, Arjuna didn’t speak of the fish, the bow, or the sky. He saw only the eye. That single-minded focus and clarity is the heart of Claritas. A name that comes from the Latin word for ‘clarity’ — and a philosophy we live by. We believe that clarity isn’t just a financial principle, it’s a life principle. In the choices you make, the values you uphold and the goals you chase.
Born from this philosophy, Claritas is a boutique private wealth management firm serving UHNIs, HNIs, family offices and professionals. We offer holistic solutions across wealth management, succession & estate planning, real estate management, loans and syndication.
From the very beginning to every step ahead — clarity leads the way.
Our Word Is Our Wealth
At Claritas, your personal and financial goals become our north star. Through simple strategies, counsel driven by deep conviction and long-term clarity, we walk the distance with you.
Clarity begins with transparency. We see transparency not as a disclosure, but as a dialogue. At Claritas, you are not a spectator to your wealth journey, you are an equal partner, fully informed and fully empowered.
Simplicity is often mistaken for a lack of depth. But we know it takes clarity to be simple. That’s why we remove the clutter, and the unnecessary complexity. What remains is a strategy that’s straightforward, focused and aligned with your goals.
Trust isn’t spoken. It’s felt. It’s the quiet confidence in knowing that your wealth is in hands that think like you, act for you and stand by you. At Claritas, we earn it through consistency and candour while keeping your interest at the centre.
OUR FOUNDERS
Built on Decades of Expertise
SHAILENDRA SHARMA
Co-Founder
To Shailendra, managing wealth is no different from managing health. It requires constant attention, disciplined choices and a long-term perspective. He is a seasoned finance professional and Chartered Accountant with over 28 years of experience in the wealth management. Before founding Claritas Wealth, he held senior leadership roles in reputed institutions which includes 360 One Wealth Management, ING Vysya Bank and JM Morgan Stanley. Throughout his career, Shailendra has worked closely with high-net-worth individuals (HNIs), family offices, and corporate clients, helping them achieve long-term financial goals through structured investment strategies. His expertise spans portfolio management, financial planning, investment advisory, and relationship management, backed by a deep understanding of market dynamics and client needs.
He co-founded Claritas to challenge the conventional wealth model. In most firms, clients, advisors, and owners pull in different directions. Shaliendra wanted to change that, to create a structure where alignment isn’t an afterthought—it’s the core. Real wealth deserves more than intent, it needs clarity.
MEER THAKKER
Co-Founder
With over two decades of expertise in elite private banking and wealth management, Meer is a seasoned financial strategist. He specializes in crafting bespoke financial solutions tailored to meet the unique needs of high-net-worth individuals and families. His holistic approach spans investments, estate planning, tax guidance and legacy management, ensuring a seamless experience for clients navigating complex wealth challenges.
Meer’s career includes tenure with leading wealth management firms such as 360 One Wealth and global private banks like BNP Paribas. He has successfully managed both domestic and international portfolios, serving an extensive clientele comprising high-net-worth residents and Non-Resident Indians (NRIs) across the globe.
Known for his unwavering commitment to simplicity, clarity and transparency, Meer designs financial strategies that are both accessible and highly effective. His ability to address intricate financial challenges with tailored solutions and a client-centric philosophy has earned him a reputation as a trusted advisor in the industry.With a Master’s degree in Financial Management and CFP®, he brings deep expertise to Claritas Wealth — helping shape solutions that reflect our commitment to clarity, customization & long-term value.
PAWAN MUNDHRA
Co-Founder
