Secure Your Financial Future
with FIRST ASSETZ

Your Trusted Family Office Partner Specialized in
Private Wealth & Advisory Services.

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Family Office

Begin your journey towards personalized financial solutions.

Multi Assets

Picking the right asset to achieve the desired goal is the key to success.

SME & Start-up Advisory

We help you take your SME raise funds and take it to listing

Why Choose
FIRST ASSETZ?

Established in 2016, First Assetz is a Bengaluru-based family office dedicated to serving Ultra High Net Worth Individuals, family-owned businesses, and entrepreneurs. We prioritize long-term relationships, trust, and tailored financial solutions to meet your unique needs. We are one-stop solution for investments, tax, and other compliance 

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Certified and Trusted by Industry Leaders

Customers
0 K+
Countries Presence
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Industries Served
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Transactions in USD
0 M+

Key Benefits

Real Estate

Comprehensive real estate and risk management services.

MultiAssetz

Extensive expertise in multi-asset investment advisory.

Custom services

Personalized succession and legacy planning.

our expertise

Over 25 years of experience in taxation and legal advisory.

Tax
Advisory

Leverage decades of expertise for efficient tax planning.

Legal
Advisory

Navigate complex legal matters with confidence.

Succession & Legacy Planning

Ensure seamless wealth transfer across generations.

Philanthropy Planning

Strategize impactful philanthropic initiatives.

Happy Clients

We are a family office client of First Assetz. We have known Mr Kini & CA Vidya Kini for almost a decade . Their service and professionalism is impeccable. We feel so blessed to have connected with them We feel so grateful to them for taking care of our investments and assets in India. Gives peace of mind Looking forward to continuing this relationship for many more years
Dr Sudha, California.
Working with Mr. Kini and team has been a pleasure. They have a unique approach of understanding the client, family background, aspirations and look at the overall picture while they advise. It feels they are our extended family and have our best interests at heart
Subhash Bhaskar, Thailand
Since we started investing with First Assetz it has been a good experience, Prashanth has hand held me through the entire process. Thank you
Mrs Anita Kamath
First assetz have been very kind and approachable for me from day one. We were able to get very good apt advices from Jayant, Prashant and Kini sir for all our financial investments. In fact after meeting team First Assetz it was an eye opener for us in most of our investments which were not well managed by our previous wealth manager . We are doing very well here under the able guidance of team FA and are at peace now. Thank u Team FA and more power to u 🙏🏼🙏🏼🙏🏼
Mrs. Vaani Rajendra
We have been associated with Mr. Prashant at First Assetz for nearly seven years now, and it has been an excellent experience throughout. He has guided us thoughtfully in our investment journey, particularly and other key financial decisions. What truly sets him apart is his trustworthy nature and client-centric approach—he never pushes products but instead takes the time to understand our needs and priorities. His advice has consistently supported our goals, and his investment suggestions have proven to be both sound and profitable. We deeply value his guidance and highly recommend him to anyone seeking a reliable financial advisor.
Mrs Rohini Seshan
Our family has been associated with First Assetz for more than 3 years now, and it has been very fruitful. Mr. Jayanth and Mr. Prashant have given us timely suggestions on fund allocation based on market trends, which have been very helpful. They are also very prompt and accurate in their documentation. I would highly recommend First Assetz.
Mrs. Rashmi Chandur
I have been a client of FirstAssetz since 2020 thanks to Mr. S.N. Jayanth. Investing and monitoring multiple MFs was a challenge for me. Analysing performance reports, financial data and decisions to switch or continue with the funds was a complex and time-consuming task and made me think whether to exit and choose simpler and traditional investment options. FA and its team of experienced professionals led by Mr. Narayan Kini made my life easier. They understood my needs and designed a portfolio which has since grown considerably. In addition, their team shares updates & reports and makes recommendations on a regular basis which is all that is needed to follow-up, add on and monitor performance. I would highly recommend this dedicated team of professionals to people for managing their investments in MFs and benefit from FirstAssetz's expertise in wealth creation.
Mr. Sathyesh
I’ve had the pleasure of working with First Assetz for managing and maintaining my investments, and the experience has been nothing short of outstanding. Their team is extremely professional, responsive, and transparent in their approach. What truly sets them apart is the consistent support and clarity they provide at every step—be it identifying opportunities, executing transactions, or handling documentation and follow-ups. I always felt well-informed and confident about the decisions I was making, thanks to their diligent efforts and expert guidance. Their commitment to client satisfaction and long-term value creation is evident in every interaction. I highly recommend First Assetz to anyone looking for a trusted and efficient investment partner.
Mr. Manoj M

Take the First Step Towards Financial Freedom

Our advisors are here to guide you every step of the way.

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Disclaimer

First Assetz is an AMFI Registered Mutual Fund Distributor Vide ARN-115844.
Initial Registration date: 14/10/2016
Valid Till: 09/03/2027

First Assetz receives brokerage on amount invested by its customers from respective Asset Management Companies. Customers are requested to visit the link below for the detailed brokerage structure: Brokerage Disclosure

First Assetz invites its customers to visit Login to track their mutual fund portfolio 24/7 at their convenience. For any support, please write to us at info@firstassetz.com

Disclaimer: Mutual Fund investments are subject to market risk. Please read all scheme-related documents carefully. The NAVs of the schemes may go up and down depending on the market conditions. First Assetz does not have any investment products nor Registered Investment Advisors.
Investment risk solely rests with the investor.