We understand your financial goals and your desire to create a legacy that lasts for generations to come. This is where our Investment Advisory & Family Office (IA & FO) can step in to provide you well researched and articulated investment advice on your overall portfolio, based on a risk-return profile that helps you grow your wealth further.
Registered under SEBI (Investment Advisers) Regulations 2013, our IA & FO is a fee based model where we advise you irrespective of the execution / transaction platform. You are free to work with your existing bankers, advisors, brokers, wealth managers without disturbing the on-going setup.
The 7 Step Process
We believe that we are custodians of your wealth and the path it takes in the future and hence we follow a process that helps us understand your financial interests and objectives, enabling us to formulate a suitable asset allocation to achieve them.
risk profiles and goals
returns expectations
risk tolerance
statement and asset allocation
investment committee
portfolio to long-term strategy
monitoring, review and reporting
Our Proposition
We understand your financial goals and your desire to create a legacy that lasts for generations to
come.
Brisk Investment Advisory & Family Office (IA & FO) consists of two broad services:
Wealth Advisory
Wealth Advisory is a subset of Family Office where we advise on a part of your Financial Portfolio under defined risk-return principles and a pre-set asset allocation framework. The overall portfolio, consolidated reporting, interaction with other service providers, etc., is managed directly by you.
Family Office
Family Office is a comprehensive engagement platform where we act as your family's personal CFO, managing all aspects of your family's financial well-being ranging from investment management, cash flow and goal setting, performance reporting, global portfolio, insurance, real estate, custody, estate planning, record and book keeping, tax, legal, succession planning, philanthropy, etc. This is delivered through a wide network of both in-house and external experts and service providers.
Services covered
The Family Office proposition covers a wide range of services that enables us to provide you and your family with holistic financial planning, where we are your single point of contact for all wealth management requirements.
| 01 Financial Portfolio Management Services - Domestic and Global assets | 02 Direct investment opportunities in private companies | 03 Estate planning services | 04 Report and record keeping / Tax advisory |
| 05 Multi-generational wealth management | 06 Risk management and insurance | 07 Consolidated performance reporting | 08 Real estate advisory |
Family Office Structure
Strategic Solutions
- Tax
- Trust
- Legal
- Accounting
- Bill payments
- Lifestyle Management
- Record Management
- Philanthropy Advisory
- Other Architecture Solutions
Product Solutions
- Financial Portfolio
- Real estate
- Global Portfolio
- Other Financing & Banking needs
Existing Advisors
- Private Bankers
- Tax consultants
- Brokers
- Lawyers
- CAs
Discover meticulously curated products from diverse investment houses
Our Advantages
Advisory led Investment
Focus on advisory led investment solutions rather than product specific solutions
Long-term Goal
Focus on long-term wealth creation through disciplined investment technique
Financial Overview
Advice is provided with a complete understanding of all the family assets and liabilities
SEBI Certified
Registered Investment Advisor with SEBI - Process of advice is audited and regulated by SEBI
Integration
Seamless integration with existing financial service providers of the client
Confidentiality
Maintain absolute confidentiality with client data
