Family Office wealth management in india

Family Office

Family Offices are institutions that provide multi-generational guidance along with a robust and comprehensive outlook towards your wealth enterprise.

Ultra- HNI clients generally demand highly specialized services. Family Offices offer superior expertise on constructing or selecting Alternate Investment portfolios and products. They help in getting rid of mundane tasks and reduce costs in achieving a full balance sheet financial management and investment solution. We know that our clients are in the get-rich business and hence our family office professionals focus on the stay-rich business for them.

What we have to offer to you:

  • A more holistic decision making due to a central financial management centre for your wealth
  • Access to institutional quality talent, fund managers and resources that would be difficult to obtain at an individual level
  • Family transfer of assets, heritage and relationships in a more efficient manner

Family Office Service:

The risk-return management includes identifying risks like Credit, Market and Interest rate risk among others and attempts to minimize them while maintaining the highest possible returns. This also ensures better management of liquidity requirements whenever needed.

Karvy Private Wealth is a division of Karvy Stock Broking Limited having SEBI registration No : INZ000172733; NSDL and CDSL – SEBI Registration No: IN-DP-175-2015; PMS Registration No.: INP000001512.
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