Wealth is only one part of what you leave behind.
Advisory-led, conflict-free family-office services for India’s leading families. Investments, estate, tax, philanthropy, and governance, coordinated under one roof.
₹2 Cr minimum AUA·SEBI Registered Investment Adviser·INA000022127
Real wealth rarely fails for lack of returns.
It fragments across advisors who never speak.
It gets mis-sold products dressed as advice.
It passes to a generation left unprepared.
A family office exists to solve exactly this: one team, accountable for the whole of your wealth, with no product to sell you.
Everything you own, held in a single orbit.
A family office is not another advisor to add to the pile. It is the centre of gravity that keeps every part of your wealth moving together, with one team accountable for the whole.
- One core, every asset in orbit around it.
- Independent advice, with no product to sell.
- A standing team that answers only to you.
Built by Finwisor, on your side of the table.
Finwisor is a trusted partner to hundreds of families. The Family Office practice extends that to its fullest form: one team accountable for the whole of your wealth, across generations, with no product to sell you.
Read our storyIntegrity
We say what we mean and do what we say. No hidden fees, no conflicts of interest, no products pushed for commissions. Your trust is our foundation.
Compassion
Behind every portfolio is a family with dreams, fears and aspirations. We listen first, advise second, and always prioritise your wellbeing.
Excellence
Good enough is never enough. We pursue mastery in every analysis, every recommendation and every interaction. Your wealth deserves nothing less.
A single, coordinated team for everything your wealth touches.
Not a product shelf. A standing team that holds investments, structure, and succession in one view, and answers only to you.
Investments
Independent, conflict-free portfolio advice across public markets, private assets, and global allocation.
Estate & Succession
Wills, trusts, and governance that carry wealth intact across generations.
Tax & Structuring
Coordinated, tax-aware planning for families and the entities they own.
Strategic Philanthropy
Giving structured to reflect your family's values and create lasting impact.
Family Governance
Charters, councils, and decision frameworks that keep families aligned.
NRI & Cross-border
Onshore and offshore coordination for globally mobile families.
Insurance & Risk
Protection planned around the family, arranged through vetted partners, never sold for commission.
Startup & MSME Support
Incorporation, funding, compliance and mentorship for the families who build and run businesses.
From curated access to a multi-family office.
One ladder, three ways in. You move up as your needs deepen, from product access to a full advice-first family-office framework.
Finwisor Select
Curated product access for self-directed investors.
- Access to curated products
- Execution support where needed
- No advisory fee
Finwisor Family Office
An advice-first, institutional wealth framework.
- Holistic wealth architecture
- Strategic asset allocation
- Ongoing advisory oversight
Finwisor 360
A structured, advice-first review and a clear roadmap.
- Second opinion on your portfolio
- Retirement and income planning
- Goal-based financial planning
Tiers reflect Finwisor’s real engagement ladder. Finwisor Select and Care are offered through the wider Finwisor practice at finwisor.com. Minimums and fees are indicative and confirmed during onboarding.
Start with clarity, before the conversation.
Family Office Readiness
A short diagnostic that maps your family to the right engagement model.
Take the quizLegacy Projector
Model multi-generational corpus growth, inheritance, and giving.
Project your legacyPortfolio X-ray
Reveal concentration risk, allocation gaps, and fee leakage. Indicative.
Audit a portfolioMarket Intel
Live FX, indices, and fund signals, with transparent fallbacks.
Open the desk“Most families are sold products. They deserve advice that sits on their side of the table, and a team that keeps the whole of their wealth in view.”
“With Finwisor, it feels like having a trusted family member guiding my finances. They genuinely listen with compassion and care about what matters to me, not just my money.”
Perspective for families thinking in generations.
Structuring a family office in India: SFO, MFO, and the BOT path
When a single family office makes sense, when to outsource, and how a build-operate-transfer model bridges the two.
ReadSuccession beyond the will: governance that actually holds
Why documents alone rarely prevent disputes, and the structures that keep families aligned across generations.
ReadFees: the quiet tax on multi-generational wealth
Compounding cuts both ways. A clear-eyed look at how distribution incentives erode long-horizon returns.
ReadThe most important conversation about your wealth is the one you have before you need it.
Begin with a confidential conversation. No pitch, no obligation. Just clarity on whether we are the right family office for you.