Conviction Led
Capital Allocation.
Transforming Capital
into Outcomes.

Schedule a Discovery Call Services
156+
Client Families Under Advice
₹4.5 Cr+
Assets Under Advice
20+
HNIs & NRIs Onboard
Institutional research powered by MOFSL
Trusted Brand Partners
HDFC AMC
HDFC ERGO
ICICI Prudential
Kotak Alternate Asset Managers
Abakkus Asset Management
Tata AIA Life Insurance
DSP Mutual Fund
PPFAS Mutual Fund
White Oak Capital
Motilal Oswal Financial Services
HDFC AMC
HDFC ERGO
ICICI Prudential
Kotak Alternate Asset Managers
Abakkus Asset Management
Tata AIA Life Insurance
DSP Mutual Fund
PPFAS Mutual Fund
White Oak Capital
Motilal Oswal Financial Services

About the Firm

Disciplined capital
allocation across
financial lives.

Rockmont Wealth is an exchange regulated investment management firm serving individuals, families, and professionals. Backed by the digital ecosystem of Motilal Oswal Financial Services, we deliver a disciplined, research-driven approach to capital allocation. Our philosophy is anchored in alignment — client interests come first. We do not sell products; we construct portfolios. Every mandate is tailored to the investor's profile, ensuring precision over standardization. From idea generation to execution, our framework integrates research, risk management, and implementation into a single, process-driven system where decisions are governed by discipline, not intuition.

Our practice covers five pillars of financial planning: protection, investments, tax efficiency, retirement, and estate planning.

The Framework

Every engagement is structured around five pillars, calibrated to life stage, risk profile, and long-term capital objectives.

01
Insurance & Risk Planning Protecting income, dependents, and capital before deployment — a non-negotiable precondition to any investment decision.
02
Investment Planning Goal-mapped capital allocation across equity, fixed income, and alternatives — structured by horizon and conviction.
03
Tax Planning Structural optimisation to retain more of what is earned — legally and systematically, across both tax regimes.
04
Retirement Planning Building and transitioning a corpus designed to generate sustainable income through post-working years.
05
Estate Planning Structured, tax-efficient transfer of wealth — ensuring continuity and clarity across generations.

Core Areas of Engagement

Focused capabilities
across markets,
structures, and
long-term outcomes.

Our engagements are structured across six capabilities — each designed for outcome-oriented capital deployment within a broader, integrated financial plan.

Equity & Options Trading
Structured access to equity markets — directional, hedged, and systematic strategies across indices and single stocks.
PMS & HNI Wealth Management
Bespoke portfolio construction for high-net-worth clients — direct ownership, concentrated conviction, full transparency.
Mutual Fund Advisory
Goal-mapped fund allocation across equity, debt, and hybrid categories — research-backed, cost-efficient, systematically reviewed.
Retirement & Goal Planning
Long-horizon capital accumulation frameworks — calibrated to life stage, income trajectory, and targeted corpus outcomes.
Insurance & Tax Optimisation
Integrated risk management and structural tax planning — capital protected, retained, and deployed within a legal framework.
Algorithmic Trading Software
Rules-based, systematic strategy deployment via MOFSL infrastructure — backtested, emotion-free, precision-executed.

Engagement Process

A structured, five-step framework.

The plan precedes execution. Execution precedes review. Every engagement begins with a complete understanding of the client's position.

01
Discovery
Goals, income structure, existing positions, timelines. No commitment required.
02
Financial Audit
Review of savings, liabilities, tax position, insurance coverage, and investment gaps.
03
Plan Construction
Goal-mapped, integrated strategy across all pillars. Delivered within five business days.
04
Implementation
Paperless onboarding. All instruments executed under a single coordinated mandate.
05
Ongoing Review
Quarterly reviews, annual rebalancing, and adjustments triggered by life events.

Leadership

Led by domain expertise.
Executed by a team of
professional managers.

Each engagement is managed by a named professional. There are no intermediary layers, no handoffs, and no delegation of judgment.

We are a team of professional managers. Our role is to structure, allocate, and review capital on behalf of clients — with discipline, consistency, and an unwavering orientation toward outcome.

Atharva Bongade
Atharva Bongade
Founder & Wealth Manager

Atharva founded Rockmont Wealth on the conviction that institutional-grade financial planning should not be the exclusive province of the ultra-wealthy. He is a CFA Level II candidate from the CFA Institute (USA) and holds certifications across equity derivatives, research analysis, mutual fund distribution, and insurance advisory. As an Authorised Person of Motilal Oswal Financial Services, he integrates institutional research depth with direct, accountable client management.

CFA Level II NISM VIII NISM XV NISM VA IRDAI IC38 MOFSL AP

Brand Partner

R W
Motilal Oswal

Backed by the digital
ecosystem of Motilal
Oswal Financial
Services Limited.

