GIFT City FundsIf a family has just sold a company, they do not require another relationship manager. It needs a small institution: investment policy, tax calendar, filing the will,..
Category: Private Wealth Management
As wealth grows, the questions change. It is less about which single fund to buy and more about structure: who manages the family’s assets, how they pass to the next generation, and how business and personal wealth are kept apart. Private wealth management brings these threads together for HNI families and business owners.
This category covers the structures and services HNI families ask us about most. You will find a guide to multi family offices, including typical services, fees and how to choose one; an explainer on creating a family trust in India, with the trust deed and tax rules; an overview of alternative investment fund managers in India; and the essentials of company wealth management in India. Each article is written to help you ask better questions before you commit to a structure or a manager.
Wealth Munshi is an AMFI-registered mutual fund distributor (ARN 141775) and an APMI-registered PMS distributor (APRN08827), based in Hyderabad. Through our private wealth management service, we help HNI and NRI families access portfolio management services and alternative investment funds where suitable.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. PMS and AIF products carry their own risks and minimum investment rules, and past performance does not indicate future returns.
Family Trust in India: Creation, Deed & Tax Rules
A will speaks after death.” A trust can hold and manage assets during the family’s lifetime. This difference is the reason why the searches for family trust..
Essentials of Company Wealth Management in India
A few good years had resulted in a hefty cash surplus for a mid-sized manufacturing company in Pune. The promoter’s family also had personal investments in mutual..
11 Facts on Alternative Investment Fund Managers in India
Rajesh, a technology entrepreneur who recently completed a large secondary sale, sat down with his family office advisor to review allocation options. The portfolio already had a..