Family-Investment-Fund-Advisory
                     Family Investment 
Fund Advisory
Sophisticated investment governance solutions for business 
families, HNIs, and UHNIs seeking structured, compliant wealth 
management in India.
Comprehensive Advisory Solutions
We provide end-to-end support for structuring, managing, and governing family-owned investment vehicles with precision 
and discretion.
Fund Structuring Regulatory Compliance
Tailored vehicle design aligned with family objectives and Seamless navigation of SEBI guidelines and legal 
Indian regulatory frameworks. requirements for family investment funds.
Investment Strategy Risk Management
Professional asset allocation and portfolio management Comprehensive risk assessment and mitigation 
designed for long-term wealth preservation. strategies safeguarding family capital.
Why Choose Our Advisory
Legacy & Expertise
Our approach combines decades of legacy with deep multi-
disciplinary expertise across legal, tax, investment, and 
governance domains.
We ensure seamless alignment between family objectives and 
professional investment governance standards.
• Tax efficiency optimization
• Generational wealth transfer planning
• Professional governance frameworks
• Confidential family office integration
Begin Your Wealth 
Management Journey
Discover how a Family Investment Fund can transform your 
approach to wealth preservation and growth.