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Your Personal CFO - Curating the Best Financial Products for You

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Financial Expert

Act in your best financial interest

We do this not only because it is the right thing to do, but also because we abide by the fiduciary standard

Optimise Risk

Optimize risk & return on your behalf

We do this through our smart portfolio management strategy Smart Indexing approach, which incorporates Modern Portfolio Theory and equal sector/size weighting.

Aboid hidden fees

Avoid hidden fees

By cutting out commissions, transactional and annual fees, and offering you one, all-in management fee at a significantly reduced cost when compared to a traditional broker.

Advise

Provide investment advice when & where you need it

Our Advisors are available whenever you need them, by phone, web conference, chat or email.

Deliver Investigation

Deliver custom investing strategies

We take your total net worth into account, not just the portion we manage.

Tax optimization

Facilitate tax optimization

We do this by applying tax loss harvesting, reallocating assets to tax-deferred accounts, and helping you realize higher yields in your retirement account.

About Endovia Family Office

Endovia Family Office is a boutique Wealth Management and Family Office Unit working towards your continual financial well-being in the present and the future. We believe your wealth holds the potential to become something everlasting. We help you explore that potential, to turn it into your legacy. Initiated in 2013, the company was the brainchild of a wealth manager from JP Morgan and a Tax attorney who discovered a gap in the financial services industry giving rise to a need for Comprehensive Wealth Solutions.

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Our Proven Process Produces Results

HAWANEDO MODEL!

HA


HAVE

Analysis of what you have!

WA


WANT

Understanding your wants!

NE


NEED

Identifying your needs to achieve your wants!

DO


DO

Generate & implement investment action plan


DELIVERY

Regular monitoring feedback & change management.

Our Proven Process Produces Results

HAWANEDO MODEL!

HA


HAVE

Analysis of what you have!

WA


WANT

Understanding your wants!

NE


NEED

Identifying your needs to achieve your wants!

DO


DO

Generate & implement investment action plan


DELIVERY

Regular monitoring feedback & change management.

Client's reviews

Punitha Arumugam

With Malay & his firm, I received a good mix of creative and sound advice on my local & International tax related matters. He brings vast experience with tax authorities to the table. He has quick and practical solutions for even the most complicated tax planning questions.

Punitha Arumugam

Director - Agency Business India and South East Asia,Google

Vijay Krishnan

I have had the pleasure of knowing Varadarajan for many years. In my mind an attribute that makes his firm an excellent wealth management professional for clients is that they are very strategic in ensuring that the goals and objectives of their clients are attained.They are very professional in demeanour and have a knack for explaining complex taxation & company structuring issues in easy to understand terms.

Vijay Krishnan

Designation- Director & CEO, Across Borders Management Consulting Group Tampa, Florida, USA

Atman Mehta

Furthermore, the team at Endovia has done an incredible job of analyzing, integrating and managing my personal and corporate needs enabling my family to minimize the amount of tax we pay. I greatly value their expertise and the simplified approach they have taken for all my financial needs.

Atman Mehta

Designation - Solicitor, High Court, Haresh Mehta & Co Mumbai, India

Govindan Radhakrishnan

Before I started working with Varadarajan @ Endovia, I always felt nervous that we weren’t making the right decisions about our finances or that we were missing something. He has created a sense of reassurance for us – helping us make well-informed financial decisions and guiding us through the process of our Real Estate Transactions & Capital Gain Impact of the same.

Govindan Radhakrishnan

CFO - JSW Paints

Pratish Mehta

Before I started working with Varadarajan @ Endovia, I always felt nervous that we weren’t making the right decisions about our finances or that we were missing something. He has created a sense of reassurance for us – helping us make well-informed financial decisions and guiding us through the process of our Real Estate Transactions & Capital Gain Impact of the same.

Pratish Mehta

Vice President - Operations - Onward Technologies Greater Chicago Area, USA

Jaideep Shergill

His expertise in financial planning and investment analysis are outstanding. His skill & ability to forge deep and meaningful relationships with clients and peers are commendable. I appreciate his proactive, client focused approach where I have witnessed he has always put the client's interest as foremost in all our interactions. Malay has been helping me for 3 years with services ranging from tax compliance to cross border transaction advisory.

Jaideep Shergill

Pitchfork Partners Strategic Consulting LLP Partner Mumbai, India

All your Question Answered

Endovia is a dedicated boutique firm focusing on tailor made investment, fiduciary, financial reporting and tax advisory solutions to High Networth, Mass Affluent Individuals and small to medium enterprises.
Endovia brings to you the benefits of cooperative Interaction of two or more forces creating a combined effect that is greater than the sum of its parts.
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.
Clients get access to a wide range of financial privileges such as marquee investment talent, preferred rates of lending, curated investment alternatives, and hands-on estate and tax planning. Clients can deploy a full suite of financial services to their advantage.

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