Private Wealth Office

Private Wealth Office for HNI Customers

HNI and Ultra HNI Customers in India need a personal office to manage the family’s income. Since the asset size is large there is a need of professionals who will manage these assets via a private wealth office. Such families may hire private professionals for managing their wealth or they may outsource the work to another organization who dedicatedly manages personal wealth for it HNI clients.

Swaraj Finpro Private Limited is an organization which manages the personal wealth of a HNI client through a Private Wealth Office, where a team of experts offers customized and exclusive services. The main objective of Private Wealth Office is to manage and grow the assets of the HNI clients and systematic transfer to the future generations.

What are the services offered under Private Wealth Office?

  1.  Investment Management Services
  2.  Philanthropic Management
  3.  Life Management and Budgeting
  4.  Business and Financial Advisory
  5.  Estate and Wealth Transfer
  6.  Reporting and Record keeping
  7.  Administrative and Back Office Service
  8.  Tax and Legal Advisory
  9.  Risk Management and Insurance Services
  10.  Audits

The Swaraj Finpro Private Limited Advantage!

In India, HNI and Ultra HNI families want their own office to manage their assets so that the wealth management remains a private affair. Swaraj Finpro Private Limited has a team of dedicated experts who helps these HNI families in setting up their own personal wealth office according to their needs.