Helping families with fortunes
create lasting legacies

Because wealth is only one
dimension of what you leave behind.

Free your
bandwidth

Experience lasting
peace of mind

Find a confidante
for life

It is not easy
living with
vast wealth.

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Often, those who strive hard to make a quantum of wealth find themselves underprepared to face the challenges of managing it.

The windfall effect

One cannot predict the moment when the windfall will happen. Managing the aftermath is even more difficult.

Compliance

Taxation and audit rules change all the time. Keeping abreast of them takes more effort for the inexperienced.

Complexity

With vast wealth comes vast emotional churn, which gets in the way of making objective investment decisions.

We believe families with fortunes also need to be looked after.

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You deserve to live well – to pursue ambitions, cultivate pleasures and feel togetherness.

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You deserve solutions customised to cater to the needs of every single family member.

You deserve somebody who sits on your side of the table – somebody you can trust, and with whom you can have complex conversations when needed.

We want to help shorten the distance between

Success and

journeys

Happiness

Preserving, nurturing and enhancing Wise Wealth.

Modes of Engagement

01

Personal Investment Management

INR 10 to 50 Cr portfolio

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02

Multi-family Office

> INR 50 crores portfolio

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03

Single Family Office

> INR 2000 crores asset base

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Independent Services

01

02

Estate, Legacy and Succession Planning

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There's more to billionaires than trips
to space

Wise Wealth

by Rajmohan Krishnan

Know More
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There's more to billionaires than trips to space

Wise Wealth

by Rajmohan Krishnan

Know More

Do you need a Family Office?

Fill out this self-assessment questionnaire to determine if your lifestyle requires a custodian of wealth.

Discover

We stay in the background and focus on the essential.

A caring, familial approach.

Conflict-free, transparent fee-based model.

A single-window approach to all the needs of the client’s family.

Combining strategy with implementation.

Seasoned fund managers and other domain experts who have navigated volatile market cycles. Known for vigilance and forensics.

Buy-side and institutional approach to research and investing.

Get started with a personalised portfolio audit with our expert.
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Get Guidance

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Nurture Wealth
Wisely

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Leave a Lasting
Legacy

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