You have worked hard to earn your wealth, now make it work hard for you.

Our Personal CFO service is designed to cater to Senior Professionals and NRIs, offering them deep engagement in wealth preservation and enhancement over a long period of time.

Role of a Personal CFO

  • Represents the family to the external world of personal financial services
  • Acts as the family’s sounding board and facilitates decision making
  • Matches family’s financial aspirations and objectives with its financial resources
  • Provides data-backed analysis of likely outcomes while allocating family resources towards achievement of its stated, long term aspirations
  • Strives to mitigate risks
  • Is unbiased in its approach as there are no vested interests, whatsoever
  • Does not receive any commissions on transactions, rather, gets paid a retainer fee

 

The Need for Personal CFO

Large and growing pool of personal wealth/ assets merit a structured approach to manage it, requiring substantial time and specific skills to be able to do so. More often than not, investors chase ideas and investment opportunities reactively, without a plan, thereby producing sub-optimal results. This is where a Personal CFO can prove to be a highly relevant and reliable service, offering customised solutions, tailored to the needs of the family being served, taking into account their specific circumstances. Because within a family, the needs of a teenager are very different from an octogenarian, for instance, and it is crucial to identify the needs of and establishing a plan for each of the family members effectively.

A robust process to personal finance advisory should leave no room for conflict of interest, thereby putting at risk the attainment of client objectives. Professional money managers do not receive commissions on transactions; rather, they are paid based on a percentage of assets under management. Based on the client family’s unique requirements, the advisor should be able to make available relevant expertise to the table. This is precisely what a Personal CFO is designed to achieve.

“An investor’s worst enemy is likely to be himself”…..Benjamin Graham