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Our Services We focus on goal-based investments At Marigold Wealth we specialise in goal-based investing for families and individuals.
Whether you are investing for retirement, a child’s higher education, a wedding,
or other life milestones, we create personalised investment plans that prioritise
long-term wealth creation, disciplined asset allocation, and prudent risk management,
ensuring your portfolio stays aligned with your objectives through every stage of life. Contact us Our Services We focus on goal-based investments At Marigold Wealth we specialise in goal-based investing for families and individuals.
Whether you are investing for retirement, a child’s higher education, a wedding,
or other life milestones, we create personalised investment plans that prioritise
long-term wealth creation, disciplined asset allocation, and prudent risk management,
ensuring your portfolio stays aligned with your objectives through every stage of life. Contact us
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+91 81260 52802

Empowering your Wealth

Expert strategies for every stage of life.

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About Marigold Wealth

Built on Experience. Guided by Trust

Marigold Wealth was founded in 2022 by Arvind Datta, a seasoned financial professional with over 30 years of experience in banking and financial services across India and the UAE.

Arvind has held senior roles with leading global and Indian institutions including HDFC Bank, Citibank, First Abu Dhabi Bank, and Noor Bank, bringing deep expertise across multiple facets of financial services. His professional background spans Risk Management, Credit Underwriting, Credit Policy, Regulatory Compliance, Wealth Management, Data Analytics, and Debt Collection, providing him with a comprehensive and well-rounded perspective on managing money and risk.



He holds an MBA in Finance from the Faculty of Management Studies (FMS), University of Delhi, one of India’s premier business schools. This strong academic foundation, combined with extensive hands-on experience in both domestic and international markets, enables a disciplined, analytical, and client-centric approach to wealth management.

At Marigold Wealth we specialise in goal‑based investing for families and individuals. Whether you are investing for retirement, a child’s higher education, a wedding, or other life milestones, we create personalised investment plans that prioritise long‑term wealth creation, disciplined asset allocation, and prudent risk management, ensuring your portfolio stays aligned with your objectives through every stage of life.




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Our Mission

Marigold Wealth's mission is to provide personalized, holistic financial solutions that foster long-term wealth creation and help clients achieve life’s milestones, built on trust, integrity, and confidence.

Our Vision

At Marigold Wealth, we are dedicated to guiding individuals and families on a transformative journey to financial success, empowering them to build lasting wealth and achieve their aspirations.

Our Offerings


We provide a comprehensive range of investment and protection solutions tailored to meet individual and corporate financial goals.
Mutual Funds

General Insurance & Life Insurance
Corporate Fixed Deposits
RBI Bonds, Corporate Bonds, 54EC Bonds

Our Core Values


At Marigold Wealth, our approach to wealth management is rooted in principles that guide every decision we make and every relationship we build. These values define how we serve our clients and safeguard their long-term interests.
Client Centricity

We place our clients at the heart of everything we do. By deeply understanding individual goals, aspirations, and risk profiles, we design personalized financial solutions that are aligned with each client’s unique life journey.

Transparency and Integrity

Trust is built through honesty. We operate with complete transparency on risks, costs, and potential outcomes, while upholding the highest standards of ethics and integrity in all client interactions.

Education and Empowerment

We believe informed investors make better decisions. Through continuous education and clear communication, we empower clients to understand their investments and participate confidently in their wealth creation journey.

Risk Management

Protecting capital is as important as growing it. We follow a disciplined approach to risk assessment and mitigation, ensuring portfolios are structured to withstand market volatility while pursuing consistent, sustainable returns.

Long-Term Vision

We focus on building enduring wealth, not chasing short-term trends. Our strategies are designed to balance present opportunities with long-term financial security, helping clients build wealth that lasts across generations.

Relationship Building

We value long-term partnerships over transactions. By fostering open communication, mutual respect, and proactive engagement, we build lasting relationships based on trust and confidence.