Service
Wealth Management
For families with meaningful assets to steward.
Overview
A private-office style engagement covering investments, insurance, tax, cashflow, succession and family governance. Coordinated with your CA and lawyer.
What you get
- Consolidated family balance sheet
- Investment Policy Statement
- Coordination with tax & legal partners
- Quarterly reviews and annual strategy
Frequently asked
What is the typical relationship size?+
Wealth Management engagements begin at a household investable-asset level of ₹2 crore. Below that, our Financial Wellness Framework is often a better fit.
Knowledge Centre
Read the thinking behind wealth management
- Investing & WealthAsset allocation for Indian householdsSplitting equity, debt, gold and real estate by when you need the money, not by last year's returns.
- Investing & WealthSIP maths and the inflation trapWhat your SIP is really worth in today's rupees, and how to size a contribution against a goal.
- Investing & WealthRebalancing without a tax shockCapital gains, exit loads and holding periods to check before you switch a single fund.
Explore wealth management for your situation.
A 30-minute conversation is the best way to know if this is the right fit for you.
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