Significant wealth offers tremendous opportunity, but with opportunity comes complexity and challenges: managing expectations of family members; protection, preservation and transfer of wealth in the most tax efficient manner; succession planning; wills and trusts; children and much more.

ASK's Family Office works exclusively with wealthy families to efficiently solve these challenges.

Most wealthy families tend to have a piece-meal approach to managing their wealth and planning for the future

• Investment decisions are taken ad-hoc and not based on holistic financial planning
• Valuable time is spent interacting and monitoring multiple financial advisors / private bankers / brokers on various investment products. Most of them have a myopic view of your overall needs
• Chartered accountants are separately engaged for tax planning, filing returns or corporate advisory
• Investment Banks are engaged for corporate finance and private equity
• Lawyers for trust / wills and conflict management within the family

Unlike traditional wealth management firms, our strategy is simple: collaboration. We work with your professional advisors be it wealth advisors, chartered accountants, private bankers, brokers etc. to identify appropriate solutions and provide valuable ongoing management on a holistic basis.

ASK's Family Office sits directly on your side of the table in that we are open to using any professional product, service or solution anywhere and not financially incented to use one over another. Our only goal is to find and integrate the optimal combination of advice and solutions, whatever they may be, for each client’s unique situation.

• Manages nearly all the investments & trusts of the family
• Integrates objectives like investment return, tax & legal, wealth transfer, philanthropy amongst others into a single comprehensive family strategy
• Assumes role of a personal CFO / "financial family doctor"
• All financial & related services provided "under one roof"
• Assists in selecting appropriate service providers – Private Banks, Brokers, Chartered accountants, Tax consultants, Trust Administrators, Real estate companies, Investment bank and Private Equity firms– that can best meet your needs

• 24 X 7 web access to family office clients
• Quarterly consolidated reports for comprehensive portfolio view
• Access to full resources of the Group, resources that are usually reserved for some of India's and world's leading institutional investors

• Knowledgeable:
  Established expertise in Capital markets & Investment Management over 25 years.
  
  
• Experience:
  Investment committee with collective experience of more than 100 years across asset classes.
  
  
• Continuty of relationship:
  Owner-Manager driven organization.
  
  
• 100% advisory centric:
  No proprietary trading business.
  
  
• High level of Personalization:
  Quarterly portfolio review by ASKWA Investment Committee & Direct CEO interaction & oversight.
  
  
• Customization:
  Access to "best in class" service providers with an 'open architecture'.
  
  
• Niche player:
  Focus on Wealth Advisory solutions.
  
  
• Independent structure:
  Allows greater flexibility that others may not match.