High Net Worth Individuals (HNIs) comprise of a smaller yet major segment of investors. These people are highly educated, talented and consider themselves well acquainted to technology. Rather than inheriting, HNIs have created most of their wealth by themselves. However, the ‘technology-advisor’ relationship has worried quite a few HNI investors. The face-to-face charm of advisory service coupled with modern day technology makes it easier and brings greater value to them in managing their financial affairs.

HNI investors have a hunger for furthering their investment and regulatory knowledge and this is where a good advisor comes in place. Data compilation and presentation is an art using scientifically designed process.

Annveshan has been serving more than 400+ HNIs with established profiles. The firm has a deep understanding of tax implications and financial documents requirements from HNIs. We offer personalised partner level interactions to HNIs through our customised MyFAME (My Financial Asset Management and Execution) product. Our services include:

• Dedicated financial controller services for HNIs covering as aspects of business processes, FEMA, taxation, record keeping and document management.
• Co-ordination with wealth managers, lawyers, tax consultants, property advisors, regulators to provide ‘end to end’ financial, tax & regulatory solutions. 
• Overseeing all fund outflows and inflows with in-built controls and overall portfolio reporting & performance monitoring is also done by us.
• Wealth enhancement and wealth protection services which include creation of a family trust and trust management.