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Investment Advisory & Family Office

We understand your financial goals and your desire to create a legacy that lasts for generations to come. This is where our Investment Advisory & Family Office (IA & FO) can step in to provide you well researched and articulated investment advice on your overall portfolio, based on a risk-return profile that helps you grow your wealth further.

Registered under SEBI (Investment Advisers) Regulations 2013, ASK WA - IA & FO is a fee based model where we advise you irrespective of the execution / transaction platform. You are free to work with your existing bankers, advisors, brokers, wealth managers without disturbing the on-going setup.

Our Process

We believe that we are custodians of your wealth and the path it takes in the future, and hence we follow a process that helps us understand your financial interests and objectives, enabling us to formulate a suitable asset allocation to achieve them.

process

As your financial custodians, we believe in following a broad guideline on how to go about your investments. We carefully review all products showcased by multiple providers and analyse whether a considered product fits well in your portfolio. The competitiveness of the product is evaluated and a competitive price is decided upon chosen products. We internally set a performance benchmark for your investments and regularly track the progress of it.

Our Proposition

ASK WA - Investment Advisory & Family Office (IA & FO) consists of two broad services:

Wealth Advisory

Wealth Advisory is a subset of Family Office where we advise on a part of your Financial Portfolio under defined risk-returns principles and a pre-set asset allocation framework. The overall portfolio, consolidated reporting, interaction with other services providers, etc., is managed directly by you.

Family Office

Family Office is a comprehensive engagement platform where we act as your family's personal CFO, managing all aspects of your family's financial well-being ranging from investment management, cash flow and goal setting, performance reporting, global portfolio, insurance, real estate, custody, estate planning, record and book keeping, tax, legal, succession planning, philanthropy, etc. This is delivered through a wide network of both in-house and external experts and service providers.

Services Covered

The Family Office proposition covers a wide range of services that enables us to provide you and your family with holistic financial planning, where we are your single point of contact for all wealth management requirements.

  • Financial Portfolio Management Services - Domestic and Global assets
  • Direct investment opportunities in private companies
  • Estate planning services
  • Report and record keeping / Tax advisory
  • Multi-generational wealth management
  • Risk management and insurance
  • Consolidated performance reporting
  • Real estate advisory

Family Office Structure

Family Office Structure Family Office Structure

The ASK Advantage

  • Knowledgeable

    Established expertise in Capital Markets and Investment Management for over 30 years

  • Experience

    Investment committee with collective experience of more than 100 years across different asset classes

  • Continuity of Relationship

    Owner-manager driven organisation

  • 100% Advisory Centric

    No proprietary trading business

    Access to 'best-in-class' service providers with an 'open architecture'

  • Risk Management

    Focus on detailed due diligence in product selection

    Key objective is capital preservation, not chasing returns

  • Focus on advisory led investment solutions rather than product specific solutions
  • Focus on long-term wealth creation through disciplined investment technique
  • Advice is provided with a complete understanding of all the family assets and liabilities
  • Registered Investment Advisor with SEBI - Process of advice is audited and regulated by SEBI
  • Seamless integration with existing financial service providers of the client
  • Maintain absolute confidentiality with client data

Commission Disclosure