Family Office Solutions

Why Us

Our dedicated Family Office Service (FOS) team caters to the need of family offices, high-net-worth individuals and renowned corporates across India. Pi Square’s resources and industry experience differentiates our services, which includes advice-driven wealth management, global diversification, tax planning, banking and asset administration solutions, etc. all under one roof. We offer tailored solutions across asset classes with a sustainable investment process. We are glad to be associated with some of the leading professionals across chemical, pharmaceutical and infrastructure industries.

Our multi-family office caters to UHNIs across India, providing comprehensive services and addressing the need for a systematic approach to managing family wealth.

Key Statistics

60+

Family Relationships

6

Dedicated Professionals

650cr+

Asset Size

Our Offerings

Wealth Advisory

  • Direct Equity
  • Fixed Income
  • Global Diversification
  • Private Equity Opportunities
  • Alternate Products

Financial Planning

We undertake a deep discovery process to focus on what matters to you. This ensures a customized wealth plan based on your unique and complex goals.

Tax & Estate Planning

We help you make tax-smart investment decisions to maximize your return potential. Our estate planning services helps you prioritize and preserve your legacy.

Risk Management

We have an effective risk management framework that assesses potential risk associated with each instrument and advises on appropriate rebalancing.

Bridging Services

We bring our wide financial service network that comprises highly specialized professionals who can assist you with varied business and financial needs.

Comprehensive Reporting Structure

We provide detailed and comprehensive reports periodically to help you evaluate your investments with a hawk-eyed approach.

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In case of any grievances or complaints, please write to us on complaints@pisquareinvestments.com Additionally, you may also reach SEBI SCORES and download the SEBI SCORES app from Play Store and App Store.

© 2018 Pi Square Investments – All Rights Reserved

Vishrut Pathak – Partner

Vishrut Pathak is an MBA from St. John’s University, with specialisation in International Finance and has a PGD from New York university in Financial Statement Analysis. He was Vice President at HNW Inc. for 6 years where he worked with leading institutional clients like Lord Abbett Merrill Lynch, CitiBank and Morgan Stanley. Prior to HNW Inc, he worked as a senior analyst for a growing Buyout firm in New York in hospitality industry (IT Hospitality Inc.). After working for 10 years with various financial firms in New York, he founded “Pi Square Investments” in Jan 2011. He has over 20 years of Investment Management and corporate finance experience and also Mentors at EDII (Entrepreneurship Development Institute of India) under CrAdLE platform.