Akruti Family Money Management is a 360 degree financial and money management firm for families. We provide guidance on all money matters - be it budgeting, expense management, income tax, insurance, investment, legal, succession and wealth management.
Typically families deal with different advisors for different requirements. Banks, insurance agents, equity traders, MF consultants and property advisors – each of them work in silos when it comes to your transactions. As a result, money management becomes erratic. Top that with each spouse dealing with their own set of such advisors!
The competent team at Akruti Family Money Management understands the complex dynamics of money management in families. This understanding is translated into a cohesive plan that best addresses your needs and your aspirations. We also understand that each family is different. Each family has different financial goals and unique aspirations. Which is why, we customize each financial solution to reflect our client's requirements.
Here’s our exhaustive list of services…well almost exhaustive!
As your Family Money Management advisory, we believe in going beyond securing the financial security of your family. We believe in securing, enhancing and passing on the legacy of your wealth efficiently in an increasingly complex financial world. Our experts therefore guide you on multi-generational wealth management, effectively addressing the needs of current and future generations as well inter-generational transfer of assets.
We also believe that to help you achieve your financial dreams, we need to constantly review, track and report your financial progress. To this end, we are committed to a long term relationship with you.
As your personal CFO we provide you access to institutional quality talent to manage your money - not just long-term but even on a day-to-day basis. After all, it's only when we free you from the nitty-gritty details can we help you see and realize the full potential of your financial success.