Experience

Value Plus - The Family Office

• India
• Financial Services
• 1 - 100 Employee

• Founder & CEO

  • 1979 - Present

  Adhering to the concept of Family Office, Value Plus serves HNI and Ultra HNI families. I have singlehandedly brought up Value Plus and gradually turned into a team of 25 highly qualified professionals which includes CA’s, MBA’s, CFP’s & CFA’s who constantly strive to provide growth, safety and happiness to families and businesses of the clients. We have successfully served 5000+ HNI and UHNI clients and families till now.Our experts serve by coordinating each aspect in a manner, reflective of key goals and mission of family and business. Being a product-neutral, Family Office provides the best solution.As the population of HNI and Ultra-HNI rises, the need of a single entity to manage unique and myriad requirements of the rich, with respect to wealth and risk management, estate planning, tax planning, asset allocation (Sector-Wise, Country-Wise, Family Member-wise), legal regulations, business expansion strategies, profitable borrowing, etc. arises.