Empowering Financial Decisions with
Research Strategy Clarity Confidence Growth
Over 15 years of expertise in wealth management, investment banking, and startup advisory — tailored strategies that drive real growth.
Services
To meet your needs
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CFO, Tax, Payroll, Accounting and Bookkeeping Services
01 Wealth & Investment Management
Wealth & Investment Management
Personalized Investment Strategies
Tailored asset allocation and planning designed to align with your financial goals and time horizons.
Comprehensive Risk Management
We assess your risk tolerance to craft resilient portfolios that balance growth and security.
Tax-Optimized Wealth Solutions
Maximize returns with smart, tax-efficient investment strategies tailored to your financial profile.
02 Portfolio Management & Review
Portfolio Management & Review
Performance Monitoring & Insights
Regular reviews to assess portfolio health, ensure alignment with goals, and track progress.
Strategic Portfolio Rebalancing
Timely adjustments to maintain optimal asset allocation and enhance performance.
Risk-Adjusted Return Analysis
In-depth evaluation of portfolio efficiency using Sharpe ratio and other risk-return metrics.
03 Startup Growth Advisory
Startup Growth Advisory
Fundraising Strategy & Capital Planning
Expert guidance on structuring capital and securing the right investors for sustainable growth.
Scalable Financial Roadmapping
Define clear financial goals, KPIs, and milestones to drive startup scalability.
Business Validation & Due Diligence
Ensure investor readiness through robust business model validation and financial scrutiny.
04 Financial Modeling & Valuation
Financial Modeling & Valuation
Advanced Financial Modeling
Build dynamic, integrated 3-statement models to visualize financial performance and projections.
Startup Valuation Expertise
Accurate startup valuations using DCF, VC method, and market comparables.
Scenario Planning & Risk Simulation
Evaluate outcomes under various conditions with scenario analysis and sensitivity modeling.
Guiding your capital,
Growing your legacy.
Why Choose Citrinewealth?
Expertise. Integrity. Results.
With over 15 years of experience in credit, investment banking, and strategic wealth management, Raja Dutta brings a track record of excellence in helping individuals, startups, and institutions unlock their financial potential.
Our approach combines deep industry knowledge with tailored, data-driven solutions — ensuring every decision is not only strategic, but also sustainable.
We don’t just manage numbers.
We create value, optimize portfolios, and fuel growth.
15+
YEARS OF EXPERIENCE
A proven career built on trust, clarity, and measurable impact.
100+
CLIENTS SERVED
From high-net-worth individuals to early-stage ventures across diverse industries.
20+
Specialized Advisory Network
A growing circle of financial strategists, analysts, and valuation experts — working for your success.
Driven by Principles. Defined by Performance.
Integrity
We uphold the highest standards of honesty and transparency — ensuring every strategy is built on ethical foundations.
Expertise
15+ years of specialized experience in credit, investment banking, and portfolio management — turned into actionable insights.
Trust and Confidentiality
Your trust is non-negotiable. Every engagement is handled with absolute discretion and respect for your financial privacy.
Long-Term Relationships
We go beyond transactions — fostering relationships that grow stronger with every milestone achieved.
Strategic Objectivity
Unbiased, data-backed recommendations tailored to your financial goals, risk profile, and real-world conditions.
Accountability
We stand by our advice. Through ongoing reviews, performance monitoring, and proactive adjustments, we stay aligned with your success.
Testimonials
Those who trust us
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