Family Office
A family office is essentially a private office that serves as a central hub, delivering comprehensive services to a family. Its purpose is to assist the family in navigating the complexities of their lives. This includes growing their financial wealth, supporting long-term goals, managing various family needs, and facilitating coordination across all their endeavors with a unified approach.
One crucial role of a family office is to educate the next generations on wealth handling and management.
Family Office services are well suited for clients with portfolio of 50 crores and above.
Wealth Management
- Identifying investment opportunities for family surplus funds
- Investment strategy & Ideal Asset allocation
- Comprehensive Investment Policy Charter
Estate & Succession planning structures
Protecting family foundation and insurance
Tax Planning
Corporate services
Financial Assets aggregation
- Asset register
- Tech based reporting
Business advisory – through external experts
- Business valuation
- Loan against shares / Properties
- Investment bankers - QIP, Equity, Debt
- Forex and Commodity