Our platform is integrated with the execution, research, and operational infrastructure of Motilal Oswal Financial Services. This enables access to institutional-grade insights, robust transaction systems, and a seamless investment experience across asset classes.

From idea generation to execution, the underlying ecosystem ensures consistency, depth, and reliability in capital deployment.
37+
Years of Research Excellence
₹7L Cr+
Assets Under Advice
2,500+
Branches Pan India
40L+
Customers Served

What the Ecosystem Provides

Best-in-Class Research Coverage of 250+ companies across 20+ sectors — backed by 25+ analysts, with 10% of revenue invested in research generation.
Full Digital Infrastructure Seamless onboarding, paperless KYC, real-time portfolio tracking, and smart order routing — within a unified platform.
Widest Product Suite Mutual funds, PMS, AIF, SIF, bonds, IPOs, insurance, NPS, and US stocks — every instrument under a coordinated framework.
Institutional Trust Infrastructure NSE and BSE member with a 30+ year track record of regulatory compliance and institutional-grade client service.
Algorithmic & Systematic Capabilities API-based execution and backtested strategy deployment — available to sophisticated clients via MOFSL infrastructure.

Client Testimonials

Outcomes reflected
by those we serve.

156 client families served in under four months — built entirely through referrals and demonstrable results, without advertising or solicitation.

"

The planning process was structured and rigorous. For the first time, I had a clear understanding of the relationship between my income, risk exposure, and long-term capital position. Every recommendation had a precise rationale.

Mr. Harsh Singh
Mumbai
Senior Professional, Financial Services
"

What distinguished Rockmont was the complete absence of product bias. The advice was aligned exclusively to our objectives — not to any particular instrument or commission structure. That clarity is rare and genuinely valuable.

Mr. Prashant Deshpande
Pune
Business Owner
"

As a medical professional with irregular income and no employer EPF, my financial requirements are specific. The framework built for my practice accounted for liability exposure, tax efficiency, and corpus construction simultaneously.

Dr. Priyanka Joge
Nagpur
Medical Professional

Investor Insights

Structured thinking
on capital questions.

These represent the most frequently encountered inflection points in a client's financial journey — answered in the language of process, not reassurance.

Speak with an Advisor
How do I know if my current investments are actually working for me?
A well-structured portfolio does more than grow — it works in alignment with your goals, timeline, and risk capacity. At Rockmont, every review begins with a portfolio audit: assessing current allocation, cost efficiency, return attribution, and gaps relative to your objectives. If your portfolio cannot answer the question "why is this here," it requires restructuring.
Is there ever a wrong time to start building a structured financial plan?
There is no ideal income level or corpus size that unlocks serious planning — the right time is the present stage, wherever you are. The cost of delay is measurable: every year without a structured plan is a year of compounding lost. Whether you are early in your career, mid-accumulation, or approaching retirement, the framework adapts to your position. The entry point is your objective — nothing else.
What makes Rockmont different from my existing bank or advisor?
Bank relationship managers operate within internal sales cycles. Distributors are compensated by the products they place. At Rockmont, the engagement is structured entirely around your plan — not a firm's product calendar. All fees and commission structures are disclosed in writing before any instrument is recommended. There is one relationship, one plan, and one point of accountability.
Can Rockmont manage my equity and derivatives exposure professionally?
Yes — within a defined risk management framework. Equity and F&O advisory at Rockmont is governed by position sizing discipline, stop-loss parameters, and risk-reward criteria. It is structured for investors with sufficient risk capital and a clear understanding of leverage. We do not provide speculative tips. Every derivatives position is managed as part of the broader portfolio mandate.
How quickly can I get started, and what does the process look like?
Engagement begins with a 30-minute discovery call — no commitment required. A full financial audit follows, covering savings, liabilities, insurance coverage, tax position, and investment gaps. A comprehensive, goal-mapped plan is delivered within five business days. All implementation is executed digitally via MOFSL infrastructure. No physical paperwork, no delays.

The India Capital Thesis

India presents a structural, multi-decade capital allocation opportunity.

Demographic dividend, digital infrastructure, manufacturing-led growth, and a rising consumption base create compounding tailwinds for disciplined, long-horizon capital deployment.

$4T+
India GDP — 5th largest globally
65%
Population under 35 — sustained consumption engine
12.74%
Nifty 50 CAGR since inception (1995)
Zero
Negative return periods over any 7-year Nifty rolling window

Schedule a Call

Every engagement
begins with a
structured conversation.

A 30-minute discovery call to assess your current financial position, define objectives, and determine whether a formal engagement is the appropriate next step.

Enquiry Form

All information shared is treated as strictly confidential. Enquiries are reviewed within one business day. Investments are subject to market risk. Please read all scheme-related documents carefully.