Family Office intelligence for successful Indians—without the ₹1-3 Crore annual cost. We coordinate all your financial advisors so nothing falls through the cracks.
For individuals with ₹50L+ net worth and business owners
You're losing money without knowing it
Of Indian HNIs save less than 20% of post-tax income despite higher wealth aspirations
Surcharge on income above ₹1 Crore requires careful tax planning to avoid overpayment
Annual return reduction from underperforming funds and misaligned asset allocation
Lost annually in penalties, missed opportunities, and tax inefficiencies
These inefficiencies compound over time, potentially costing lakhs of rupees annually depending on portfolio size and income level
Common situations that cost you money and peace of mind
Your CA asks for investment proofs on March 25th. You scramble to find documents, make rushed investments just for tax saving, miss better options that were available in January.
You have 3 health insurance policies (corporate + 2 personal) with overlapping coverage. Paying ₹20,000/year extra for no additional benefit. Nobody told you.
MF distributor suggests equity funds. Stock broker suggests direct equity. Bank RM pushes their PMS. You have no idea if your overall allocation makes sense.
Property generates rental income. Not sure if GST applies. TDS not deducted properly. Discover the issue during ITR filing. Penalties and interest.
Business profits sit in current account earning nothing. Personal savings in regular savings account. No one told you about sweep-in accounts or treasury products.
Found out post-deadline about beneficial new tax regime option, startup deduction you qualified for, or credit you could have claimed. Money left on table.
Focused on compliance and tax filing. Doesn't track investments or insurance. Reactive, not proactive.
Incentivized to sell products. Doesn't know your tax situation or business needs. No view of real estate, gold, other assets.
Commission-driven. May oversell or undersell. Doesn't coordinate with estate plan or tax strategy.
Product pusher. Doesn't know your overall liquidity or investment strategy. Incentivized by bank targets.
Busy running business/career. Don't have time or expertise to coordinate everyone. Things get missed.
Everyone is doing their job. But NO ONE is doing the conductor's job.
Family Office Intelligence, Without the Family Office Cost
A coordination layer that sits above your existing advisors, ensuring they work together seamlessly for your benefit.
We understand the unique complexity of Indian wealth management
We work with your existing trusted advisors OR help you find vetted professionals from our network of Indian financial experts.
For a ₹5 Crore portfolio, just 1.5-2% additional annual return:
These are reference prices only. Actual engagement costs will be determined after a detailed scoping of your specific needs and complexity.
Performance Fee: 15% of measurable savings/gains above baseline (optional)
Performance Fee: 10% of working capital improvements, tax savings (optional)
For someone with ₹50L annual income, ₹3 Cr net worth:
Annual cost: ₹2.4 lakhs (₹20K × 12 months)
Benefits Year 1:
• Tax optimization: ₹3 lakhs saved
• Investment improvement: ₹1.5 lakhs additional return
• Avoided penalties: ₹50,000
Total benefit: ₹5 lakhs
Net gain: ₹2.6 lakhs in Year 1
ROI: 108%
Long-term: Benefits compound as optimizations continue generating returns year after year
We understand Indian concerns about financial privacy
Personal experience of the coordination problem from both sides:
→ As a business owner juggling multiple advisors
→ As an investor managing complex portfolio across asset classes
→ Seeing friends and family make costly mistakes due to lack of orchestration
Antifragile wealth building—not just preservation, but positioned to benefit from volatility and change. Minimalist approach focused on essential optimization, not complexity for its own sake.
Financial planners create a plan once. We ensure it actually happens, coordinate execution across all advisors, and adapt continuously as your life and markets change.
They specialize in one area. No one's job is to optimize your whole picture and coordinate everyone. That's our only job. We're the conductor, not another instrument.
No. We work with your current trusted advisors. We only suggest changes if there's a clear performance or cost issue affecting your wealth.
We need visibility, not control. Read-only access to accounts for tracking and analysis. You retain complete control of all decisions and transactions.
Month-to-month engagement after initial 3-month pilot period. Either party can exit with 30 days notice. No long-term lock-in or penalties.
No. Anyone with ₹50L+ in assets and multiple financial relationships has enough complexity to benefit meaningfully from orchestration.
You've worked hard to build your wealth. You have capable advisors. But no one is making them work together. How much are you leaving on the table?
Free, no-obligation consultation to understand your situation
Book Your 30-Minute Discovery Call