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.
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.
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.
ASK WA - Investment Advisory & Family Office (IA & FO) consists of two broad services:
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 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.
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.
Established expertise in Capital Markets and Investment Management for over 30 years
Investment committee with collective experience of more than 100 years across different asset classes
Owner-manager driven organisation
No proprietary trading business Access to 'best-in-class' service providers with an 'open architecture'
Focus on detailed due diligence in product selection Key objective is capital preservation, not chasing returns
