Level 04 — Family Office Service

Family Office Style Advisory

Comprehensive real estate management for NRI and HNI families.

Overview

For families managing significant real estate wealth, we provide a single relationship that covers everything — from acquisition strategy and portfolio review to property management and exit planning. Think of us as your private real estate advisor, available year-round on retainer.

Advisory Fee

₹50,000 – ₹5,00,000

annual retainer, scoped to portfolio size and services required

Agreed upfront — no surprise charges
Book a Free Discovery Call
What This Includes
  • Dedicated senior advisor assigned to your family
  • Unlimited advisory access throughout the year
  • Annual investment plan and quarterly portfolio review
  • End-to-end property management for all assets
  • Deal flow: first access to off-market opportunities
  • Tax and repatriation coordination with your CA
  • Exit strategy and capital gains planning
  • All documentation maintained centrally
Services Within This Level

Investment Planning

Annual real estate investment plan aligned to your financial goals — allocation, geography, timing, and asset type.

Portfolio Review

Quarterly review of your existing portfolio: current valuation, yield analysis, underperforming assets, and optimisation.

Property Management

End-to-end management of all properties under our care — tenants, maintenance, rent, legal.

Documentation

All legal and compliance documents across your portfolio, maintained and tracked centrally.

Tax Coordination

Working with your CA for rental income structuring, TDS on rent, capital gains optimisation, and repatriation planning.

Exit Planning

When to sell, how to price, how to minimise tax impact — strategic exit advisory for each asset.

Who This Is For

Is this the right service for you?

  • NRI families with multiple properties in India
  • HNIs building or managing a real estate portfolio above ₹5Cr
  • Business families seeking to consolidate real estate advisory under one trusted partner
  • Clients who want long-term relationship advisory, not transactional help
Start With a Free Call

Talk to an advisor
who works for
you — not the builder.

20 minutes. No obligation. We'll tell you exactly what service you need, what it will cost, and whether we can genuinely help. If we can't, we'll tell you that too.

01

Book a free 20-minute discovery call

02

We understand your situation honestly

03

You get a clear recommendation + fee quote

Book Free Discovery Call

Free  ·  No commitment  ·  No sales pitch