Family Offices in India

Founded in 2008, Altamount Capital Management is a Mumbai-based boutique investment bank and wealth manager providing capital advisory across private equity syndication, M&A, debt and structured debt, and wealth management (branded Altamount Select) for Indian corporates, promoters, and families. It is a distinct firm from the similarly named US-based Altamont Capital Partners.

The Ambani family, led by Mukesh Ambani, controls Reliance Industries, a Fortune 500 company and India's largest private corporation. FY25 consolidated revenue reached INR 10.71 lakh crores (~$125B+), with EBITDA of INR 1,83,422 Cr and net profit of INR 81,309 Cr. Reliance operates the world's largest single-location refinery at Jamnagar. Jio serves 500M+ customers with an IPO planned for H1 2026. Reliance Retail runs ~19,340 stores as India's largest retailer. New energy: building integrated solar, battery, and hydrogen systems. Separately from the operating company, Mukesh Ambani opened a dedicated family office in Singapore, reported in October 2022.

We serve the families of our clients in the entrepreneurial community, through a range of investment management and lifestyle services, with a strong sense of integrity and ethics. Every family is unique, and so is our approach to addressing the needs of every family we work with. Our objective is to achieve your financial and lifestyle goals across generations by drawing on years of professional experience.

Founded in 1983, ASK Asset & Wealth Management Group manages over INR 81,000 Cr (~$10B) for 20,000+ clients across seven business units: ASK Investment Managers (discretionary PMS), ASK Private Wealth (UHNW advisory), ASK Property Fund (real estate PE), ASK Capital (international), ASK Hedge Solutions, ASK Finance (NBFC), and ASK Private Credit Fund. Real estate and long-short fund AUM surged 122% YoY in FY2025. The firm serves 3,600+ wealth families and 18,000+ asset management folios, and was reported in late June 2026 to be targeting $1 billion in Middle East assets while expanding its Dubai hiring.

Berggruen Holdings, led by Nicolas Berggruen, invests across a wide range of industries, continents, and asset classes including direct PE, real estate, alternative energy, financial instruments, and basic industry startups. The firm builds its portfolio through long-term, value-oriented investments, acquisitions, and partnership management, and states it is prepared to invest up to $200 million in any one transaction. The firm cites more than 100 investments and over 20 years of investing experience on its website.

The strategic investment platform of the Burman family, control shareholders of the Dabur Group, led by Gaurav Burman. The platform takes a long-term, active approach to early-stage companies in Healthcare, Financial Services, Hospitality, Education, and Media, generally through joint ventures with global businesses and sizeable, governance-rights-bearing stakes in local Indian entrepreneurs. The family raised its stake in Religare Enterprises to nearly 30 percent in March 2026.

Founded in 2020 and led by Munish Randev, Cervin Family Office is a Mumbai-based MFO serving select Indian business families with holistic wealth management, investment strategy, asset allocation, and family governance advisory. Limited public disclosure on AUM and operations.

Founded in 2002, Client Associates manages roughly $7B in assets under advice across 1,300+ active client relationships. The firm operates from 11 Indian cities with 250+ professionals averaging 17+ years of experience. Services span private wealth management, family office solutions, estate planning, real estate advisory, investment banking, lending, insurance, and immigration. Five-time Best Financial Advisor Award winner; named Asian Family Office of the Year by Citywealth.

Pioneering the MFO space in India since 2010, Credence now operates as Equirus Family Office (Equirus Wealth Pvt. Ltd.). The firm grew from INR 50 Cr and 20 clients in 2010 to INR 10,000 Cr and 350 clients by 2025, with a 50-person team. Services include custom wealth management, strategic tax planning, bookkeeping, business advisory, risk management, concierge, mentorship, and philanthropy guidance. SEBI-registered as broker, portfolio manager, research analyst, and depository participant. Equirus and Credence merged their family office units in a combination Bloomberg reported at $2.1 billion as of February 3, 2025.

The investment arm of the Dandu Group, recognized as one of the largest family offices in India. Dandu Family Office invests across PE, growth equity, and VC from Hyderabad, backing ambitious ideas and entrepreneurs across fintech, infrastructure, maritime, consumer goods, e-commerce, biotech, energy, telecom, media, and mobility. The office is led by Raj Dandu alongside Senior Director Joyeeta Nair; Raj Dandu was recognized among key business leaders at the Hurun Stars of AP & Telangana awards in March 2026.

Founded in 2013 by Rajmohan Krishnan (author of 'Wise Wealth') and Sreepriya N S, Entrust Family Office provides boutique multi-family office advisory services helping families with fortunes create lasting legacies. Infosys co-founder Nandan Nilekani has been a client and mentor to the group since its 2013 founding. The firm believes families with wealth deserve customized solutions and someone they can trust to sit on their side of the table, addressing the complexities of financial management for ultra-high-net-worth individuals and families. Co-founder Sreepriya N S has since been featured in a Hubbis video on global diversification and fiduciary advice for India's next-generation wealth owners, and in ETMarkets Smart Talk discussing NRI mutual fund taxation.

