Top 10 Family Office Consultants - 2025

Pankaj Kumar, Partner

Offers bespoke wealth-management and family-office advisory services, including investment planning, estate structuring and private banking solutions for HNIs, professionals and business owners

Kailash Agarwal, Partner

Operating as a single-family office investing globally across asset classes with a focus on growth-stage ventures, real assets and fixed-income portfolios

Sreepriya NS, Co-Founder & CEO

Offers boutique, fee-only multi- and single-family-office services covering investment advisory, wealth & legacy planning, estate management and tailored family-office solutions for ultra-highnet- worth families

Amit Bivalkar, CEO

Providing services for ultra-high-net-worth families, covering wealth & investment management, tax & estate planning, realestate advisory, philanthropy and concierge support

Suraj Malik, Founder & Managing Partner

Offering integrated advisory in investment funds, estate & trust planning, M&A, family office services and governance to entrepreneurs, HNIs and family businesses

Mazahir Mazhar, Founder

Offering multi-family office support, private wealth management, estate & tax planning, and risk-management solutions

Hrishikesh Mafatlal, Chairman

Operating across textiles, rubber-chemicals, IT, EdTech, health & hygiene and other sectors

Leena Dandekar, Founder and Principal

Provides specialized family-office investment and wealthmanagement services, catering to high-net-worth families seeking strategic asset allocation and governance solution

Mohit Ralhan, CEO & Managing Partner

Uses advanced data-science and proprietary algorithmic models to generate consistent, risk-adjusted returns for institutional investors, high-net-worth individuals and family offices

Vansh Oberoi, Co-Founder

Provides curated access to early- and growth-stage ventures for family offices, UHNIs, and successful entrepreneurs