Complaint Status – September 2024 (As Per SEBI’s Investment Advisers Regulations 2013)
Beginning of the month : 0
Pending at the end of the month : 0
Received during the month : 0
Reasons for pendency : NA
Resolved during the month : 0
Family Business Owners
Entrepreneurs
As an entrepreneur, you may have already created wealth for your family or maybe in the path of doing so. For your journey, you may need an advisor to focus on your wealth protection and wealth creation as you get engrossed in growing your business or planning a liquidity event. While you focus on creating businesses we ensure your financial well-being.
Offshore Investors
As an offshore investor - a family office, a pension fund or any other institutional investor you may have the attractive Indian investment opportunity on your radar. We work as your partner in creating asset class strategies, manager selection policies, an investment policy document, a risk oversight matrix and handhold the complete process as an advisor.
Our Key Differentiators
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- India’s most experienced family office advisory team with hands-on experience in advising over USD 4bn in financial assets across 90 families
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- No internally manufactured products like PMS, Fund-of-Funds, equity broking and asset management
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- No commercial tie-ups with any product providers, fund managers, broking houses, investment banking houses.
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- The team has common work experience of over 7 years which provides our clients continuity & sustainability of our services
Billion USD
Advised
Families
Advised
Years Team
Continuity
Family Office Services
- Family Cashflow & Budgeting
- Investment Planning
- Investment Risk Management
- Estate & Wealth transfer plan
- Nextgen training & education
- Wills & Trust management
- Creating a family constitution
- Structuring a family communication process
- Succession planning
- Creating a formal ‘giving’ plan
- Creating sustainable cash flows
- Impact assessment processes & models
Indian Market Advisory
Our indepth India market experience along with our expertise in asset class modelling and comprehensive manager selection capabilities honed over many years provides the offshore investors a unique knowledge platform to help them create, execute and manage your Indian market strategy.
We can help you in:-
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- Creating the Indian market opportunity profile for you
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- Creating a single or multi asset class investment allocation plan
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- Drafting an investment policy document for your Indian allocation
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- Manager & product selection using our in-house assessment models
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- Structuring a product & portfolio risk management platform
What We Stand For
We firmly believe that there are three building blocks for our family office advisory business :-
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- Firstly we have the Expertise in various domains like investments, family governance, estate planning etc
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- This Expertise has been honed by decades of Experience which allows us to really structure customised solutions for our clients using our vast learning
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- Finally we deliver these solutions on a platform of absolute Integrity by making sure there are no conflicts of interest or any biases
“ We believe that deep Expertise and vast Experience have no value unless they come with absolute levels of Integrity ”
Expertise
Deep expertise in investing, family governance, estate planning.
Experience
Have advised over 80 family offices exclusively as an advisor.
Integrity
No conflicts of interest along with highest levels of transparency.
