Family Office Investment Management

Let Nandyavarta help manage your wealth to support your family's future. Get in touch today for holistic and bespoke guidance that managing wealth calls for.

What We Do?

The service we offer is specifically designed to meet your needs.

Investment Management

  • Understanding the financial goals and risk appetite
  • Providing the suitable investment solutions for accomplishment of your financial goals

Investment Review

  • Understanding existing Investment
  • Realignment based on investor's revised goals in the best suitable manner
  • Timely reviews of your investments

Tax Planning

  • Tax Advisory Services
  • Tax optimization through various legitimate tax planning tools
  • Advance Tax Planning
  • Preparing and filing the Tax Return
  • Handling post-filing compliances

Estate Planning

  • Understanding your family structure
  • Providing the right solution for transfer of property (Gift / Will / HUF/Trusts)

Risk Management

  • Recommending the right Life Insurance and Health Insurance cover
  • Assisting you to get an appropriate insurance cover

Concierge

  • KYC Applications
  • PAN Card Applications
  • Income Tax Payments
  • Drafting and registering of the individual wills / Gift Deeds / HUF Deeds

Our journey

Mr. Parimal Ade started his journey in the field of Personal Finance as a proprietary concern in 2010. With a vision of providing all kind of financial solutions under one roof (Based on the Family Office Concept), NANDYAVARTA FINANCIAL SERVICES PRIVATE LIMITED was incorporated in 2019.

Our client base mainly includes High Net Worth (HNI), Ultra HNIs (Both Resident & NRI Clients) and Corporate Clients.

15+

Years Experience

300+

Families

1000+ Cr

AUM

Our Team

Meet the people behind Nandyavarta

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Parimal Ade


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Manisha Jain

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CA Yogesh Kataria

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CA Apurva Apte


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Mayur Firodiya

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Dattaprasad Kulkarni

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Ashwini Ade

FAQs

If you don't see an answer to your question, you can send us an email.

Nandyavarta is located in Pune but serves over 300+ families mainly HNI and Ultra-HNI client base across the globe.

Our client base mainly includes -
1. Salaried Employees and Busy professionals who want to ensure they’re allocating their savings to the places that optimize their chances of achieving financial success
2. Business owners and entrepreneurs looking to maximize and protect the wealth they’ve created
3. Parents or grandparents who care deeply about their family’s future

Step 1 : Getting to Know You
Schedule your 15-minute discovery call so we can understand your requirement and you can make sure that Nandyavarta is a good fit for you or not.

Step 2 : Collecting your data
When you’ve agreed to move forward with the process, we'll collect the necessary data to start the investment process. Depending on how quickly you collect the information, this step takes around one week to get started.

Step 3 : Onboarding and Implementing
Once we receive all the required information, we'll begin our streamlined onboarding process.

Step 4 : Reviewing and updating
We will provide an access to your account where you can review your portfolio at any time. You will also receive a monthly portfolio report from our end.

We schedule a quarterly / half yearly review meeting based on portfolio needs.

If you need any information between planned reviews, we're just a call or email away.

No. Nandyavarta does not take any ownership of your money.

We act only as a facilitator and hold the rights to initiate the transaction for you.

Once we initiate the transactions, you must authenticate it and complete the payment through the suitable payment mode.

Nandyavarta does not hold any right to approve any transactions on your behalf.

TRANSPARENCY
We work for you and only you. There are no hidden fees, sales commissions, or kickbacks. We’re on your side of the table and dedicated to full transparency.

CUTTING EDGE TECHNOLOGY
Our industry-leading technology makes it easier to monitor your portfolio on website as well as on mobile app. You can easily do the financial transactions like Purchase, Redemption, SIP Registration etc. on your own.

EDUCATION
When it comes to investment management, your entire family must understand its complexities. We’ll take the time to educate your loved ones, so they have a strong foundation to build upon.

IN YOUR BEST INTEREST
We’ll work together to solve your problems, make your life simpler, and maximize your wealth.

We are AMFI Registered Mutual Fund Distributors. (ARN-169780).

For mutual investment - When you invest through us, all the mutual fund investments are under 'Regular' Plan. We receive our fees from Mutual Fund Houses directly. We do not charge separate fees from our clients and your investment amount gets fully invested in selected fund.

For other services - It would be on case-to-case basis depending on scope of work. Please reach out to us at hello@nandyavarta.in for more details.