Value Plus Extends to You

a Warm Welcome!

As the population of HNI and Ultra-HNI

families and entrepreneurs rises, the

need of single entity to manage their

unique and myriad requirements rises.

Asset Protection

and Preservation Legacy and

Multi-Generational

Estate Planning

Tax Saving Strategies

Risk Management

and Insurance Advisory

Cash-Flow Modeling

and Expense Budgeting

Debt and Liquidity

Management

Project Funding

Family Business

Dynamics and

Integration

Retirement and Long-Term Care planning

Family Vision,

Governance and

Succession

Family Office, a unique

concept for HNI and Ultra-

HNI families

Family Office experts make the most out of your finances through

asset allocation, profitability strategy, lower payment on mortgage,

recommending appropriate product from market, adhering to the

Open Architecture Philosophy.

Growth In Business Should never end.

Managing assets is as important as expanding them.

Growth

Proper record of all the investments,

savings and properties

Proper blend of insurance

Risk management

Living Will (for testator in the event

of any mishap)

Death Will (for hassle-free asset transfer

as per testator’s wish and inheritor’s

need in the event of his death)

Safety

One should provide Growth, Safety and

Happiness to his dear ones not as long as

he lives, but as long as they live……

The only thing by which one is judged

ultimately is the condition he leaves

behind for his family.

Value Plus

Wealth Manage

ment

Project Funding

Special Services

Risk Manage

ment

Adhering to the concept of Family Office,

Value Plus provides growth, safety and .

happiness to wealthy families and their

businesses, amidst rapidly

changing economic scenario

and lifestyle.

Growth

Safety

Happiness

Value Plus

Protecting wealth from market

slowdowns, economic crashes,

unpredictable events

and creditors demands sophisticated

management.

Wealth

Growing

Managing

Preserving

Wealth is gained by planning, not by

accident.

A physical file containing all your

original title cleared documents

along with a graphical analysis of

cash inflow/outflow, asset

allocation categorized on the basis

of family, asset class, sector,

country, and many more.

A summary and analysis of investments, and

personal details like living will, death will,

insurance, liquidity, details of lockers and

bank accounts, usernames, passwords, etc.

A soft copy with complete

records on a CD with

software to find and manage

your documents with ease.

Flexibility to contact us (for

information) any time during our

working hours. (Information is provided

only after proper verification and

authentication.)

A safe and easy platform that

provides all the necessary

documents for access and

download.