Foresight Family Office is an independent, multi-family office with presence in Bangalore. The Founder and CEO, Kishore Raj, brings years of industry experience and a reputation for integrity and credibility. The team is built to grow and nurture a legacy for clients that withstands the test of time.

Founded in 1897 by Ardeshir Godrej, the Godrej Group is one of India's most venerated industrial dynasties. Godrej Consumer Products (market cap INR 1,00,928 Cr) generates INR 15,184 Cr in revenue across personal and home care. Godrej Properties ($6.7B market cap) is a leading residential developer. Godrej Industries coordinates the broader group with FY2025-26 revenue of INR 21,924 Cr. The group operates across nine sectors spanning banking, energy, digital, mobility, real estate, healthcare, trading, lubricants, and media. The family office was reported in June 2026 investing in SILA alongside the JSW, Lodha, and Sattva family offices.

Green Capital operates as an AMFI-registered mutual fund distributor providing a digital investment platform from New Delhi. Limited public disclosure on AUM and strategy.

Mumbai-based family office focused on investing proprietary capital in high-quality public and private companies in India. Indvest Group deploys directly into the Indian market.

The SFO of S.D. Shibulal, co-founder of Infosys, established in FY2005-06. Innovations operates as a custodian of assets with a long-term growth perspective across two tracks: philanthropy (Samhita Academy, Vidyadhan, Ankur, Shikshalokam) and business ventures (Axilor Ventures, The Tamara Leisure Experience, Numeros Motors, Micelio Mobility, The Organic World). Winner of Global Family Office of the Year and Best Family Office Custodian at the 2024 Family Office Excellence Awards, presented by India Sotheby's International Realty with CNBC-TV18 and Grant Thornton Bharat.

Founded by Jyoti Bhandari Chandra, Lovak Capital caters to the wealth management needs of multi-family offices and ultra-high-net-worth individuals across 5 offices, citing 500+ clients and 200 combined years of team experience. The firm provides comprehensive wealth management services including financial planning, investment management, succession planning, and real estate advisory. Committed to growth-positive wealth management, Lovak Capital partners with clients to achieve capital appreciation while managing risk.

The office of the Shanghvi Family. While core businesses are textile machinery manufacturing and foundry, MABS proactively seeks investment opportunities in real estate, retail, and the startup space. The firm partners with young business minds to create sustainable businesses while maintaining ethical practices and long-term growth perspectives, with portfolio companies including Bigspoon Foods, Financepeer, Plutomen, and Flo Mobility.

Founded in 1946, MIPL is an NBFC that operates as the investment arm of the Maheshwari Family Office. In its long history, MIPL has promoted ventures, built teams, and created impact across real estate, pharmaceuticals, renewable energy, IT, e-commerce, and education. Current strategy spans seed funding for promising ideas, lending to real estate developers, and renewable energy investment, alongside an algorithmic trading book that runs market-neutral proprietary strategies in the futures and options segment targeting 12-15 percent returns.

Founded by Vimal Kedia, Manjushree Ventures began in umbrella manufacturing before building a rigid plastic packaging business, and today operates as a conglomerate with ventures in technical textiles, health and wellness, paper packaging, real estate, and beyond. The family consolidated its interests into Manjushree Ventures after divesting its stake in Manjushree Technopack in October 2018.

Based in Delhi NCR, Midas Capital is a Baheti Family Office entity investing across various asset classes for sustainable global development and wealth preservation. The firm takes a disciplined, patient approach, focusing on long-term value creation.

The family office of Nadathur S. Raghavan, co-founder of Infosys, founded in 2000 and also involving Anand Nadathur. The group operates across three pillars: a diversified core building endowment-style portfolios from capital preservation to high growth; concentrated investments in science and technology ventures with patient, flexible capital; and social and philanthropy initiatives including NSRCEL at IIM Bangalore, FAME India (neurodevelopmental disabilities), biodiversity, and women's empowerment. Offices in Caterham, Surrey (UK), Singapore, and Bengaluru.

Phoenix Advisers is a boutique transaction advisory and investment management firm with offices in Delhi and Singapore, led by Chief Investment Officer Amit Khanna alongside Agam Sarin and Muskan Ahuja. We work with business owners and investors across India and the Asia-Pacific region to create successful capital funding and exit transaction outcomes. In our relentless pursuit of driving 'win-win' outcomes for our clients, we prioritize alignment of interests and long-term wealth generation in all transactions and investments we advise on.

Led by founder Ajay Bhartiya, a graduate of Sydenham College of Commerce, Pico Capital Pvt. Ltd. is a family enterprise operating as a registered NBFC that manages proprietary capital across equity, fixed income, real estate, renewable energy, and startup funding. The firm focuses on fundamental research and disciplined investment processes.

