Investment Advisory & Family Office

We understand your financial goals and your desire to create a legacy that lasts for generations to come. This is where our Investment Advisory & Family Office (IA & FO) can step in to provide you well researched and articulated investment advice on your overall portfolio, based on a risk-return profile that helps you grow your wealth further.

Registered under SEBI (Investment Advisers) Regulations 2013, Endovia WA - IA & FO is a fee based model where we advise you irrespective of the execution / transaction platform. You are free to work with your existing bankers, advisors, brokers, wealth managers without disturbing the on-going setup.

Our Process

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.

As your financial custodians, we believe in following a broad guideline on how to go about your investments. We carefully review all products showcased by multiple providers and analyse whether a considered product fits well in your portfolio. The competitiveness of the product is evaluated and a competitive price is decided upon chosen products. We internally set a performance benchmark for your investments and regularly track the progress of it.

Our Proposition

Endovia WA - Investment Advisory & Family Office (IA & FO) consists of two broad services:

Wealth Advisory

Wealth Advisory is a subset of Family Office where we advise on a part of your Financial Portfolio under defined risk-returns principles and a pre-set asset allocation framework. The overall portfolio, consolidated reporting, interaction with other services providers, etc., is managed directly by you

Family Office

Family Office is a comprehensive engagement platform where we act as your family's personal CFO, managing all aspects of your family's financial well-being ranging from investment management, cash flow and goal setting, performance reporting, global portfolio, insurance, real estate, custody, estate planning, record and book keeping, tax, legal, succession planning, philanthropy, etc. This is delivered through a wide network of both in-house and external experts and service providers.

Services Covered

The Family Office proposition covers a wide range of services that enables us to provide you and your family with holistic financial planning, where we are your single point of contact for all wealth management requirements.

• Financial Portfolio Management Services - Domestic and Global assets
• Direct investment opportunities in private companies
• Estate planning services
• Report and record keeping / Tax advisory
• Multi-generational wealth management
• Risk management and insurance
• Consolidated performance reporting
• Real estate advisory

Family Office Structure

The Endovia Advantage

• Focus on advisory led investment solutions rather than product specific solutions
• Focus on long-term wealth creation through disciplined investment technique
• Advice is provided with a complete understanding of all the family assets and liabilities
• Registered Investment Advisor with SEBI - Process of advice is audited and regulated by SEBI
• Seamless integration with existing financial service providers of the client
• Maintain absolute confidentiality with client data

Private Wealth Management

The Endovia WA - Private Wealth Management (PWM) division works with you to offer the best investment products, carefully selected from a varied range of fund managers and investment houses.

Our Proposition

Endovia WA - PWM division works towards identifying the best-in-class investment products across Equities, Fixed Income, and Alternate Products best suited to your needs. Our analysts and product managers carefully scan and evaluate multiple managers and funds. Alongside to that, the members of the Endovia WA Investment Committee do a second level evaluation to approve a handful of carefully selected managers and funds in the recommended basket for your portfolio.

The multi-level product approval process involves a detailed due diligence including, scrutiny of disclosures and regulatory documents, process and operational audits, fund manager meetings, and evaluation of associated costs and fees.

While selection of the right product is one function of the Endovia WA - PWM Division, assessing suitability of the same based on the client's needs is equally critical.

Support and close coordination with client's back office for paperwork and documentation through our experienced Client Service Professionals ensures smooth and timely execution. On-going reporting with easy to understand reports both from a tax and performance monitoring perspective is an important function and an integral part of the Endovia WA - PWM offering.

Investment Solutions - Product Suite

Endovia - PWM offers a comprehensive basket of Investment Products from both Endovia Group Companies and non-Endovia Group Managers:

Partnering Businesses Demonstrating Sustainable ROI

Global investors are betting big on India's long-term growth story. India is today one of the most attractive emerging markets across Asia with a billion plus captive consumers. Endovia is well positioned to develop compelling local investing themes.

Through macro research, in-house analytics and frequent industry interactions, we identify industry and socio-economic trends, local consumption patterns and need-gap opportunities on an ongoing basis.

At Endovia, we work as strategic partners with companies that demonstrate one or all of the following value-oriented qualities:
• Sustainable competitive advantage that can be leveraged internationally
• Deep, untapped and fast growth-led domestic market opportunity
• Acquiring scale and sector dominance