Client segments · Family Offices

Family offices.

A pool of patient capital (typically ₹100 to 500 crore and more) with a dedicated team, defined Investment Policy and a partner who can act as a brake and accelerator depending on the situation.

Investible surplus ₹100 cr+A dedicated investment teamOne Investment Policy
Five people in discussion with laptops and notebooks in a double-height living room, a city skyline beyond the windows
The Indian family office story

The evolution of the Indian family office ecosystem.

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1970–2000
Munim / Trusted Lawyer or CFO

Wealth managed informally, through personal trust in a single individual close to the family.

2000–2010
Indian & MNC Banks, Institutions, Brokers

Wealth moved into formal institutions — but advice remained product-led.

2010–2020
New-Age Platforms

Technology-driven platforms widened access and choice across products.

2020 Onwards
Super-Specialised Firms

Dedicated, senior-led firms offering institutional-grade, conflict-free advice.

Palette sits at the frontier of this shift — institutional discipline, delivered as a dedicated, senior-led mandate.

Where we add value

Bespoke ideas, transparent pricing and an early read on what’s next.

Ideas

We will bring to you bespoke solutions with attractive risk reward. While this looks like a difficult combination, we have over the years been able to identify great managers who are aligned to long-term thinking like yours to deliver superior returns.

Pricing

Our endeavor is to create value for all participants in the ecosystem. When the pie expands, everyone benefits. We are conscious of cost and look to create structures that work for our clients.

Trends & opportunities

We are fortunate to collaborate with some of the best and brightest minds in the industry. These interactions, combined with our experience of navigating market cycles and evaluating businesses, give us valuable insights into the future.

The Friction and Our Solution

What family offices typically run into.

Trouble finding and retaining investment talent
Our answer
Ownership-driven longevity
Inundated with incoming ideas
Our answer
Only filtered and curated, no clutter.
Navigating market cycles, greed and fear, without guidance
Our answer
The experience of having been there and done that.
Unsure of industry trends and best global practice
Our answer
Our network and experience
Shortening the learning curve, without costly mistakes
Our answer
Access to practitioners, who have paid the tuition fees.
Performance and cost transparency
Our answer
Independent third-party audit

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