
Generational Wealth
Who We Are – Summary Generational Wealth is India’s leading multi-family office dedicated to creating enduring legacies for ultra-high-net-worth families, entrepreneurs, and business owners. We build and protect generational wealth by combining institutional-grade global investing with tailored Indian family governance and succession solutions.
Our clients invest through the same world-class platforms used by the largest institutions worldwide: - BlackRock - Vanguard - NAG ANALYTIX (our proprietary quantitative strategies).
Two flagship offerings:
1. Global Investment Product (GIP) – A diversified, professionally managed global portfolio designed for long-term, inflation-beating growth.
2. Trust Product (ETP) – An irrevocable trust that secures and grows funds exclusively for the education and development of future generations, with full tax efficiency.
Beyond investments, we provide complete legacy support: family constitutions, private trusts, succession planning, philanthropy, next-gen mentoring, and asset protection. At Generational Wealth, we don’t just grow wealth — we ensure it lasts for generations, aligned with your family’s values and vision.

Delivering 20% each year for the last 20 years, this investment strategy has enabled many to effectively plan for their children's education loans while also allowing them to invest in US stocks. The steady long-term appreciation comes with very little volatility, making it a wise choice for those pursuing US masters or US undergrad degrees and looking to enhance their wealth planning.

The USD has appreciated against the Rupee by an average of 6% over more than 40 years, demonstrating a steady trend that can be likened to the long-term investment strategies people consider when seeking a childrens education loan, or when they choose to invest in US stocks. This upward movement parallels the value of attaining a US masters or US undergrad degree, which is often part of broader wealth planning.
Generational_Wealth_Education Trust (pdf)
DownloadIt is never too early to get started on your investment plans, whether you're looking to invest in US stocks or plan for your children's education loan. Tell us more about your goals, such as pursuing a US masters or US undergrad, and we will help you create a wealth planning strategy to achieve them.
Call us at: +91 22 45181360
Esperanza Building, 1002, 10th floor, Bandra West, Mumbai, Maharashtra, India
Open today | 09:00 am – 07:00 pm |
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.