The Poonawalla family, led by Chairman Dr. Cyrus S. Poonawalla and CEO Adar C. Poonawalla, owns the Serum Institute of India, the world's largest vaccine manufacturer, producing vaccines for measles, mumps, rubella, DTP, hepatitis B, influenza, and COVISHIELD, with ongoing collaborations on chikungunya and Nipah vaccines. Family net worth: $22B+ (Forbes India #9, 2024). The broader Cyrus Poonawalla Group spans the Serum Institute and additional diversified holdings from Pune. The Adar Poonawalla Family Office has made direct investments outside the core Serum Institute holdings, including a Rs 700 crore stake in Inox Clean at a Rs 70,000 crore valuation.

Managing $15B+ in evergreen capital, Premji Invest holds a portfolio of 165+ investments generating over $20B in aggregate revenue. The firm focuses on for-profit investing for good, building and supporting companies for the long term across AI, biopharma, and growth sectors. Track record: 12+ IPOs and 7+ M&A events. Recent activity includes a stake in a Bharat Forge unit (February 2026) and an investment in Pramaana Labs (June 2026).

Established by Leena, Abha, and Vivek Dandekar, Raintree Family Office invests family-owned funds toward a portfolio promoting innovation in climate solutions, sustainability, and responsible consumption. The office manages two capital pools: a proprietary for-profit pool and a not-for-profit pool building a socially conscious investment portfolio.

A conviction-based, long-term family fund focused on managing personal wealth through fundamental research on growth-oriented stocks and emerging Indian companies. Samaasa Capital invests in niche companies with passionate management teams, emphasizing the long-term India growth story from Bengaluru.

Serial entrepreneur Sanjay Krishna Goyal founded SKG Family Office in 2022 after ACL Mobile (which he built) was acquired by Sinch in 2020. The firm manages wealth across three forms of capital, human, intellectual, and financial, applying an all-weather portfolio approach originally coined by Ray Dalio: built to perform through all market conditions rather than to minimize risk or maximize returns in any single regime. Stated objectives are to protect and grow financial capital, enhance family members' lives, and support business and social ventures, including philanthropy through the Anandaya Foundation and Accelerate Indian Philanthropy.

Formed in 2006 by the Sekhsaria family, associated with Ambuja Cements, NSFO seeks long-term, patient-capital partnerships in enterprises managed by world-class leadership teams. Led by Managing Director Pulkit Sekhsaria, the office invests through Radha Madhav Investments (its flagship investment company), alongside Madhurima International and Satyanarayan Sekhsaria Private Limited, and operates from Mumbai, London, and Dubai.

Boutique wealth management firm providing bespoke solutions for complex private wealth requirements across diverse jurisdictions. Offers expertise in managing global complexities while delivering peace of mind and safeguarding investments for families. Services rest on three core pillars: Integrity, Trust and Relationship.

Founded by Rahul Gupta, Udyat Ventures is a multi-family investment office operating with the philosophy of Invest, Assist, and Persist. The firm provides capital, mentorship, and strategic guidance to portfolio companies, serving as committed partners in the success of founders and entrepreneurs, including BlackLight Games (funding round, November 2023) and ThingsUp (Rs 4.8 crore raise, December 2022). With extensive experience in building and scaling businesses, Udyat Ventures takes a hands-on approach to guide portfolio companies through growth challenges.

A multi-family office founded in 2018 by Shveta Laroiya, Arihant Bardia, and Rahul Bhutoria, providing bespoke asset management solutions to families, institutions, and individuals across India and globally from offices in New Delhi, Chennai, London, and Singapore. The firm manages client investments across equities, debt, and alternative assets. The team cites more than 50 years of combined investing experience, and the corporate entity is registered as Valtrust Capital Private Limited.

Venn Wealth is the wealth management arm of Oye Paisa Consulting Pvt. Ltd. and a SEBI registered investment advisor (RIA 200004300). The firm believes that clients are more than their portfolios and sees relationships as partnerships of equals with the goal of enabling client goals. Venn Wealth provides comprehensive financial planning, wealth management, and multi-family office services including estate and legacy management.

Pioneering unbiased wealth and family office advisory in India since 2011. Founded by Soumya Rajan (Forbes "50 over 50" 2026), Waterfield operates from 10+ cities including Mumbai, Delhi, Bengaluru, Chennai, Pune, and Kolkata. The firm serves family businesses (INR 100 Cr+ investable), professionals, founders, global Indians, and media/sports clients. SEBI-registered investment advisor and portfolio manager with INR 1 Cr minimums across PMS, fund of funds, smart beta, and global solutions; the firm raised $18 million in funding in February 2025.

Operating for over a decade from Mumbai, Wodehouse is a mid-market investment bank that also runs an MFO arm providing investment management and succession planning for UHNW individuals. The IB side covers M&A, PE and VC advisory, and debt advisory. Wodehouse is the first and only Indian investment bank in the World M&A Alliance, connecting clients across Africa, the Americas, Asia, Europe, and Oceania.