We Flow
Like A River,
Carving
Our Path
Great teams
don’t just work together,
they evolve together
Our Team
Driven by the same relentless energy as nature, pushing boundaries,
constantly exploring new horizons and challenging the conventional.
Driven by the same relentless energy as nature, pushing boundaries, constantly exploring new horizons and challenging the conventional.
Sadaf Behbahany
Founder
Honoring Legacies, Strengthening Futures
With over two decades in financial services across India and Singapore, Sadaf dedicated her career to guiding families through the complexities of generational transitions. As Founder of The Legacy Custodians, she leads an enterprising team committed to helping families navigate wealth, governance, and relationships with clarity and purpose.
“I believe true success is measured not just in wealth, but in the strength of the bonds that sustain through time. By fostering communication, aligning values, and integrating strategic solutions, we empower families to preserve their legacy with confidence simplicity and unity”
Sharad Mendon
Founder
Redefining Wealth Advisory Excellence
As a founder, Sharad champions simplicity and challenges norms. With 25 years in wealth management, he transitioned from senior product management and business leadership roles to client advisory a decade ago, leading the multi-family office segment in his last assignment. Sharad envisions transforming the advisory landscape in Asia by upholding ethical and transparent practices. He is dedicated to devising straightforward solutions for intricate challenges and believes in taking the path less traveled.
“By aligning the firm’s success with that of discerning families, I find joy in my work, seamlessly integrating it with my family life.”
Sadaf Behbahany
Founder
Redefining Wealth Advisory Excellence
As a founder, Sharad champions simplicity and challenges norms. With 25 years in wealth management, he transitioned from senior product management and business leadership roles to client advisory a decade ago, leading the multi-family office segment in his last assignment. Sharad envisions transforming the advisory landscape in Asia by upholding ethical and transparent practices. He is dedicated to devising straightforward solutions for intricate challenges and believes in taking the path less traveled.
“By aligning the firm's success with that of discerning families, I find joy in my work, seamlessly integrating it with my family life.”
Sharad Mendon
Founder
Honoring Legacies, Strengthening Futures
With over two decades in financial services across India and Singapore, Sadaf dedicated her career to guiding families through the complexities of generational transitions. As Founder of The Legacy Custodians, she leads an enterprising team committed to helping families navigate wealth, governance, and relationships with clarity and purpose.
"I believe true success is measured not just in wealth, but in the strength of the bonds that sustain through time. By fostering communication, aligning values, and integrating strategic solutions, we empower families to preserve their legacy with confidence simplicity and unity”
Jay Shah
Investment Solutions Curator
With experience in advisory and investment research, combining analytics with foresight, the focus is on identifying trends early and crafting disciplined, forward-thinking strategies. Ensuring wealth is not just preserved but strategically elevated for generations. Committed to driving innovation and achieving excellence.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
Viral Gadia
Advisory & Solutions Curator
Finance professional with transformative expertise in advisory services and wealth management. Viral specialises in financial planning, market analysis, client relationships, and innovative strategies. Passionate about empowering clients and families, he delivers tailored solutions while fostering meaningful partnerships. At The Legacy Custodians, our mission is to preserve your legacy, ensuring our clients’ family values guide their financial success and overall wellbeing.
“The best way to predict the future is to create it.”
Priyanka Kulkarni
Service Experience Architect
With rich experience in the financial services industry, I bring key skills in understanding diverse needs and providing tailored solutions. As a strategic service architect, I craft proactive, tech-driven solutions that ensure enduring legacies and client delight. I am committed to building enduring partnerships and elevating the legacy planning experience.
“Success doesn’t come from what you do occasionally, but from what you do consistently.”
Sanay Doshi
Research Curator
With a foundation in managerial economics and mathematics, Sanay blends strategy with analytics to craft investment frameworks where data meets heritage. Bringing a unique perspective, he focuses on transforming complex market insights into actionable intelligence with predictive analytics, embracing automation and emerging trends.
“A balance between old and new, between permanence and change, between tradition and innovation.”
Here, innovation binds tradition and tomorrow.
