A Family Office, Reimagined

Your Family Office
in India.

We help NRIs manage, protect, and grow their wealth in India through one trusted relationship. Property. Investments. Tax. Compliance. Estate Planning. All coordinated. All under one roof.

Trusted by families in
London·Singapore·New York·Dubai
BUILDWEALTH.IN / FAMILY · MEHTA
Total India Net Worth
₹ 18.42 Cr
+ 6.4% this quarter · Updated today
As of
Jun 08, 2026
Property
42%
Equity & MF
28%
Fixed Income
18%
Other
12%
Properties
4 holdings
Bandra · Pune · Goa · Bengaluru
Investments
₹ 5.21 Cr
12 instruments · 3 advisors
Tax Status
Filed
AY 25-26 · 0 open items
Documents
146 files
Vault · last sync 2h ago
Rental Income
₹ 4.8 L / mo
Verified · on-time
Estate Plan
Active
Will · Trust · Nominees
The NRI Reality

Wealth in India is easy to build. Managing it is another story.

The further you are, the harder it becomes to see clearly, decide quickly, and protect what you've built. We hear these the most.

"My property is managed through relatives."
"My investments are scattered."
"I discover issues only when I visit India."
"My advisors do not communicate with one another."
"I do not know my true India net worth."
"Decisions wait until my next trip home."
The Build Wealth Model

One relationship. Every wealth need.

Build Wealth sits at the center — coordinating every specialist, every document, every decision — so your family receives one clear point of contact.

The Family
Your Household
Coordinated by Build Wealth
Property
Investments
Tax
Legal
Compliance
Insurance
Estate
What We Do

Five mandates. One stewardship.

Each mandate stands alone. Together, they form a single, coordinated relationship for your India-linked wealth.

01

Property

Acquisition oversight, tenant management, rental verification, repairs, and full custodial reporting across cities.

CustodyRentalRepairs
02

Investment Management

A consolidated view of mutual funds, equities, PMS, AIFs and fixed income — with discretionary or advisory mandates.

PortfolioPMS / AIFReporting
03

Tax & Compliance

Annual filings, capital-gains planning, DTAA, FEMA, RBI reporting and repatriation — handled end-to-end.

FilingsDTAAFEMA
04

Legal & Estate Planning

Wills, trusts, succession structures and cross-border continuity — drafted, executed, and quietly maintained.

WillsTrustsSuccession
05

Family Office Services

Concierge for everything from KYC and bank mandates to insurance reviews and household coordination in India.

ConciergeKYCInsurance
The Platform

See your entire India wealth in one place.

A quiet, beautifully-built interface for the things that matter most — paired with a dedicated relationship manager who acts on what you see.

Module

Net Worth

A single, live number — across rupee and foreign-currency views.

Module

Asset Allocation

Property, equity, debt and alternates, mapped to your goals.

Module

Property Holdings

Tenancies, repairs, valuations and rental flows in one ledger.

Module

Documents

Encrypted vault. PAN, OCI, deeds, wills, mandates — always at hand.

Module

Tax Deadlines

Quietly anticipated. Never missed.

Module

Family Reporting

Shared visibility, with permissions you control.

NRI Wealth Score

How healthy is your India wealth?

A confidential 7-minute assessment across custody, tax, liquidity, compliance and estate readiness. Receive a written diagnostic — no sales call required.

  • Private and encrypted
  • Written diagnostic in 48 hours
  • No obligation — ever
Question 2 of 7Custody

Who currently oversees your property in India on a month-to-month basis?

Estimated Wealth Score Preview72/100
Client Stewardship

Quiet outcomes, written down.

All case studies →
Case 01Property Oversight

Recovering rental income leakage across three cities.

A London-based family discovered ₹38 L of underreported and missed rent over four years. We rebuilt the ledger, replaced the local manager, and re-papered every tenancy.

Read the full account
Case 02Consolidation

Twelve advisors, one consolidated view.

A New York family's portfolio sat with twelve unrelated advisors. In ninety days, we consolidated reporting, reduced fees by 41%, and instated a single mandate.

Read the full account
Case 03Estate Planning

Cross-border continuity for a three-generation household.

We structured a will, a private trust, and nominee architecture spanning Singapore, the UK and India — quietly, and entirely in writing.

Read the full account
Case 04Property

Oversight of a Goa villa, from 7,000 miles away.

Quarterly inspections, monsoon-readiness, tenancy renewals, and a transparent ledger — managed without a single trip home.

Read the full account
Why Families Choose Us

Why families trust Build Wealth.

01

Clarity

Written reports. Plain language. Decisions you can explain to your spouse over breakfast.

02

Stewardship

We act as custodians of what your family has built — never as opportunistic intermediaries.

03

Coordination

One point of contact across every specialist, every city, every signature.

04

Continuity

Relationships measured in decades, not engagements. We plan for the next generation, today.

₹1,400 Cr+
Family wealth under stewardship
18 yrs
Average client tenure
100%
Written reporting cadence
A Final Note

Distance should never be a risk to your wealth.

Build Wealth helps families manage, protect, and grow their wealth in India with confidence, clarity, and continuity. We'd be honored to listen.