How Are We Different
Every advisor in a UHNW family’s circle works on the money. The banker manages the portfolio. The CA handles tax. The lawyer structures the trust. The wealth manager allocates assets. All of it essential. None of it addresses the harder questions — the ones about identity, purpose, legacy, and what a family actually wants from its wealth. That is the space Vedicology Advisors occupies.
Most families at a certain level of wealth are well served financially. They have competent professionals managing every dimension of their money. What they rarely have — and what almost no one in their existing advisory circle provides — is someone who works on the human beings holding the wealth.
This page describes the distinction plainly. Not as a claim of superiority, but as a factual difference in what the work involves, what questions it addresses, and what the advisor brings to the conversation.
What a Traditional Advisor Covers
The professionals around a wealthy Indian family typically address a well-defined set of concerns: portfolio allocation, tax structuring, legal compliance, investment mandates, estate planning, and regulatory filings. Private banks, wealth managers, chartered accountants, and family office teams handle this work with considerable expertise.
These are essential functions. A family cannot operate without them. And for the most part, they are well served by the professionals already in their circle.
But there is a boundary to what these professionals can address. Their training, their mandates, and their engagement models are all structured around the money — around managing, protecting, growing, and distributing financial assets. The questions that fall outside that boundary are not financial questions. They are human ones. And they are, in most families, the questions that determine whether wealth endures or fragments across generations.
What We Work On
Vedicology Advisors works on the questions that come after the money is managed.
What does the patriarch actually want from the next twenty years of his life — now that financial security is no longer the organising force? Is the next generation ready to carry the weight of stewardship — not financially, but as human beings? What happens to the family system when the founder steps back from the business he built? How does a couple align on purpose and values when financial pressure is no longer what holds them together? How does a family move from philanthropic intent — the desire to give back — to a functioning institution that outlasts the founding impulse?
These are among the most complicated questions life offers. Wealth does not simplify them. It makes them harder — by removing the external pressures that force most people to confront them, and by adding layers of complexity around identity, legacy, duty, and stewardship that most advisory professionals are not trained to address.
The work spans several areas, each grounded in the specific situations families bring to us:
Succession and leadership transition — not just who takes over, but whether the family has had the conversations it needs to have about who leads, who steps back, and what the founder’s life looks like after.
Family governance — the structures, charters, and decision-making frameworks that hold a family enterprise together across generations, including the ethical and dharmic principles that many Indian families want embedded in their governance.
Conflict within the family — between generations, between siblings, between spouses. Facilitating the conversations the family cannot have on its own, and building structural prevention so the same conflicts do not recur.
The emotional and psychological dimensions of wealth — coaching individuals and couples through the identity questions that inherited wealth, liquidity events, or sudden financial change create. What does it mean to hold wealth you did not earn? What do you strive toward when financial security is no longer the goal?
Next-generation readiness — working directly with heirs on developing identity, purpose, and stewardship capacity independent of the family’s wealth. This work is most valuable between ages 18 and 35, before formal entry into the family enterprise.
Philanthropic strategy and institution-building — guiding families from the desire to give to the reality of running a structured, governed, and impactful charitable institution.
Vedic Astrology, Numerology, and Vastu Shastra — classical decision-support frameworks for evaluating timing, environment, and alignment during major transitions. These are sophisticated systems that serious Indian families have always used and continue to value alongside financial, legal, and strategic counsel.
Every one of these areas addresses something that falls outside the scope of a traditional advisor. Together, they define the practice.
What We Bring to That Conversation
The nature of these questions demands more than a single professional lens. A succession conversation that ignores the emotional dimensions will produce a plan that looks sound on paper and falls apart in practice. A coaching engagement that does not understand the financial realities of the family will remain abstract. A Vedic consultation disconnected from the broader advisory context will lack the integration that makes it genuinely useful.
Praveen Saanker brings several disciplines to each engagement — not as separate services offered from a menu, but as an integrated perspective shaped by decades of practice across each domain:
Over two decades in senior wealth management roles at HSBC and ASK Wealth Advisors — so the financial context of a family’s situation is never abstract. The structures, the instruments, the scale, the regulatory environment — these are understood from the inside, not from textbooks.
A doctorate in clinical psychology — so the human dynamics within a family are not guesswork. When a patriarch says he is ready to step back, the question of whether he actually is — and what will happen to him psychologically when he does — is one this practice is trained to address.
Deep expertise in India’s Vedic sciences — Vedic Astrology, Numerology, and Vastu Shastra — classical frameworks for evaluating timing, naming, and environment that Indian families have relied upon for centuries. These are offered as decision-support tools that complement financial, legal, and strategic counsel, not as predictive services.
The operational experience of having conceived, incorporated, and governed a Section 8 non-profit organisation — the Vedicology Foundation, co-founded with Vandana Praveen, supports orphaned youth across India through scholarships, aftercare, and vocational programmes. When a family asks about philanthropy, the guidance comes from having done it — from writing scholarship criteria, selecting beneficiaries, managing aftercare, and reporting to regulators. Not from theory.
One Practice. Several Disciplines. No Compartments.
The professional path that produces this combination — institutional finance, clinical psychology, classical Vedic scholarship, and NGO governance — is one that very few individuals walk in its entirety. This is not stated as a claim. It is a factual observation about the career trajectory required.
What it means in practice is that these disciplines do not operate in separate compartments. A succession advisory engagement naturally draws on psychological understanding of the family system. A coaching conversation about wealth and identity is informed by two decades of working inside the financial structures that create that wealth. A Vastu consultation for a family’s new residence is conducted by someone who understands what the family is navigating beyond the property itself.
All advisory and coaching work is conducted directly by Praveen Saanker. There is no associate model and no delegation. Engagements are relationship-based rather than transactional, and consultations are available in Chennai and Dubai, and remotely for clients internationally.
If you recognise your family in the questions described on this page — about succession, purpose, governance, philanthropy, or what wealth means for the generation that comes next — we invite you to begin a conversation.