Advice you can trust
Growth you can measure
A SEBI Registered Investment Advisory (RIA) Firm that helps preserve and grow your Wealth using value investing principles.
About the Founder
Credentials you can trust, Performance you can measure.
Varun Srivastava
SEBI Registered Investment Advisor – INA000020448
Varun Srivastava is the Founder of Ledge Advisors. He began his career as a strategist at Goldman Sachs and brings over a decade of experience across the financial services ecosystem.
An alumnus of IIM Ahmedabad and IIT Kharagpur, Varun has held leadership roles across business and product functions at Goldman Sachs, InCred, and Ola. His experience spans key domains within lending, insurance, and investments, where he has helped build and scale high-impact businesses.
Having seen firsthand how distribution-driven wealth management models often lead to conflicts of interest and disappointing client outcomes, Varun founded Ledge Advisors, an investment advisory firm, to offer a transparent and truly aligned approach to wealth creation.
At Ledge, he applies value investing principles to identify broad, undervalued assets – helping clients conservatively compound their long-term wealth.
The Problem We Solve
Investing today is extremely complicated and confusing
Investment Complexity Overload
Equity Categories
Large caps, Mid caps, Small caps
Debt Options
Short Term, Long Term
Bullion
Gold, Silver
The mutual fund industry has created a confusing maze: Value Funds, Contra Funds, Thematic Funds, Sectoral Funds, Hybrid Funds, Fund of Funds, Smart Beta Funds, and International Funds – each adding complexity without improving outcomes.
Our Solution
Ledge Multi Asset Strategy – Simplicity backed by research
Value Investing
Assets should be bought when cheap and sold when expensive. We identify & invest in the cheapest assets & rebalance as valuations change.
Efficient Execution
We use low-cost passive ETFs to implement our views, minimizing fees and maximizing returns for our clients.
Objective & Unbiased
Our advisory model ensures decisions are free from bias & conflicts of interest that plague the industry.
Quantitative Approach
Removes human discretion and bias. Brings robustness and disciplined risk management.
Low Risk
No leverage, no single-stock exposure.
Robust strategy suitable for large allocations.
Our Execution Process
A streamlined, transparent process designed for sophisticated investors
Onboarding
Clients are onboarded with Ledge Advisors for seamless service.
Advisory Fee
We raise the advisory invoice directly to the client with transparent pricing.
Funding
Once funds are credited to client's account, we send email request for trade approval.
Execution
On receiving client consent, the dealer executes the trades in the client's account.
In Association With
Our Client Profile
We serve sophisticated, high-net-worth individuals and professionals from India’s leading institutions
Co-Promoters of Listed Company
Corporate Leadership
CEO of Subsidiary of Listed Company
Executive
MD at Tier-1 Venture Capital Fund
Investment Professional
Partner, Boston Consulting Group
Consulting
Head - Digital Lending & Partnerships at Leading NBFC
Financial Services
Director, Consumer Product, Med-Tech Startup
Technology
Former CFO, Listed Retail Company
Finance
Retd Commander,
Indian Navy
Defense
Ready to Join Our Elite Clientele?
We work with discerning investors who value discipline, transparency, and a long-term approach to wealth creation.
Our advisory services are designed for:
● Individuals seeking financial independence through research-backed investing.
● Professionals and entrepreneurs who prefer simplicity over market noise.
● Families looking to preserve and grow wealth across generations.
●Retirees aiming to safeguard their nest egg while enjoying steady, stress-free growth.
Our Location
Godrej Business Park, Vikhroli
Mumbai, MH 400079
Business Hours
Monday — Saturday
9:00 AM — 7:00 PM
Submit an Inquiry
Share your investment goals and we’ll get back to you within 24 hours
Investment Advisor Registration No: INA000020448
Type of Registration: Individual. Validity of registration: July 4, 2025-Perpetual.
Address
91springboard Vikhroli, Godrej Business District, LBS Marg, Vikhroli West, Mumbai-400079
Corresponding SEBI local office address:
Securities and Exchange Board of India, SEBI Bhavan II, Plot No: C7, “G” Block, Bandra Kurla Complex, Bandra (East), Mumbai-400051.
Contact Information
Principal Officer details:
Mr. Varun Srivastava
- varun@ledgeadvisors.com
- +91 95600 42118
⚠️ Important Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
SEBI Registration: Registration granted by SEBI, enlistment of IA with Exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.