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About Us

As a fast growing financial advisory firm Family Wealth Office is leading in guiding clients achive their financial goals. It is a young organization with exuberance of youth constituted by dynamic,dedicated, professional CFPs and MBAs who are committed to professional practice standards and code of ethics.
 
We operate on following principles:
 
  • Ethics and integrity are the pillars on which we have built this practice. We look to deliver unbiased professional fee-based Financial Planning services in oder to forge longterm, win - win relationships with all our clients.

  • We offer personalised need based advice and service to over 200 clients with diverse backgrounds from the salaried to the business owners, single or married, career beginner to retired. Again, we have experience with people with diverse goals, situations, problems like individual investors, corporate houses, institutional investors, Non-Resident Indians (NRIs) and High Networth Clients, among others.

  • Apart from this we also support investor education drive undertaken by SEBI and going forward would like to provide substantial contribution in investor education. This is because it is in line with our principle of not only advising clients what to buy, when to sell but also educate them as to why they should do so. To realize our dream of wide spread financial literacy in India we would want to boost financial planning movement by providing quality training and nurturing aspiring Financial Planners. That’s why we are currently striving hard to set up Financial advisors training academy. Building state-of-art infrastructure and support platforms for our Financial Planners and continuously improve our quality management systems is a part of this endeavour.
 
MANAGEMENT PROFILE
 

MR. ANUJ SHAH – DIRECTOR & PRINCIPAL FINANCIAL PLANNER, FAMILY WEALTH OFFICE

A proficient CFPCM (Certified Financial PlannerCM) and PRINCIPAL FINANCIAL PLANNER at FAMILY WEALTH OFFICE  since January 2008.

Anuj is also a CORPORATE TRAINER, specialising in Personal Finance (have undertaken trainings for several corporates like IndusInd Bank, SBI life etc)

He is the Regional Head for Ace School Of Professional Studies (Authorised Education Provider of FPSB, India) & VISITING FACULTY for several Management Institutes like MET, Somaiya Institute Of Management Studies & Research (SIMSR) and other Financial Planning Education Providers like International College Of Financial Planning (ICoFP), Financial Planning Academy (FPA), Vantage Institute Of Financial Planning, RNIS, etc.

His Educational qualifications are MBA (Finance), CFPCM (Certified Financial PlannerCM), B.E., and additionally Diploma In Commodities Markets (Commodities derivatives), Derivatives Markets ,Capital markets (Dealers Module), AMFI Advisory module, Capital markets & Equity research under Veteran value investor and academician Professor- Mankekar.

He holds firm belief in the proverb-
“Sow a thought, and you reap an act;
Sow an act, and you reap a habit;
Sow a habit, and you reap a character;
Sow a character, and you reap a destiny.”
 
 

Four reasons why you should choose Family Wealth Office:

 

1. Sound advice based on solid research:

Our advising begins with understanding the customer, diagnosing his needs and then providing correct investment advice or financial plan. Research by qualified team of analysts (CFP's, MBA's) using qualitative and quantitative parameters is done.

We provide comprehensive financial plans for investors where we not only do their investment planning but also take into consideration their current financial condition and chalk out financial plan to achieve their financial goals like building retirement corpus, tax planning, child education funding, debt management etc.
 

2. Smooth execution of your financial plan;

State of the Art infrastructure at Family Wealth Office enables us to carry out smooth and timely execution of transactions like fresh purchases, additional purchases, switches, systematic investments and transfer plans etc.

Once you are on board, all operational requirements like getting your documentation done, KYC, change of bank details, personal details etc, is done in an hassle free manner with our prompt service.
 

3. Portfolio tracking and review

Post investment we maintain your portfolio so that you can track your investments, returns, dividends. There is Automatic updation of dividends, SIP's, STP's and NAV's in your portfolio and you can access your portfolio online on our our website you get the option to see specific investment, asset class (proportion of debt and equity etc) as well as consolidated portfolio as a whole.

We monitor and review your investments to ensure that you are on course to achieve your investment objectives, and whenever required suggest changes depending upon changing economic environment and desired asset allocation. You will have access to financial consultant, senior management and research team all round the clock
 

4. Trust:

Secret of success of Family Wealth Office is the trust that is bestowed upon it by lives that have experienced investing through Family Wealth Office

We are 100% committed to put your financial interest ahead of ours and hence we don’t give advice based on commissions we receive (if any) but based on clients needs

Thus we give unbiased advise and do not operate on commissions but charge a fee for our professional services.