We provide a comprehensive range of financial services, including wealth management, tax planning, estate planning, CFO services, risk management, investment banking, and family office services. Our offerings are tailored to meet the unique needs of each client, ensuring personalized solutions.

• A Centralized Hub: It's a private organization dedicated to managing a family's wealth and assets, providing a "single point of contact" for all financial matters. 
• Holistic Services: Family offices offer a comprehensive range of services beyond investments, including financial planning, tax management, estate planning, philanthropy, and even lifestyle assistance like travel arrangements. 
• Types:
  • Single-Family Office (SFO):Exclusively serves one ultra high networth family.
  • Multi-Family Office (MFO):Serves a small number of different families, pooling their resources and expertise.

BENEFITS:

• Unlocking Business Value: We nurture family businesses and help them to unlock their true potential of goodwill and creating wealth for Promoters.
• Integrated FAMILY ASSETS & Wealth Management:

Entire family assets like Equity portfolios, mutual funds, real estate, precious metals, investments in companies etc. are managed by different different advisors or professionals but no one has the consolidated picture of FAMILY MANAGED ASSETS & WEALTH.

At Tapanshi we managed different advisors and show the overall position of the family wealth and take investment decisions which syncs with family goals and values. This leads to streamlined operations and increased efficiency. 

• Strategic Planning: Offers professional support for long-term wealth building, estate and succession planning, and creating a clear governance structure to ensure seamless wealth transfer across generations. 

• Expert Access: Provides a team of specialists for complex financial situations, from investment management and multi-asset strategies to navigating tax laws and regulatory guidelines. 
• Philanthropy & Legacy:Helps families achieve their philanthropic goals and build a family legacy by managing charitable activities and ensuring future generations are prepared for wealth responsibilities. 
• Privacy & Control:Ensures the confidentiality of sensitive family information and allows for the alignment of interests between the family and its wealth managers, fostering trust and transparency. 

Global Investment Opportunities: Opens doors to diverse investment opportunities and potentially higher returns by professionalizing the management of assets not only in India but Globally.

We take the time to understand each client’s unique circumstances, goals, and challenges. By building deep relationships and gaining a thorough understanding of your financial landscape, we tailor our services to align with your long-term vision, ensuring that our solutions are both relevant and effective.

Our process begins with an in-depth consultation to understand your needs and objectives. Based on this, we develop a customized financial strategy that addresses your specific goals. We then implement and manage this strategy, providing ongoing support and adjustments as needed to ensure optimal results. 
We help families create long term strategic structures so that the family can enjoy wealth over generations.

We prioritize the security and confidentiality of our clients' information. We employ stringent data protection measures and adhere to the highest standards of privacy to ensure that your financial details are safeguarded at all times.

Our fees are based on the specific services provided and the complexity of your financial needs. We offer transparent pricing and will discuss all fees upfront during our initial consultation, ensuring you have a clear understanding of the costs involved.

To get started, simply contact us to schedule an initial consultation. During this meeting, we’ll discuss your needs and how our services can best support your financial goals. From there, we’ll develop a personalized plan and begin working with you to achieve your objectives.