Tailored wealth management and advisory solutions for high net worth individuals, families, and institutions. Guiding Your
Wealth, Shaping
Your Legacy Discover More

Fiduciary First: Always in your best interest

Discretionary & Advisory Mandates

Access to global, alternative, & impact strategies

Our Distinct Value

Why Partner with Exora Wealth?

At Exora Wealth, we believe robust wealth management is more than just managing portfolios; it’s about crafting legacies, aligning investments with values, and preserving capital across generations. Our fiduciary-first approach, transparent structure, and boutique-level client service distinguish us in a crowded market.

25 +

Years of working
experience

We help small and growing businesses cut carbon, boost credibility, and move forward with confidence.

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Fiduciary Standard

Fiduciary Standard

We always act in your best interest your goals guide every decision.
Transparent Fees

Transparent Fees

The fee structure is clear and competitive, with no hidden costs or surprises.
nstitutional research and personalized service

nstitutional research and personalized service

You receive the insights of large institutions, delivered with personalized care.

Designed for Growth.
Defined by Trust.

Exora

How We Work

Our Client-Centered Process

We believe clarity, rigor, and collaboration lie at the heart of effective wealth management. Here’s how we partner with clients:
  • 01
    Discovery & Goal Setting
    We begin by understanding your financial life, values, legacy objectives, and constraints.
  • 02
    Strategic Design
    We build a bespoke framework asset allocation, risk management, and tax & estate overlay.
  • 03
    Implementation & Execution
    We deploy portfolios with precision, selecting high-conviction ideas across public & private markets.
  • 04
    Monitoring & Reporting
    Transparent, real-time reporting; quarterly reviews; metrics tied to goals.
  • 05
    Ongoing Review & Adaptation
    In dynamic markets and evolving lives, we adjust strategies to stay aligned with your objectives.
Discovery & Goal Setting
Strategic Design
Implementation & Execution
Monitoring & Reporting
Ongoing Review & Adaptation
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our services

Our Core Capabilities

We offer a suite of integrated, high-touch services to address the full spectrum of your wealth needs.

Insurance & Risk Advisory

Protecting What You’ve Built. Preserving What Matters.

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Wealth Management & Investment Advisory

holistic portfolio construction, discretionary mandates

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Private Market & Alternative Investments

Retirement, cash flow, education, legacy planning

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Philanthropy & Impact Investing

Structuring, administration, succession

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Family Office & Institutional Services

Capital gain management, cross-border, tax-efficient design

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Explore our all expertises we offers

View all services

Wealth Management & Advisory

Private Equity & Alternatives

Estate & Legacy Planning

Family Office Solutions

Philanthropy & Impact Investing

Insurance & Risk Advisory

Entrepreneur & Liquidity Planning

Why Choose Exora Wealth?

At Exora Wealth Inc., we combine global expertise with a fiduciary-first approach to deliver disciplined, transparent, and personalized wealth strategies. Every client engagement is built on trust, precision, and long-term value creation.

  • Fiduciary Commitment: Advice guided solely by your best interest.
  • Integrated Expertise: Investment, tax, and estate planning under one framework.
  • Global Perspective: Institutional insight with boutique-level care.
Market Research

Market Research

Businesses that partner with us gain a strategic advantage
Risk Management

Risk Management

Businesses that partner with us gain a strategic advantage
Tax Preparation

Tax Preparation

Businesses that partner with us gain a strategic advantage

Our Export

Trusted guidance for
lasting financial growth.

Stay organized and focused on growth while we handle your day financial record Gravida urna vehicula volutpat velit sed imperdiet.

Mopinder S. Pegany

Chairman

Sarbpreet Singh Aulakh

Managing Director

Gaganjeet Bhullar

Chief Executive Officer

Client Voice

What Our Clients Say

Customer satisfaction

4.9/5

We’ve delivered 56+ projects that help companies generate real results.

Stephen Welch

Satisfied Client

Since partnering with Exora, our portfolio growth has outpaced expectations – with discipline and alignment.

Adeline Wood

Satisfied Client

“They don’t just manage assets – they help us pass on values”

Naomi Violet

Ceo & Founder

“The advice I received from gudfin was practical and actionable. They made complex financial concepts easy to understand, and I now feel empowered to make informed decisions for my business.”

Anna Briggs

General Manager

I had a fantastic experience with Moving Express. Their team was courteous, efficient, and treated my belongings as if they were their own. Moving Express turned what could have been a daunting task into a smooth transition.

Martin Bailey

Advisor

I had a fantastic experience with Moving Express. Their team was courteous, efficient, and treated my belongings as if they were their own. Moving Express turned what could have been a daunting task into a smooth transition.

Alex Zander

Worker

I had a fantastic experience with Moving Express. Their team was courteous, efficient, and treated my belongings as if they were their own. Moving Express turned what could have been a daunting task into a smooth transition.

75 +

We’ve delivered 56+ projects that help companies generate real results.

Customer satisfaction

1500 +

We’ve delivered 56+ projects that help companies generate real results.

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