For Business Owners & CXOs
Aligning personal wealth with the business you built
For entrepreneurs, promoters and senior executives whose personal balance sheet is deeply linked to the business.
When a large share of net worth sits in one enterprise or in equity-linked compensation, personal wealth planning has to reflect that reality — with deliberate diversification, liquidity design and succession clarity.
Speak with RonojitDiversification away from concentration
Structured, tax-aware pathways to build a portfolio outside the business.
ESOP & RSU planning
Vesting-aware planning for cash flow, tax and diversification for CXOs.
Liquidity events
Preparing for and deploying proceeds from partial sales, secondaries or exits.
Succession & continuity
Coordinated conversations on ownership, family and next-generation involvement.
Considering Aligning personal wealth?
Start with a conversation.
A discovery call to understand your goals, cash flow and priorities — with a clear next step by the end of it.
Regulatory Disclosure
Ronojit Gupta operates through CONFI as an AMFI Registered Mutual Fund Distributor (ARN-43867, EUIN-E025657). This communication is intended for investor awareness and information only. It does not constitute investment advice, an offer, a solicitation or a recommendation to buy or sell any security or scheme. CONFI is not a SEBI Registered Investment Adviser.
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing.