Capital. Clarity. Confidence.

FAMILY OFFICE READINESS DASHBOARD

₹73000.00

A structured diagnostic readiness engagement for business families, UHNI promoters, and family offices to assess wealth architecture, governance preparedness, and inter-generational continuity.

This is not investment advice. It is a readiness and risk-mapping framework designed to support informed capital decisions.

WHO THIS IS FOR

  • Promoter families with operating businesses

  • UHNI families with multi-asset exposure

  • First-generation wealth creators planning succession

  • Families transitioning from informal wealth handling to institutional discipline

WHAT THE DASHBOARD COVERS

(Real risk mapping — not questionnaire-based)

1. Wealth Architecture Mapping

  • Operating business vs personal wealth separation

  • Asset spread across equity, debt, real assets, alternates

  • Liquidity vs concentration analysis

  • Cross-holding and dependency flags

2. Risk Reality Assessment

  • Market risk exposure (explicit + hidden)

  • Business risk vs family risk overlap

  • Legal, regulatory, and structural vulnerabilities

  • Black swan & continuity risk indicators

📌 No risk scores. No templates. Real-world exposure mapping.

3. Succession & Continuity Readiness

  • Ownership vs control clarity

  • Role definition across generations

  • Decision-making protocols

  • Emergency succession preparedness (unexpected events)

4. Governance & Documentation Hygiene

  • Will / trust presence (no drafting, only readiness check)

  • Nomination & holding structure review

  • Power of attorney and contingencies

  • Recordkeeping gaps & risk flags

5. Capital Allocation Readiness

  • Suitability screening for PMS / AIF access

  • Capital discipline filters (drawdowns, volatility tolerance)

  • Institutional engagement readiness (without product pushing)

ENGAGEMENT DETAILS

  • Duration: 90 minutes (single or multi-session)

  • Format: Confidential consultation (Virtual / In-person)

  • Conducted by: RuppeeCoin Capital Allocation Office

  • Output:

    • Family Office Readiness Snapshot

    • Risk flag summary

    • Governance & continuity checklist

📌 No investment recommendations. No execution. No product selling.

PROFESSIONAL FEES

  • ₹73,000 + GST