Multi-asset wealth advice and family-office services within a broader financial-services group.
Avendus is a financial-services group with investment banking, institutional equities, wealth management, asset management and credit businesses. For a family office, its clearest published point of entry is Avendus Wealth Management: a multi-asset advisory and investment platform that also offers family governance, succession, tax structuring, administration and philanthropy support.
The wealth business distinguishes three audiences. UHNIs receive asset-allocation and portfolio advice, liquidity planning, retirement/succession planning and financial reporting. Family-office work extends to governance, estate planning, tax structuring and administration, family services and philanthropy. Corporate treasuries are offered portfolio analysis, sourcing and credit-risk monitoring. These are service descriptions from the firm, not promises of a particular return or tax outcome.
Its approach combines research and manager/product selection across asset classes with the wider Avendus network. The named investment leadership covers multi-asset solutions, public equities and fixed income; Head of Family Office Solutions Ashvini Chopra's biography describes outsourced work intended to complement in-house advisors. Broader group services and separately managed investment products should be evaluated through their own contracting entities and mandates.
The regulatory page separately identifies Avendus Capital Private Limited and Avendus Wealth Management Private Limited. For the wealth entity it discloses investment-adviser and PMS registrations alongside mutual-fund, SIF and PMS distribution registrations, stockbroking and depository participation. This supports a multi-service business model, not a claim that every Avendus engagement is fee-only or that every group company performs all these activities. Registration information is the company's disclosure and is not a guarantee of investment performance.
The wealth page reports USD 9.4 billion of AUM, more than 2,500 UHNIs, family offices and corporates served, and eleven offices covering more than forty cities. No measurement date accompanies the reviewed figures; they are attributed business-wide figures, not independently verified family-office-only assets or client counts. The forty-person product/research team and seventy-plus private-wealth advisors described there are functional-team counts, not the group's total workforce.
A client portfolio login is published, and the company describes digital interfaces and automation. The reviewed pages do not establish the client portal's complete data coverage, supported integrations, security controls or service-level commitments. Its Mumbai corporate-office address matches the wealth entity's registered-office address in the reviewed commission document.
The regulatory page links mutual-fund and PMS commission schedules with July 2024 in their filenames. In the reviewed mutual-fund schedule, balanced/equity trail commissions range from 0% to 1.50%, sector/thematic funds up to 1.80%, and liquid/overnight funds up to 0.10%; event-based marketing reimbursements may also arise. The PMS schedule shows zero upfront income and strategy-specific trail caps, generally up to 0.75%–1.50% per year. Those PMS caps assume the highest management-fee slab, can change when management fees are negotiated, and may be supplemented by performance-fee-linked commission.
These documents reveal distribution remuneration, not a current all-in client quote, and their dated filenames matter. Ask for the current scheme/manager schedule, separate advisory or family-office fees, underlying product expenses and a clear conflict/remuneration explanation. A universal family-office client minimum or standard implementation timetable was not established in the reviewed pages.
The wealth business lists family governance, succession and estate planning, tax structuring/administration, family services and philanthropy. Confirm which parts are performed internally and which require external legal or tax specialists.
Its published mutual-fund and PMS distribution schedules disclose trail commissions and qualifications. They do not represent the investor's complete cost, and the linked filenames are dated July 2024; request current engagement and product disclosures.
Yes. Family offices are an explicit audience and the family-office leadership biography describes outsourced solutions alongside in-house advisors. Agree the investment authority, reporting, governance responsibilities and contracting entity before engagement.
Wealth business and scale; entity and regulatory information; linked mutual-fund commission schedule; linked PMS commission schedule; family-office leadership; offices. Reviewed November 2026.
Strengths. Dedicated family-office leadership and named investment specialists.; Investment and non-investment family services connected to a broader financial-services network.; Published commission schedules allow remuneration diligence..
Watch-outs. Different group entities and service models require separate contracting checks.; Dated commission documents require a current schedule.; Published scale is not independently verified or FO-only; technical portal capabilities need diligence..
Built for Private Wealth Owners / Principals, Single Family Office (SFO), Multi Family Office (MFO), Corporates.
For UHNIs and family offices seeking investment advice alongside governance, succession and family services; also corporate treasuries. Confirm the mandate, legal entity and advisory/managed/distribution service mix.
Wealth-business enquiry route and published corporate/branch contact details. Group international offices are not automatically the wealth entity’s service jurisdictions. Published contact email: wealth.management@avendus.com. Telephone: +91 22 6648 0050. Published office address: Mumbai corporate office / wealth-entity registered office: 901, Platina, 9th Floor, Plot C-59, Bandra Kurla Complex, Bandra (East), Mumbai 400051, India.
Select Wealth Management on the enquiry route and agree mandate, suitability, entity, remuneration and required specialists. Universal minimum and standard timetable not established.
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