Family Office Services

Created to meet the needs of Ultra High Net-worth Investors, Family Offices function as private wealth management advisory outfits. A Family Office is a comprehensive solution to manage your family’s financial and wealth affairs.

Proposition

Family Office proposition goes much beyond managing wealth. It provides solution for building, preserving and transferring family wealth and legacy. Key highlights of the Family Office are:

  • Your ‘Personal CFO’ with 360 º visibility
  • Work with all your existing bankers and service providers from ‘your side of the table’
  • Open architecture philosophy with access to best in class solutions across the market with no bias
  • Organizational accountability & continuity
  • Independent advice aligned to your interests with benefits of larger institution when required
  • Complete fee transparency
  • Institutional ownership of relationship with sufficient checks and balances
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Service Eligibility

Asset Advisory Services
Financial Assets of Rs. 5 crores and more
Family Office Services
Net Worth of Rs. 1 billion and more
Family Office Services / Family Office Wealth Management in India

Family Office provides a disciplined approach in today’s complex and volatile financial markets which is critical in successfully protecting and growing of wealth.

Ashish Khetan

Ashish Khetan Senior Executive Director - Wealth Management

Jaideep Hansraj

Jaideep Hansraj CEO - Wealth Management & Priority Banking

Oisharya Das

Oisharya Das National Director - Client Relations

Rajesh Iyer

Rajesh Iyer Senior Executive Director- Wealth Management & Head - Investment Advisory & Family Office

Samira Bhargava

Samira Bhargava Head South India – Wealth Management Services

Srikanth Subramanian

Srikanth Subramanian Senior Executive Director - Client Relations & Regional Head - North

Think Tank

Our Wealth Management experts share their views and opinions. Read the articles