Wealth Counsel exists to help preserve and grow family wealth, across generations!
Wealth Counsel Family Office Services & Boutique Advisory
Wealth Counsel is a boutique advisory and Family Office Services firm run by SEBI-registered investment adviser and Tax & Compliance professionals. We work with promoters/ owners of family businesses and top professionals looking for customised solutions to help manage their personal wealth/ assets. In doing so, we have no vested interests as we have complete alignment of interest with that of our clients.
Wealth Counsel’s proposition can be broadly be divided into two:
Ideal for Owners/ Promoters of Family Businesses
Ideal for Professionals and NRIs
Our primary services include the following:
- preservation and enhancement of family wealth/ assets
- inter-generational wealth transfer or estate planning
- asset allocation, cost optimization, money management
- risk mitigation
- personal taxation
- social responsibility initiatives
Wealth Counsel Edge
Our operating model sets us apart from most of our competition
Any arrangement between the service provider and the client wherein advisor compensation is getting paid by a third party (other than the client being advised) leaves room for conflict of interest. It is most certainly a source of risk to the attainment of client objectives. We promote client-centricity by ensuring complete transparency and by maintaining complete disclosures.
By design, a Family Office takes a holistic view of the family’s financial objectives pertaining to their wealth/ assets, ensuring complete adherence to the mandate given by the family, over a long period of time. While the client family benefits through ‘continuity in endeavours’, we have an opportunity to ‘grow with the client’ – a ‘win-win’ situation.
‘Suitability’ is the key metric used to ascertain the relevance of products and solutions recommended to the clients. An open-architecture helps in going beyond the obvious and ensures that we act in each client’s best interests by recommending what is ‘right’.
A money manager has the fiduciary duty to choose and manage investments in a way that puts clients’ interests first, always. Professional money managers do not receive commissions on transactions; rather, they are paid based on a percentage of assets under management.
Global investing aspirations need to be well founded and should be driven by the extent or quantum of consumption or investment which may be needed to be made in the future – near term or long-term – outside of your home country. Basing one’s decisions on factors like geographical or currency diversification alone, should be avoided.
We strive to leverage our vast network of firms and professionals for the benefit of the businesses owned/ controlled by our client families. Our deep linkages with boutique Investment Banking/ Corporate Finance firms puts us in good stead to respond well to the needs voiced by our client families, from time to time.
- Debt Funding: Fund mobilization through term loans and WC loans
- Equity Funding: Private Equity, Structured Finance
- Stressed Asset Solutions: Debt restructuring, Transaction advisory
- Taxation: Tax planning & advisory, Tax audit & compliance
- Treasury Solutions: Liquidity and Surplus management
Building wealth is a marathon, not a sprint!
Disclaimer: Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.