Back Office Solutions For Your Family Office
Safeguarding Your Legacy
Your Backend Support in Family Office Management
Financial Management and Accounting
- Bookkeeping
- Virtual CFO
- Vendor Management
- Receivables Management
- Fixed Assets Management
- Banking Operations
Investment Tracking and Reporting
- Consolidated MIS Reporting
- Budgeting and Funds Forecast
- Investment Tracking and Monitoring
- Investment Records Maintenance
Other Services
- Tax & Regulatory Compliance
- Payroll Management
- Corporate Services
- Audit & Assurance
Investment Tracking & Reporting
Providing Insightful Portfolio Oversight for Strategic Decisions
Consolidated MIS Reporting
Aggregating and analyzing financial and operational data into a unified report to give a holistic view of the performance.
Budgeting and Funds Forecast
Budgeting and Funds Forecast Assisting in creating budgets and forecasting future cash flows to optimize financial strategy and resource allocation.
Investment Tracking and Monitoring
Continuously observing and evaluating investments to ensure alignment with financial goals and risk parameters.
Investment Records Maintenance
Keeping up-to-date meticulous records of transactions and holdings to ensure accuracy and compliance.
Your Central Coordination Hub
Integrated Agency Collaboration
Direct liaison with established agencies associated with family office.
Comprehensive Service Integration
From real estate consulting to HR and IT support, we ensure cohesive collaboration.
Effortless Connectivity
We streamline your interactions, providing a single touchpoint for all agency communications.
Resourceful Network Expansion
Ready to extend our network with new specialists tailored to your needs..
Adaptive Partner Engagement
Engaging with additional advisors and consultants on-demand for bespoke solutions.
Find an office Near You
Other presence
Bangalore
Brigade IRV, 9th & 10th floor, Nallurahalli, Whitefield,
Bangalore – 560 066.
e. [email protected]
Hyderabad
Unit 301, Inani House, Kavuri Hills Madhapur, Phase II,
Hyderabad – 500 033
e. [email protected]