Our values
Multi-family office range of services
We offer a gamut of products and services that include proprietary solutions with an inexpensive cost structure.
- Wealth Management and Investment Advisory
- Risk management and insurance
- Taxation
- Next generation education
- Philanthropy
- Financing solutions
- Compliance
- Estate and succession planning
Asset allocation led open architecture model
Our endeavour is to prioritize clients' needs and provide unbiased and independent solutions to match their risk appetite and return requirements
No bias in terms of asset class or asset manager
Product selection process
Step 01
Identify the product
Step 02
Due diligence and research
Step 03
Client Profiling & Suitability
Step 04
Review and monitoring
Consolidated view of investments
Our secure and user friendly reporting platform ensures that clients experience a consolidated view of their relationship across family members and entities.
Sample Report
. SEBI local office address; SEBI Bhavan, Plot Number C4-A, G-Block, Bandra Kurla Complex, Bandra East, Mumbai-400051.