Madhuvan Multi Family Office Solutions

We offer multi-generational wealth advice designed to create greater synergy; by linking every facet of financial life of an individual and business owning families. The result brings simplicity and therefore greater time and energy at family members’ disposal, to concentrate on their other priorities.

What We Bring

Madhuvan Group envisaged in 1995, has today evolved as a front- runner ‘One-Stop-Shop’ for judicious financial solutions. Founded by a team of seasoned chartered accountants, the firm has over the years added a series of milestones in wealth management practices under different group companies.

With the decades of experience in advising Corporates, UHNI families and Individuals, we have carved a niche for ourselves. Our experience and expertise makes a very strong case; as it comes from a very rich and diverse pool of professionals and business verticals with-in our Group Companies.

How We Do

Utilizing the depth and experience of our firm, we help our clients navigate through a broad array of challenging issues. Our work begins with understanding unique circumstances of every client and considering all the possibilities. With a careful and thoughtful approach, we collaborate with our existing advisors and other outside experts to ensure a well-coordinated and personalized plan. From financial and estate planning to investment management, we are dedicated to performing as your family office and delivering comprehensive, sophisticated wealth services today and for generations to come.

Investment Management and Oversight
  • Taxable & Tax-Exempt Fixed Income
  • Liquidity Management and Advisory
  • Customized Equity Portfolios
  • AIF & PMS Products
  • Aggregation and reporting of Investment
Financial and Estate Plan
  • Cash Flow Analysis and Budgeting
  • Statement of Assets and Liability
  • Evaluation of the overall Financial Situation
  • Determining Risk Profile and Investment Horizons
  • Asset Allocation-Determining mix between Capital Market and Non-Capital Market
  • Retirement Planning
  • Child Education Planning
  • Implementation of Plan & Review
  • Stock and Option- Advice and Strategy
  • Estate Plan Document Review and Advisory
  • Development and coordination of estate plans for all family members
  • Setting up of Required Entities for Estate Planning
  • Gifting Strategies
Fiduciary Services
  • Trust Management
  • Estate Administration
  • Custodial Services & Safekeeping
Family Services
  • Family Meeting - Mission & Values
  • Family Bank & Intra Family Loans
  • Family Business Advisory
  • Next Generation Education and Engagement
Tax Planning & Compliance
  • Tax Advice and Management
  • Income Tax Return & Compliance
Insurance & Risk Management
  • Advice & Oversight
  • Life
  • Health
  • Property & Casualty
  • Personal & Professional Liability
Real Estate
  • Transactional Advice
  • Broking
  • Financing
  • Appraisals
  • Property Management
Banking Introductions/Facilitation
  • Mortgages
  • Lines-of-credit
  • Commercial and Business Lending
  • Portfolio Collateral
Philanthropic Advisory
  • Legacy Planning & Entity Set-up
  • Guidance in Planning Donation Strategy
Administration & Record-Keeping
  • Digital Record Keeping
  • Creating Asset-Liability Register
  • Legal Referrals
  • Support on General Legal issues
  • Online Access to Portfolio

“Insurance is the subject matter of solicitation"
MADHUVAN INSURANCE BROKING – An IRDA recognized Insurance Broking House