Single & Multi Family Offices
We recognize that traditional wealth services may not fully address the complex needs of Single & Multi Family Offices. Our "Your side of the table" approach acts as an extension of your family, aiding you in the investment responsibilities while keeping your family’s objectives and investment policy at the core of every decision. By working closely with your existing network of bankers and investment managers, we provide bespoke solutions supported by a dedicated operations team and a robust backend. We offer a comprehensive view of your family’s holdings, detailed performance tracking, and in-depth sight of portfolios, ensuring that your wealth is managed efficiently and aligned with long-term goals.
Explore Our Services
Investment Management Solutions
Equity Baskets, Mutual Funds, Portfolio Management Services, Alternative Investment Funds, Structured Products
Fixed Income Solutions
Bonds, Debt-based AIFs, Fixed Deposits, Treasury Products
Private Equity, Venture Capital Funds, Unlisted Equities, P2P Lending Opportunities, Real Estate Investments, Niche and Bespoke Investment Opportunities
Private Investments Solutions
Risk Management Solutions
Life Insurance (Term, Endowment, ULIPs), Health and Critical Illness Insurance, General Insurance (Home, Motor, Travel, Cyber), Corporate Insurance Solutions (Group Policies, Keyman Insurance), Hedging Strategies
Structuring Solutions
Financing Solutions
Family Office Services, Estate Planning and Succession Management, Trust and Will Advisory, Tax Planning and Optimization
Loan Products (Home, Personal, and Business Loans), Loan Against Securities,
Global Investments
Offshore Investments, International Banking Assistance, Global Health Insurance
Portfolio Tracking and Analysis Tools, Reporting and Analytics Dashboards
Digital and Technology Support
PORTFOLIO
fundpe
one-stop financial product distribution solutions
capitalfeeds
capitalfeeds delivers cutting-edge research tools and insightful news for equities, fixed income, managed funds, and market trends. Enhance your investment strategy with our comprehensive data and financial information, all from a single, authoritative platform.
Important Links
Attention Investor,
OUR WEBSITE should not be considered as solicitation for any products & services we offer, all the information in the website are information purposes only.
The services offered by AXELA ® includes distribution of Financial Products & Services.
AXELA ® is registered with AMFI (Association of Mutual Funds in India) engaged in the business of distribution of third-party financial products or acts as a referral agent of third party financial products and services (Investment Products), and provides you the platform to track and monitor your financial products.
We do not charge any additional investment, advisory, or profit-sharing fees on distribution of financial products. Your investments \ risk cover \ credit requirements are directly placed in the AMC (Asset Management Company) fund houses, Insurance companies, and Lending Entities, and we earn a commission from the fund \ insurance \ lending entities house either directly by us or through our associated partner networks, ensuring you get the best services without hidden costs.
Investments / Mutual funds are subject to market risks. Please read all scheme-related documents carefully before investing your wealth. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a mutual fund or designing a portfolio that suits your needs.