Firm profile
Venn Wealth
Venn Wealth is a multi-family office based in Bangalore.
Updated . Rechecked monthly.
- Entity type
- Multi-Family Office
- Headquarters
- Bangalore
- Website
- vennwealth.in
- Source
- Firm-reported
About Venn Wealth
Venn Wealth describes itself as the wealth management arm of Oye Paisa Consulting, a SEBI registered investment adviser. The firm states that its offerings include financial planning, wealth management, and multi family office services such as estate and legacy management, lifestyle management, real estate services, and NRI focused services.[Firm website]
According to the firm, Venn Wealth frames client relationships as partnerships of equals, stating that it sees clients as more than their portfolios and aims to actively manage financial assets in line with the risk profile and asset allocation preferences of each client.[Firm website]
- Focus
- Comprehensive wealth management including financial planning, multi-family office services, estate and legacy management, and NRI wealth solutions
Where Venn Wealth is listed
Venn Wealth is in the investor directory.
Scope and method
- What is shown
- The facts on Venn Wealth's row of our directory lists: its kind, its headquarters, its founding year and website where the row gives them, the figure with its date, and the description.
- The figures
- Each figure carries its date. A figure from a public filing links that filing; a figure the firm reports itself is marked firm-reported.
- Sources
- Reported by the firm and the firm's own website, vennwealth.in.
- Checked
Compiled by Praxis Rock Advisors. Reuse of our descriptions needs permission.