Family Office
A family office is essentially a private office that serves as a central hub, delivering comprehensive services to a family. Its purpose is to assist the family in navigating the complexities of their lives. This includes growing their financial wealth, supporting long-term goals, managing various family needs, and facilitating coordination across all their endeavors with a unified approach.
One crucial role of a family office is to educate the next generations on wealth handling and management.
Family Office services are well suited for clients with portfolio of 50 crores and above.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes.
We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor | ARN-176981 | Date of Initial Registration: 16/03/2021 | Current Validity: 15/03/2027
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