Welcome To A World of Comprehensive Family Wealth Management
Discover Comprehensive, Holistic Family Wealth Management, with Bespoke Curated Client-Centric Solutions backed by a Rigorous & Intensive Research Platform
Building, maintaining and growing not just a corpus for an individual, but a sustainable legacy for the family requires a unique set of co-ordinated expertise and skills. Recognising the need for a Comprehensive Family Management Platform in India, Finaegis was founded with the objective of providing synchronised investment, legal and fiduciary advice, tailored to meet your specific needs.
At Finaegis, our guiding principle is helping you articulate your personal long-term family and investment goals that celebrate your unique circumstances. We then design and execute strategies to deliver to them . By administering all your life affairs as reflected on your Balance sheet, in effect we act as your “Family CFO”. Founded by Senior Executives from PWC and EY, we take pride in the depth of our study, research and insight into the Indian Economy. Rest assured that your financial goals are in safe hands.
Mandar is a CFA (USA) Charter holder and has worked in Financial Services for most of his career. He has also engaged with large corporates such as Tatas, Reliance, Metso, Thyssen Krupp etc. in a previous role at his family’s capital goods business. Though a Mechanical Engineer, Mandar developed a spirited interest in quality investing after completing the CFA programme. He realised that the complexities of the financial industry and behavioural biases make intelligent investing rather challenging for most. This made him determined to use his know-how in assisting people with the difficult task of formulating and achieving their financial goals.