Investment
Advisors
- Personalized Family Office Services
- Help you get clarity on all your personal financial objectives and needs
- Take a wholistic approach to your finances while built on a foundation of strong process
- Identify strategies for succession and transfer of wealth
- Arrange for Liquidity against real and financial assets
- Focus building efficiencies in costs and taxes
We follow a meticulous advisory process which begins with Understanding your needs and objectives based on which we Design a unique investment plan based on the specific needs of the client. We then Propose our understanding and plan to the client and based on feedback we jointly arrive at a plan which is carefully Implemented after considering multiple factors. Once the plan in implemented we constantly Monitor the portfolio in the context of the client situation and changing market conditions. On a periodic basis we Review the portfolio with you and take course correction if required. This is then an Ongoing Process
What makes us capable?
- Seasoned experienced professionals with about 40 years of combined experience in the largest global organizations
- Specialized, Focused and Nimble organization focused on clients needs
- Independent unbiased advice
- Part of a larger ecosystem designed to protect client's interest
- Work with a select set of families across India
Family Office Service
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Estate
Planners -
Real Estate
Service Provider -
Banks & Financial
Institutions -
Other
Agencies
Family Office Service
Family office services involves a comprehensive advisory on your overall financial requirements from managing investments in India and Overseas, taxes and succession planning. We also involve domain specialists where required to handle complex issues. Some of the key benefits of using a family office are
- Help prepare a Family Charter and a comprehensive Investment Policy Statement
- Consolidated Reporting of investments through multiple agencies and distributors
- Provide wholistic advice based on the overall portfolio and pre-defined strategies
- Tax efficiency is one of the key considerations while evaluating the portfolio
- Advice provided across assets including but not limited to Listed Equities, Mutual Funds, Bonds, Unlisted Equities
- Aligns the advisor to the client by aligning the renumeration model
Access to products
Wide Range of Investment products which can be used to customize every need
Wealth Preservation
Government Bonds
Corporate Bonds
Corporate Fixed Deposits
Debt Mutual Funds
Money Market Funds
Flexible Strategies
Income Yielding Real Estate
Mezzanine Capital Strategies
Capital Appreciation
Direct Equities
Equity Mutual Funds
Portfolio Management Schemes
Growth Real Estate
Private Equity
Initial Public Offerings
Exchange Traded Funds (ETF)
Thematic Strategies
Detailed Reporting and Monitoring
Detailed reports available online captures portfolio performance at various metrics.
This also helps monitoring portfolios enabling timely action and execution
“Investment in securities market is subject to market risks. Read all the related documents carefully before investing.”
Compliance Audit Report