Welcome to a world of Comprehensive Family Wealth Management

Your Bespoke Family Office

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.

The Team

  • Chinmay Kulkarni

    Partner

    Chinmay comes with 15 years of experience in Financial Services, having worked in the Financial Capitals of London and New York in his previous roles. He has built and grown a startup, and later led teams at American Express, Barclays and the Royal Bank of Scotland during his last stint as a Services Leader & Senior Manager at PriceWaterHouse Coopers (PwC) in London. Having himself achieved Financial Independence at a relatively young age, along the way Chinmay developed a deep understanding of the value of Financial Well-being, Behavioural Finance and Family Offices. With a keen sense of Fiduciary Responsibility, he is now passionate about helping others manage their assets optimally.

  • Vaibhav Warerkar

    Legal Advisor

    Vaibhav an advocate and solicitor started his career with M/s. Crawford Bayley & Co.. Whereafter he worked with Mr. Govind G. Desai (ex-partner M/s. Little & Co.). Vaibhav has experience in Technology, Banking, Real Estate, Intellectual Property, Commercial and Corporate documentation, and IP litigation. Vaibhav regularly advises multi-state co-operative Banks on various legal and operational issues and has recently assisted one of the leading multi-state co-operative bank in revamping its retail loan documentation.

    Vaibhav has extensive experience in drafting and negotiating Trusts, Wills and related agreements. Vaibhav has been drafting and negotiating for information technology businesses and banks, software agreements including development, services, licensing and joint venture agreements. Prior to joining M Mulla Associates, Vaibhav has acted as general counsel for EPIC TV (leading India centric infotainment television channel) from its inception for five years, from which he gained valuable insight into business requirements to deliver clear, responsive and commercially feasible advice.

  • Mandar Naik

    Partner

    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.

  • Mihir Jagtap

    Personal Taxation

    Cleared all CA exams at the age of 22. Three years of experience working as an Associate and Senior Associate at Deloitte Haskins and Sells LLP, Pune in the Statutory Audit wing. During the tenure with Deloitte, worked on audits of numerous MNCs including Endurance Technologies, L&T, Tata Green Batteries, Cosma International (India) and so on. Was a part of the award winning team of Deloitte professionals who were auditors to the public issue of Endurance Technologies in 2016. Practice and knowledge of Direct Tax matters and Appellate jurisdiction. Passed out from Campion School Colaba.

Our Approach

Supporting your family’s vision, goals and Maximising Family Networth in a risk-optimised and sustainable manner.

Core Values

  • Trust & Ethics- We handhold and grow with you for the long term . We value people and relationships over transactions and products.
  • Information - We come from a research-based mind-set and our experience informs us that process and mindsets win over emotions and impulses. Our experience database is upgraded constantly to hone decision-making.
  • Shoulders of Giants - We work with some of the best investment professionals in the country on a first name basis to bring to you the same quality of expertise that Ultra HNIs & Industry Leaders have access to.
  • Skin in the Game - Our conviction buys echoes our sentiment to have skin in the game first, before they are offered. We make sure we are invested in each of our recommendations.
  • Awareness - We pride ourself in imparting awareness and knowledge about finance, so the process of investments becomes inclusive whilst yielding better risk-adjusted returns.
  • Holistic Thinking - For greater risk-adjusted returns, tax compliance, protection and legal advice is integral. We have a team of highly qualified industry professionals delivering this.

At Finaegis, we have over 80 years of collective experience to help you design, build and execute a family office resulting in risk-managed growth for your family. If you would like to explore how we can work together in clarifying and optimising your family investment objectives, reach us at office@finaegis.co

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