01Mandate
Property
Acquisition oversight, tenant management, rental verification, repairs, valuations and full custodial reporting across cities — all without you boarding a plane.
- Tenant onboarding & re-papering
- Monthly rent reconciliation
- Repairs & monsoon-readiness
- Independent valuations
- Society & municipal compliance
02Mandate
Investment Management
A consolidated view of mutual funds, equities, PMS, AIFs and fixed income — managed under a single discretionary or advisory mandate, with quarterly written reviews.
- Consolidated portfolio reporting
- Discretionary or advisory mandate
- PMS / AIF curation
- Fee renegotiation
- Currency-aware reviews
03Mandate
Tax & Compliance
Annual filings, capital-gains planning, DTAA, FEMA and RBI reporting, repatriation — handled end-to-end so nothing is missed and nothing is late.
- Income tax filings (AY)
- DTAA optimisation
- FEMA & RBI compliance
- Repatriation planning
- TDS recovery
04Mandate
Legal & Estate Planning
Wills, trusts, succession structures and cross-border continuity — drafted, executed, and quietly maintained as your family and intentions evolve.
- Wills (single & mirror)
- Private family trusts
- Nominee architecture
- Succession audits
- Cross-border continuity
05Mandate
Family Office Services
Concierge for everything from KYC and bank mandates to insurance reviews, household coordination, and quiet care for the people you've left at home.
- KYC & bank mandates
- Insurance reviews
- Household coordination
- Document vault & access
- Family reporting