First Assetz is a Bengaluru based house of professionals that works with Ultra HNIs, Family Owned Business & Entrepreneurs.
Our principles are maintaining long term relationship and utmost trust with our clients to service them over generations
Our strength is in networking with professionals from different area of expertise and weave them together to offer the best of service to our clients.
Multiplying our savings is a continuous and disciplined effort. Many products are available but all products are not suitable for us. Picking the right asset to achieve the desired goal is the key to success.
Most families have more than 50% of their wealth as real estate portfolio. It gets really tricky at times especially when you hold multiple properties and land parcels. We take care of your entire real estate portfolio be it property management, representing for transaction or development etc.
Managing risk is the only way to optimize the returns and continuity. Be it investment in financial instruments, real estate, business or life of the individual, needs risk evaluation and management. We work closely with experts from this domain and get the best of service to your table.
We understand the capital structure required for not only your business but for the entire enterprise. Various structures are required for your various needs that are in harmony with your long term needs.
We understand the capital structure required for not only your business but for the entire enterprise. Various structures are required for your various needs that are in harmony with your long term needs.
Family office requires a proper and systematic accounting and record keeping service. This is the heart of the family office. We come with a very long experience of more than 25 years in this department.
We have on our panel of expert advisors who are domain experts in various legal matters. Our team is highly experienced in corporate laws.
One that requires utmost care and careful structuring. We understand your requirements and get the best of advice for succession and legacy planning.
While the life goes on in striving hard to earn, accumulate and pass on, there is an element of deep desire to give it back to the society. We help in planning and suitable selection of vehicle/ partners to make your dream come true
First Assetz is a 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
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
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.
Founder
Advisor Taxation
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
690, 12th Cross Rd, 7th Block, Jayanagar, Bengaluru, Karnataka 560070, India
info@firstassetz.com Bangalore +91 80 26762079 +91 80 26764464 Mumbai +91 98201 88795
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed