Being in the middle of a changing era of wealth management in India, the company understands the aspects that need to be focused on to gain sustainability in the market
Swati Saxena, Founder & CEO
In recent years, the rise of family offices as key players in wealth management has gained unprecedented momentum, particularly in India, with 300 family offices in 2024. As a bespoke, sophisticated vehicle for managing the fortunes of ultra-high-net-worth individuals (UHNWIs), family offices are becoming instrumental in shaping the trajectory of family-owned wealth, ensuring intergenerational transfer, and fostering long-term growth. While their rise on the global stage has been well-documented, India’s distinct socio-economic fabric has created a unique environment where family offices are increasingly gaining prominence.
New-gen entrepreneurs have been on the rise, raking in a lot of wealth, thanks to their flourishing businesses. With an increase in purchasing power and corpus funds, the younger generation is turning towards family offices that offer holistic & comprehensive financial management.
4Thoughts Finance distinguishes itself from its peers in the sector, through a neutral & holistic approach to financial management. It provides clients with complete information & assistance regarding potential investment options, estate planning, risk management, financing & tax structuring. The company manages everything for the client, becoming their personal CFOs and financial managers. “Nowadays, clients are themselves very well informed about the financial landscape & current market trends in the country and know the booming sectors for investing. Our research and customised offering which is very client focused and client specific help us to provide streamlined solution to our clients," mentions Swati Saxena, Founder & CEO, of 4Thoughts Finance.
Diversified Service Portfolio
Being in the middle of an ever-changing Indian wealth management landscape, the company recognizes the characteristics that need to be focused on to gain sustainability in this competitive sector. Under its framework, the company holds numerous activities and services categorized into diverse branches. It is worth mentioning that the company adopts a personalized approach towards all its clients. It comprehends all the financial aspects & goals which helps in creating client trust on us and to create an accurate profile and scout for potential investment opportunities “Our clients trust us because they have been dealing with a designated team of experts who are aligned with their financial objectives. Until now, we have gained clients only because of referrals which proves that clients have liked our personalized approach," highlights Swati.
Being in the middle of a changing era of wealth management in India, the company understands the aspects that need to be focused on to gain sustainability in the marketSwati Saxena, Founder & CEO
As there are huge amount of options available at a global scale, 4Thoughts Finance as a family office not only provides information regarding native financial services but also aid clients in understanding international markets and the budding areas of investment across globe. To provide the best possible services to clients, the company is associated with several financial partners and keeps information about all the services that are offered by them. The company also helps the clients in CSR initiatives. From planning to execution, our clients have a professional guiding hand with them.
Future Endeavours
Since its inception in 2015, the company has gained considerable recognition in the family office sector, mainly due to its multi-faceted approach and accurate client-goal understanding. Looking at the growth of the family office sector, the company plans to expand its services and double its AUM in the next three years. “We also have plans for an office in Singapore, as it is a growing global wealth management hub”, concludes Swati.
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