Preserving Wealth Through Generations

Preserving Wealth

Family Office proposition goes much beyond managing wealth. It provides solution for building, preserving and transferring family wealth and legacy. Key highlights of the Family Office are:

• Your ‘Personal CFO’ with 360 º visibility

• Work with all your existing bankers and service providers from ‘your side of the table’

• Open architecture philosophy with access to best in class solutions across the market with no bias

• Organizational accountability & continuity

• Independent advice aligned to your interests

• Complete fee transparency

Our Holistic Approach

Family Office Services

Family Offices function as private wealth management advisory outfits. A Family Office is a comprehensive solution to manage your family’s financial and wealth affairs.

Our services for Business Families and HNIs (High Networth Individuals) are a reflection of our broad range of expertise and a symbol of our commitment toward protection, growth & sustenance of our client assets & well being.

Your Wealth has a long history.

Make sure it has a great future.

Range of Services

Our comprehensive and integrated approach helps Entrepreneurial families and HNI structure their wealth and preserve it for future generations. We partner with our clients to identify opportunities and manage risks at an early stage.

• Wealth Advisory and Investment Services

• Financial Planning & Risk Management

• Retirement Planning

• Tax Optimising Investment Solutions

• Consolidated Reporting

• Succession Planning

• Insurance Planning

• Trust Planning Services

• End-to-End Real Estate Solutions

•Cross border Investments & Transactions

• Investment Banking & Capital Raising for Entrepreneurs Diverse range of services :

Wealth management has evolved from a limited role, which is opportunistic and event-driven to that of a more structured diversified and planned science. Challenging questions Entreprenuers and HNIs face today are:

• How can I preserve & sustain my family’s wealth? • Where & when Should I Invest?

• How much should I diversify across various asset classes?

• Are Equities(Stocks) safe to invest in ? Should I put all my money in Real Estate? • How much returns can I expect? What should be the Goal?

• How long should I Hold on to these Investments?

• What happens when the economy slows or Markets Crash? • What are the Risks that I face?

• What are the tax implications? ....and Many other questions.

Wealth Management

Services

The Wealth Advisory Role

Major Asset Classes

Bonds Equities (Stocks) Commodities Real Estate

Equity Mutual Funds Bond/ Income Funds High-Dividend Yield Funds

Investment Vehicles

Strategic Asset Allocation: Based on a client Risk Profile & Goals, this aims to build a strong

foundation for the portfolio construction and plays an important role in determining long-term

performance of a portfolio.

Tactical Allocation: This strategy plays an important role in manoeuvring the portfolio in volatile markets and taking advantage of market movements in planned and structured manner over the short-to-medium term.

Comprehensive Investment Process

Asset Allocation Process

Asset Allocation is the process of deciding how to distribute wealth among various asset classes and sectors. Asset classes have fluctuating returns and correlations over different time horizons. No one asset class tends to outperform others consistently. Therefore, it is critical to diversify and adapt your portfolio to the dynamic investment climate. Asset Allocation is known to contribute to more than 90% of portfolio performance.

Strategic & Tactical Allocation

Asset allocation process is based on a Nobel Prize Winning Study conducted by Brinson & Beebower. The study has proven to be revolutionary for the Financial Planning & Wealth Management Industry. It is estimated that more than $10 trillion globally is guided through various asset allocation strategies

Performance evaluation & review of Needs based on situation and market analysis

Defining Client Goals and/or Absolute Return Targets towards achieving aspirations/needs IDENTIFY NEEDS AND ASPIRATIONS INVESTMENT POLICY STATEMENT ASSET ALLOCATION MANAGER/ STRATEGY SELECTION MONITORING AND REVIEW Achieving balance between return, safety & liquidity

Asset Allocation customized to meet Investment Policy Statement guidelines Strategy/Product Selection from

traditional strategies/products, unique private market solutions

Asset Allocation

Risk

Management

“Turmoils & Volatility in Financial markets shows that structuring and managing wealth today

is a difficult challenge. To preserve your assets in the Long term, you have to anticipate

Need For Succession Planning

Estate Planning is the process of arranging and planning your succession and financial affairs. Estate Planning Services ensure the management of your Estate during and beyond your lifetime and plan your legacy.

Proposition

Estate Planning Services:

Advise on the structuring of an Estate Plan for the benefit of future generations and management and administration of the Estate during and post life.

Advisory

Facilitating drafting of Wills, Trust Deeds and ancillary documents tailored to specific family needs

Drafting &

Execution

Acting as a Corporate Trustee for administration and distribution of the Estate

Trusteeship

Executorship

Providing safe custody for all the movable assets viz. jewellery, paintings, etc. and title documents of various properties

Safe Custody

Mobile: +91 99459 43310 Email: [email protected]

Strategic Partners

Mr. Mazhar Ali Khan has a cumulative of more than 20 years experience in the areas of Investment Advisory, Wealth Management & Private Banking. Has a Degree in Economics with specialisation in Finance from Bethany College, USA & MBA in Investment Management from

ISBM, India.

Has worked in various capacities in the areas of Research Analysis, Relationship Management and Specialised Investment

Advisory and therefore understands client needs from a unique perspective.

His professional association has been with some leading Global Investment firms & Banks such as JM Morgan Stanley,

HSBC & Deutsche Bank. Previous engagement has been with

Deutsche Bank Private Wealth Management as Director, Investment Advisory Group, has advised clients with

assets of more than $500 million with a prime goal – ‘Client Interest First’. Has

played a leading role in building & constructing Multi-Asset Class portfolios

for the high-end private banking clients with a focus on $ 5 Million plus portfolios.

Through close monitoring & strategising he has steered client portfolios over

many market cycles successfully.

Director & Founder