Aakash Thakkar
Advisory & Solutions Curator
With extensive experience in consulting, product analytics, risk management, and technology-driven wealth solutions, Aakash transitioned into Advisory, working across asset classes, technologies and client relationships. His personalised approach helps families, professionals, and corporates navigate wealth with tailored solutions.
“Wealth is personal, it flourishes through trust, thrives on strong partnerships, and endures across generations.”
Trusted Partnerships, Lasting Impact
Our custodian partners function as the liaison between us and our clients, operating as dedicated family office members to ensure a robust connection of trust and partnership.
Kunal Valia
Research Partner - StatLane
Statlane is SEBI Registered Research Analyst INH000013156. Kunal Valia is a founder and research Analyst at Statlane. He has more than 2 decades of expertise in financial markets and investment product research. Further, he excels in crafting advanced quantitative research strategies and delivering actionable financial insights.
Gary Tiernan
Global Markets Advisor
Gary Tiernan is an international private wealth and family office professional with over three decades of experience supporting clients across Asia, Europe, the Middle East, and the Americas. From bases including Singapore, Switzerland and London, Gary has directly engaged with, and led global and regional teams supporting, wealthy families, individuals and international institutions.
Geeta Ramakrishnan
Ontological Coach
Geeta Ramakrishnan is an ontological coach, focusing on emotional wellness and dedicated to helping individuals overcome limiting beliefs, manage stress, and navigate change with clarity and confidence. Geeta also mentors participants, designed to heal, restore, and reconnect the body, mind, and soul.
Vijayalakshmi Srinivasan
Executive Coach and HR Strategy Consultant
Vijayalakshmi Srinivasan, Founder of Peoplescape Consulting, is a certified Executive Coach and HR Consultant with 22+ years of corporate experience, specializing in leadership, strategy, and empowering individuals to achieve transformational growth.
Concept Communication
Creative Agency
Concept Communications Ltd. is India's No. 1 Financial and IPO agency, based in Mumbai. This legacy Advertising Agency specialises in all kinds of branding and marketing solutions - including ATL, BTL, PR, Media Planning, and Digital Media. Their team of professionals develop digital, offline, and website experiences, working with a variety of clients. They provide innovative and effective branding solutions across a multitude of industries and spheres.
CFO Bridge
CFO Solutions
CFO Bridge: India’s Leading CFO Services Provider Founded in 2012 by Mr. Srinivasan V, CFO Bridge is India’s largest and most trusted CFO services firm. With 40+ seasoned CFO partners, they deliver strategic financial expertise, empowering businesses to drive profitability, enhance governance, and achieve sustainable growth.
Jane BeddalL
Founder of Dovetail Resolutions, LLC
Jane Beddall is the founder of Dovetail Resolutions, LLC. She is a seasoned mediator, consultant, and certified conflict coach. Jane works with legacy families, family enterprises, and family offices to help individuals and families handle communication and conflict more effectively.
With our core values being our north star,
our culture seamlessly stems from the principles of
Innovation
Like the evolving landscapes of nature, we adapt and innovate to create solutions that stand the test of time.Integrity
As unwavering as the mountains, our commitment to honesty and transparency forms the foundation of trust.
Excellence
We pursue excellence with the precision of nature’s finest creations, setting a standard as enduring as the rivers’ flow.Partnership
Rooted in collaboration, our partnerships thrive like interconnected ecosystems, fostering mutual growth and success.
Legacy Custodians Private Limited
CIN Number: U70200MH2024PTC419673
Legacy Custodians Advisory Private Limited
CIN Number: U66309MH2024PTC424520
SEBI Registration Number: INA000019567
Enlistment Number as Investment Adviser (IA)
on BSE Ltd: 2206
Principal Officer: Mr. Sharadkumar Mendon
[email protected]
Compliance Officer and Grievance Officer
(In case of any complaints / grievances / disputes):
Mr. Viral Gadia
Email: [email protected]
Phone: +91-9326916220
Registered office address:
The Business Quarter, Office Suite 618 & 623, 6th Floor,
Tower 2A - North Annex, One World Center, Senapati Bapat Marg, Lower Parel,
Mumbai – 400 030
Status of complaints as of September 30, 2025
Begining of the month: Nil
Received this month: Nil
Resolved during the month: Nil
Reason for pendency: N.A.