About Us

Aureus Wealth LLP is a boutique wealth management firm working closely with its clients for over a decade to help them achieve their financial goals. The firm distributes a range of financial products to suit the individual needs of their clients. What sets Aureus apart is that each client’s portfolio is profiled and handled personally by the partners themselves.

Our Story

Aureus Wealth LLP was promoted in 2012 by two private wealth managers who wanted the freedom to be able to manage their client’s wealth without the revenue-generating pressures that usually come with being part of a large established financial organization. With this in mind, they set up the firm with a mission to protect and grow the assets entrusted by their clients over the long term. Over the past decade, they have witnessed substantial growth in AUM and have long-standing relationships which have been nurtured over time.

Our Experience

Our partners have over 25 years of experience each in the private wealth space. Having individually worked in the areas of banking, fixed income, and mutual fund distribution they possess a clear understanding of markets, products, and the risks involved in navigating changing business cycles.

Our Investment Philosophy

To provide clients with wealth conservation for them and their successors by offering them long-term stable investment strategies which are value protective, yet growth-oriented in nature. The partners endeavor to treat the monies entrusted to them by their clients with the same care, and level of commitment that they would apply to their own personal investments. The foremost focus is to safeguard the capital and then endeavor to meet the financial goals with minimum risk.

Our Vision

To build a brand that is respected for “doing what is right for the client”. To be partners in their client’s wealth creation journey and to help them plan wealth transfer to their next generations. To maintain relationships over the long term with the highest standards of integrity, professionalism, and confidentiality in their dealings.

Partners

MINOO ENGINEER

Partner

Minoo Engineer is the founding partner at Aureus Wealth LLP. He keenly follows the global market trends and is respected for his views, especially on the debt markets which he tracks closely. He was previously Vice President & member of the management & investment committee at EFG Wealth Management India – a subsidiary of EFG Bank – a boutique Swiss private bank. Prior to that Minoo was with Stratcap Securities where he was instrumental in setting up the mutual fund desk and providing management support in overseeing the functioning of branches. He also briefly worked with Tata Finance where he mobilized fixed deposits from high-net-worth individuals.

An avid traveler and a foodie. Minoo holds an MBA in International Business & Finance from the Regent’s University of London.

Mail: minoo.aureus@yahoo.com

ASHEISH SURTI

Partner

Asheish Surti is the founding partner at Aureus Wealth LLP. Prior to starting Aureus, Asheish was Vice President at EFG Wealth Management India, a subsidiary of EFG Bank – a boutique Swiss Private Bank where she was instrumental in setting up and developing the private wealth business. She also worked with Stratcap Securities and had a successful stint at American Express Bank, where she was part of the Liabilities team handling a wide range of HNI, trusts, and MSME clients.

A people person with a keen interest in design, Asheish holds a Masters in Marketing Management from the Jamnalal Bajaj Institute of Management Studies.

Mail: asheish.aureus@yahoo.com