Personalized Financial Expertise,
Tailored for You

At First Assetz, we are more than advisors—we are long-term partners in your financial journey. As a Bengaluru-based family office, we specialize in creating custom strategies for Ultra High Net Worth Individuals (UHNI), family-owned businesses, and entrepreneurs.

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Real Estate Advisory

Maximizing returns through strategic planning and portfolio optimization.

  • Property identification, valuation, and acquisition support
  • Asset optimization and exit strategies
  • Legal due diligence and transaction management
  • Expertise across residential, commercial, and land assets

Capital Structuring

Optimize your business or personal capital for strategic growth.

  • Designing effective debt-equity models
  • Restructuring for liquidity, expansion, or tax efficiency
  • Equity and debt placement advisory
  • Fundraising and investor readiness

Tax Advisory

Achieve tax efficiency while staying fully compliant.

  • Domestic and international tax planning
  • Personal and business tax strategy
  • Tax filings, audit support, and assessments
  • Representation before tax authorities

Legal Advisory

Navigate complex legal situations with expert guidance.

  • Legal structuring of businesses and trusts
  • Drafting wills, family constitutions, and contracts
  • Property and inheritance law advisory
  • Resolution of disputes and litigation support

Succession & Legacy Planning

Create a seamless and meaningful wealth transfer strategy.

  • Will creation and estate planning
  • Trust formation and family governance structures
  • Business succession strategies
  • Minimizing tax impact on wealth transfer

Philanthropy Planning

Build a legacy of giving through structured philanthropic planning.

  • Establishing charitable trusts and foundations
  • Impact-driven donation planning
  • Compliance with regulatory frameworks
  • Monitoring and reporting on social impact

Why Choose First Assetz?

Proven expertise in SME IPO advisory

Customized strategies aligned to your business goals

Transparent, supportive, and hands-on execution

Focus on long-term market success, not just listing

Client Testimonials

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“A testimonial from a client who benefited from your product or service. Testimonials can be a highly effective way of establishing credibility and increasing your company's reputation.”
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“A testimonial from a client who benefited from your product or service. Testimonials can be a highly effective way of establishing credibility and increasing your company's reputation.”
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Ready to Take Control of Your Financial Future?

Let First Assetz help you secure your legacy, grow your wealth, and achieve your vision—step by step.

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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.