Archive · 26 Jun 2025
Indian Family Offices Diversifying into Global Investments
Family offices, which manage money for wealthy Indian families, are growing.
They are shifting from traditional investments to things like stocks from around the world, real estate, and other investments.
This shift is due to an increase in the number of rich people in India and their desire to invest in different ways.
These offices are also focusing on planning for the future and managing money more carefully, including preparing for inheritance.
They also have to deal with rules and taxes that are changing.
Indian family offices are diversifying investments into global equities and alternatives.
Over 300 family offices operate in India, up from 45 in 2018.
Many family offices are expanding globally, mirroring UHNIs' cross-border activities.
A growing focus is emerging on formalizing governance and succession planning.
Regulatory matters, including tax laws and cross-border complexities, are key concerns.
- Who
- Indian family offices and ultra-high-net-worth individuals (UHNIs).
- What
- Indian family offices are diversifying investments.
- When
- From 2018 to present, with ongoing shifts.
- Where
- India
- Why
- Driven by wealth growth and desire for global investment.
Wealth Preservation
Investment Diversification
Investment Strategy
Wealth Preservation
Focus on wealth preservation.
Investment Diversification
N/A
- Family Offices in 2018
- 45
- Family Offices in 2024
- Over 300
- Investment Shift
- From traditional to global/alternative assets
- LRS Remittances (2023-24)
- $31.7 billion
- Families with Wills/Constitutions
- 59%
Sources
Traditional investments take a backseat as Indian family offices diversify, 48% say changing tax laws are a major challenge
Beyond trust: India's younger generation is bringing clarity to family wealth planning
AIF assets to top Rs 100L crore by 2030: EY & Julius Baer
Family offices hit 300-mark, shift to global and alternative assets