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MAIL US : admin@endovia.in
We do this not only because it is the right thing to do, but also because we abide by the fiduciary standard
We do this through our smart portfolio management strategy Smart Indexing approach, which incorporates Modern Portfolio Theory and equal sector/size weighting.
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.
Our Advisors are available whenever you need them, by phone, web conference, chat or email.
We take your total net worth into account, not just the portion we manage.
We do this by applying tax loss harvesting, reallocating assets to tax-deferred accounts, and helping you realize higher yields in your retirement account.
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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HAWANEDO MODEL!
Analysis of what you have!
Understanding your wants!
Identifying your needs to achieve your wants!
Generate & implement investment action plan
Regular monitoring feedback & change management.
HAWANEDO MODEL!
Analysis of what you have!
Understanding your wants!
Identifying your needs to achieve your wants!
Generate & implement investment action plan
Regular monitoring feedback & change management.
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
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
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
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
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
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
