First Assetz Family Office LLP

Overview

First Assetz provides family-office and business advisory across multi-asset portfolios, real estate, capital structuring, taxation, legal matters, succession, philanthropy, and growth planning.

History

First Assetz was established in 2016 in Bengaluru.

Services

Its multi-asset advisory builds diversified portfolios across equity, debt, alternatives, and other assets, with ongoing monitoring and rebalancing.

Real estate advisory supports property identification, valuation, acquisition support, asset optimization, exits, legal due diligence, and transaction management across residential, commercial, and land assets.

Capital structuring services include debt-equity models, restructuring, equity and debt placement, fundraising, and investor readiness.

Tax advisory covers domestic and international planning, personal and business strategies, filings, audit support, assessments, and representation before tax authorities.

Legal advisory addresses business and trust structuring, wills, family constitutions, contracts, property and inheritance matters, dispute resolution, and litigation support.

Succession and legacy planning includes wills, estate planning, trusts, family governance, business succession, and wealth-transfer tax planning.

Philanthropy planning includes charitable trusts and foundations, impact-focused donations, regulatory compliance, and social-impact reporting.

The firm also offers SME and startup advisory focused on helping businesses raise funds and reach listing.

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Business owner services
• Private and alternative investments
• Cross-border planning

Client Focus

First Assetz says it serves ultra-high-net-worth individuals, family-owned businesses, and entrepreneurs. Its SME and startup advisory supports companies seeking fundraising and listing opportunities.

Approach

The firm presents its work across multi-asset advisory, family wealth planning, business structuring, and legacy matters. Its multi-asset service includes portfolio monitoring and rebalancing, while its real estate and capital structuring services cover evaluation, acquisition support, fundraising, and transaction management.

First Assetz reports AMFI mutual-fund distributor registration under ARN-115844, with an initial registration date of 14 October 2016 and validity through 9 March 2027. The firm also states that it receives brokerage from asset-management companies on customer investments and identifies itself as a mutual-fund distributor rather than a registered investment adviser.

FAQs

Related resources

• LocationMultifamily offices in India

  This page helps readers compare how multifamily offices in India serve wealthy families, entrepreneurs, and family-owned companies. It provides regional context for assessing services such as investment management, tax planning, estate planning, philanthropy, and family governance when considering a Bengaluru-based firm.

• Network siteOffshoreTrusts.com

  These guides explain offshore trusts and international asset planning for families with cross-border holdings, beneficiaries, or business interests. They can help readers prepare questions about jurisdiction, tax coordination, estate structures, and the international planning needs that may arise alongside First Assetz's stated services.

• Network siteFamilyBusinesses.com

  The directory and playbooks offer practical context for family-owned businesses managing ownership, succession, governance, and family education. Business owners can use them to frame discussions about investment decisions, estate planning, philanthropy, and services intended for closely held enterprises.

• GuideThe annual MFO review

  The annual review gives readers a structured way to study developments and themes affecting multifamily offices. It may help a family or entrepreneur compare current questions around private investments, governance, planning, and client needs with the services listed for First Assetz.

• Similar firmsTrustPlutus Wealth (India) Pvt. Ltd.
  Alpha Capital
  Foresight Family Office

  Profiles of TrustPlutus Wealth (India) Pvt. Ltd., Alpha Capital, and Foresight Family Office provide additional firms for comparison. Readers can review differences in stated services, client focus, and geographic context before discussing investment management, planning, governance, or private investment needs with prospective advisers.

Sources

1. https://firstassetz.com/
2. https://firstassetz.com/services/

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.