Financial planning, wealth advice and multi-family-office coordination through OyePaisa Consulting.
Venn Wealth provides financial planning, wealth management and multi-family-office services for professionals, business owners and their families. It is the wealth-management and investment-advisory brand of OyePaisa Consulting Private Limited. The official services extend from a family's financial roadmap to estate and legacy coordination, lifestyle matters, real-estate support and record keeping.
The planning process starts with the family's objectives, priorities and concerns, followed by a review of assets, liabilities, cash flows and insurance. The firm says this leads to a risk-profiled investment plan. For a family with several income sources, liabilities and future commitments, this is a planning relationship across the balance sheet rather than simply selecting a standalone investment product.
The wealth-management proposition links investment opportunities to the intended asset allocation and the client's capacity for risk. The published work includes monitoring and rebalancing as markets, economic conditions and tax or regulatory circumstances change. These are advisory and oversight descriptions; registration as an investment adviser does not itself establish a discretionary PMS mandate, custody of assets or guaranteed investment performance.
Venn's family-office offering adds estate and legacy matters, lifestyle management, real-estate services and record keeping. It explicitly describes working with chartered accountants, property-management firms, lawyers and other professionals. The relevant buyer question is what the Venn team coordinates and what an outside specialist is responsible for, including documents, fees, reporting and ongoing administration.
The NRI service is aimed at people on overseas assignments and other overseas Indians maintaining India-linked wealth. The firm describes considering asset allocation across countries and tax implications, together with local professional support. That does not establish product eligibility or tax treatment for every residence, citizenship or investment structure; confirm the applicable country and specialist advice for the actual family.
The SEBI investment-adviser register, showing registered intermediaries as of 6 November 2026, lists OYEPaisa Consulting Private Limited under INA200004300, with registration validity shown from 4 March 2016 to perpetual. The registered name and Bengaluru correspondence address match the operator and address published by Venn. This independently supports the adviser identity for that date; it is not an endorsement of performance, products or future regulatory status.
The company's own disclosure also publishes AMFI mutual-fund distributor ARN 121338. It explains that execution or distribution can be offered by a separate division or affiliate and that clients are not obliged to use it. If they do, the company or a group member may receive commissions, brokerage or referral fees. The disclosure also identifies possible marketing-expense reimbursements from product manufacturers.
This distinction is important when comparing costs and conflicts. Venn describes itself as fee-based; its published execution and reimbursement arrangements should not be silently converted into a blanket fee-only or conflict-free certification. The disclosure publishes an indicative commission-table image and links a July–September brokerage archive without establishing a current year for that archive in the page text. These describe potential distribution remuneration, not a quoted client advisory fee. Ask for the applicable current product schedule, payment basis, period, product expenses and separate advisory-fee agreement before comparing costs. No universal account minimum or firm-wide advisory tariff was established in the reviewed pages.
The published investor charter sets out an agreement containing fee and conflict disclosures, KYC, risk profiling and suitability assessment before advice. It describes disclosure of business affiliations, compensation, material product risks and the use of AI where relevant. These are published service commitments, not an independently audited finding that every step has been completed for every client.
Clients have access to the Finesse web login. The core service also involves regular portfolio reviews and rebalancing, while specialist work is coordinated according to need. Confirm the actual reporting content, review frequency, execution responsibility and service turnaround in the engagement; the reviewed charter does not provide a universal onboarding schedule.
The About page describes more than INR 1,200 crore of assets for over 150 families and more than 60 years of combined personal-finance experience in the core team. These are undated company statements: the combined experience is not the age of the firm, and the asset figure does not establish a legally defined discretionary AUM or advisory-assets perimeter. An independently verified company founding date, employee count and ownership percentages were not established.
The official Co-Founders section identifies partners Uday Dhoot, Vikram Singhvee, Nehal Merchant and Rachita Maheshwari. Their published experience spans investment advice, financial planning, relationship management, operations and technology, including earlier roles at International Money Matters. Those earlier roles are background rather than a claim that Venn and that separate firm are the same company.
The listed office and SEBI correspondence address is No. 19/2, T-1, Third Floor, Haudin Oaks, Haudin Road, Halasuru, Bengaluru, Karnataka 560042, India. General enquiries use info@vennwealth.in or +91 910-855-2393, with a web enquiry form and the separate Finesse client login.
The grievance disclosure names Compliance Officer Amrita Dhoot at grievanceredressal@oyepaisa.com and also provides Uday Kumar Dhoot's business contact. It directs unresolved complaints to SEBI's SCORES portal and the SMART ODR process. The site also displays nil-complaint figures without a clear current reporting period; confirm the applicable period before using them to assess service quality.
It provides financial planning, investment advice and wider multi-family-office coordination, including estate and legacy matters, record keeping, real-estate and NRI support.
Venn identifies itself as a unit of OyePaisa Consulting Private Limited. The SEBI register as of 6 November 2026 lists that company under INA200004300.
The firm's disclosure says there is no obligation to use its execution or distribution services. Such services can involve commissions and other remuneration, which should be reviewed separately from advisory fees.
The published process reviews the family's goals, assets, liabilities, cash flows, insurance and risk profile before setting an investment plan.
General enquiries use info@vennwealth.in or +91 910-855-2393. The published office is in Halasuru, Bengaluru.
Strengths. Concrete family balance-sheet planning and wider MFO scope; Independently checked SEBI adviser identity matching published operator; Explicit optional execution and remuneration disclosures; Named partners, client portal and grievance route.
Watch-outs. Group execution remuneration should not be mistaken for a blanket fee-only model; Undated assets/family figures are company-reported, not independently audited AUM; No independently established founding date/headcount or universal fee/minimum/SLA; Cross-border eligibility and specialist scope require the actual agreement.
Built for Private Wealth Owners / Principals, Business Owners, Professionals, Families, NRIs.
Families seeking advice and broader MFO coordination, including India-linked overseas wealth. Understand the advisory agreement and optional execution/distribution economics; registration is not a return guarantee.
No. 19/2, T-1, Third Floor, Haudin Oaks, Haudin Road, Halasuru, Bengaluru, Karnataka 560042, India (listed office and SEBI correspondence address). General: info@vennwealth.in; +91 910-855-2393. Finesse login: https://finesse.vennwealth.in/finesse-client/#/signin. Compliance grievance contact: Amrita Dhoot, grievanceredressal@oyepaisa.com. Published escalation: SEBI SCORES and SMART ODR; confirm actual service turnarounds in the agreement.
Agreement including fees/conflicts, KYC and risk/suitability profiling before advice. Define reporting/review and specialist work; execution/distribution is optional under disclosure. No universal onboarding timetable established.
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