Vision and Mission
  • To be the preeminent fee based multi-family office, providing holistic and tailored investment advice to high net-worth individuals and families for long term wealth accumulation and preservation.

Our Origins
  • In 2008 the global financial markets were racked with uncertainty and there was an opportunity in providing financial advice to high net-worth individuals by representing their interests to the Private Banks rather than representing the banks to high net worth families. Furthermore there existed, and continues to exist, a fundamental conflict of interest in the current practice of wealth management worldwide. There is constant pressure on relationship managers in financial institutions to meet underlying targets of fee and revenue generation for the institution, with typically only a secondary focus towards generating a positive return on a client’s investment portfolio. Taurus was officially launched on 10th April 2008 to provide customised financial and wealth advisory services via a model that involved working as the trusted advisor to high net worth families. The Client value proposition of Taurus is simple but powerful - to give best of breed, unbiased advise on the financial assets of our clients. At Taurus we have simply restructured the way the firm is compensated to ensure an alignment of interest between our clients and Taurus. Every client of Taurus pays us a fee for advising them, making them in effect our employer. This ensures that we only have their agenda at the centre of any investment advice and recommendations we make. Since its inception, the firm has impressively grown to a multicultural team of more than 30 and USD 1.7 B of Assets Under Advice in 9 years. The diversity in the team allows us to work with families who are nationals of various countries. Currently, our clients are from and based in Asia, Middle East, Africa and Europe.

About Taurus Dubai
  • Taurus Wealth Advisors Limited, Dubai (TWA DU) was incorporated (Regn. No. 2322) in December 2016 at Dubai International Financial Centre (DIFC) as a subsidiary of Taurus Wealth Advisors Pte. Ltd., Singapore (TWA SG). Following this, TWA DU was granted a Category 4 Financial Services License by the Dubai Financial Services Authority (DFSA).

    In recent years TWA SG has witnessed significant interest from parties based in the Middle East and Africa. It was evident that to effectively cater to this interest and meaningfully grow its Client base beyond Asia, TWA would have to extend its physical presence beyond its headquater in Singapore. Dubai was identified as an effective gateway from which we could leverage the region, while assuring consistent standards of delivery and the service promise that Clients have come to expect from Taurus. Within Dubai, the choice of DIFC as the appropriate location to house TWA DU is to harness DIFC’s transparent and efficient operating environment that complies with global best practices and internationally accepted laws and regulatory processes.

    Services offered by TWA DU

    Regulated by DFSA, TWA DU offers the following services within the scope of the License granted to it –

    • Advisory on Financial Products covering – Shares, Debentures, Warrants, Certificates, Options, Units, Futures and Structured Products
    • Arranging Deals in these Financial Products
    • Advising on Credit and extending support in arranging the same from potential lenders

     

    TWA DU Management and Support Structure

    Mandeep Nalwa, the founder of Taurus Wealth Advisors, is actively involved in the governance, business development and client coverage at TWA DU as the Chairman of its Board.

    Sanjay Uppal, as an Independent Non-Executive Director of the Board, further complements the overall governance of the Business.

    Sudha Wariar, Senior Executive Officer, is responsible for the day to day management of TWA DU.

    So as to ensure that investment advisory extended to Clients adequately reflects the structured approach, and expertise that Taurus has established over a number of years, Investment Counsellors at TWA SG actively support TWA DU Financial Advisors in extending customized coverage for its Clients through detailed analysis and advice that is tailored to the specific needs of Clients.

    TWA DU also actively leverages the operational and technological capacity of TWA SG to service its Clients and in affording Clients a consolidated analytical view of their positions as held across multiple banks. For active engagement of the governance and compliance resources at TWA SG in the management of TWA DU, best in class third party service providers have been engaged at DIFC for day to day compliance, secretarial and audit requirements.

Leadership Team
  • Founder
    Mandeep Nalwa
    Founder
    Chief Executive Officer
    Managing Director
    Yash Mishra
    Managing Director
    Head of Private Clients
    Chief Operating Officer
    Mithun Ghosh
    Chief Operating Officer
    Managing Director
    Kelvin Wong
    Managing Director
    Head Of Compliance
    Executive Director
    Hema Mathur
    Executive Director
    Client Investments
    Executive Director
    Sameer Bhatia
    Executive Director
    Client Investments
    Executive Director
    Hrishikesh Unni
    Executive Director
    Client Investments
    Director
    Ashley Tan
    Director
    Head of Operations
    Executive Director
    Michael Preiss
    Executive Director
    Client Investments
    Director
    Nirman Chhabra
    Director
    Investment Manager
    Senior Executive Officer
    Sudha Wariar
    Senior Executive Officer
    Managing Director
    Ajay Kapoor
    Managing Director
    Client Investments
    Executive Director
    Amro Radwan
    Executive Director
    Client Investments

Board of Directors
  • Founder
    Mandeep Nalwa
    Founder
    Chief Executive Officer
    Managing Director
    Yash Mishra
    Managing Director
    Head of Private Clients
    Non-Executive Director
    Sanjay Uppal
    Non-Executive Director
    Non-Executive Director
    Rajit Punshi
    Non-Executive Director