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UHNW Private Family Office

Published by Venkat Ramana, 2021-01-23 06:46:54

Description: UHNW Private Family Office

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Introduction • Alpha Centauri Capital is founded by a group of highly committed and successful financial services professionals with extensive experience across Global Financial markets including London, Singapore, Hong Kong, Dubai & India. The professional experience of the team spans across leading Global Banks and Financial Institutions and expertise of serving the Ultra High Networth Families (Defined as Families with Investible Financial assets of over USD 100 mn) • The Vision of the Founders is to build an Institution which is known as a Leader in Client Centric Approach and is considered as the Gold standard in Financial Services. • To be built on the foundation of our Values Trust , Integrity & Excellence

Vision, Values & Guiding Principles • Vision To build a world class client centric Financial Institution based on our values of Trust, Integrity & Excellence • Solutions we build for our clients are guided by - Quality, Simplicity & Prudence • We believe in building long term partnerships with the client families through offering customized solutions across financial markets

Alpha Centauri Capital Businesses Investment • Emerging Corporates Banking • Startups and new age businesses Wealth • For High Networth Management Individuals • Corporates & Institutions Private Family • For Ultra High Net-Worth Office Services Families • Entrepreneurs & Promoters

Private Family Office Services for Ultra High Networth Client Families

Services Desired By UHNW Families Investing • Across all asset classes Fixed Income, Equities, Commodities, Real Estate, Private Equity ,Venture Capital • Across all Geographies i.e. Home market, Developed markets, Emerging markets & Frontier markets • Keeping a comprehensive record of all investments with detailed analytics • Proactive Tax Planning Accounting, • Legal opinion before decision making Tax & Legal • Life Insurance, Health Insurance & General Insurance • Trust & Estate Planning (Trusts, Wills & Foundation) Protecting & • International Residency and Citizenship Transferring

Services Desired By UHNW Families • Proactive tax planning with respect to a wide variety of commercial transactions across different Geographies in India and overseas Tax Planning • Higher Education Grooming & • Strategic career planning for the Gen-Next Training • Induction into Family Business or starting a New Business Gen-Next • Planning for a new business in the family or expanding existing business Family • Structuring, Capital Raising, Divesting ,M&A Business & • Philanthropy-Why, What , How & How much ? Philanthropy

“There are two times in a man’s life when he should not speculate-when he can’t afford it and when he can.” Mark Twain

Investment Product Spectrum Equity Markets Debt Markets Non Discretionary Equity PMS Mutual Funds Discretionary Equity PMS Debt Portfolio Management Equity Mutual Funds/ETF’s/IPO’s Structured Products Futures & Options Bonds & Preference Shares High Yield Credit Opportunities Structured Transactions High Yield Real Estate NCD’s Preferential /Specially structured Transactions

Investment Product Spectrum Alternate Assets Loans & Leverage Absolute Return Hedge Fund Strategies Portfolio leverage for Investing Long Short AIF Strategies IPO Financing Distressed Asset Investing (ARC) Venture Capital / Private Equity Loans for Higher Education Real Estate (Commercial & Residential) Borrowing for Business (Term Metals & Commodities Loan/Working Capital) Real estate Financing (LRD/LAP) Leverage against unlisted company shares

Investing In Global Financial Markets ? • Global Financial Markets offer a very important diversification outside the Home currency and offer investors a protection from any extraordinary situations which emanate from (Geopolitical /political situations, hyper inflation) • One can invest across a wide variety of assets like Equities , Bonds, Commodities, Hedge Funds , Real Estate (Residential & Commercial) • Alternate Assets like Private Equity or New age businesses

International Residency & Citizenship Residency & Citizenship by Financing of Luxury Items Investment in a few Jurisdictions • Private Jet Financing • Yacht Financing • Singapore • Automobiles • London • Austria • Spain • Belgium

Its not how much money you make, but how much you keep, how hard it works for you, and how many generations you keep it for” Robert Kiyosaki

Wealth StrucStuurincgcession Planning How do I provide for regular income in the How do I ensure that my hands of my dependents in the long run? business is continued by my How do I protect my personal Key children in the long run? assets from business creditor’s Considerations claims (segregation of business and How should I divide my wealth between children? personal assets)? Should I divide it at present How do I streamline the or in future? ownership and businesses in How do I ensure that the desired manner – children abide by family simplification of group values? How do I pursue my structure? philanthropic goals? In designing a succession plan, various tax and legal parameters need to be considered helps in addressing the concerns of the PATRIARCH / PROMOTER

The Private Family Office Edge Unique Platform, which ensures the long Results In term sustainability of the family legacy ▪ Holistic approach towards The Private Family Office partnership management of family assets creates an Institutional approach that carries the family legacy across ▪ Alignment of interests with generations families interests ▪ Long term relationship/focus ▪ Inter-generation transition ▪ Next-Gen Education ▪ Solutions-driven approach to activities 15

“Truth , Like gold , is to be obtained not by its growth , but by washing away from all that is not gold.” Leo Tolstoy

Look Forward to building a Long and Successful Partnership with your Family

Thank You

Standard Disclaimer Disclaimer: This presentation has been prepared by Alpha Centauri Capital for information dissemination purposes alone. It may contain confidential, proprietary or legally privileged information. It should not be used by anyone who is not the original intended recipient. Investments in securities markets are subject to market risks. Alpha Centauri Capital and its associates are engaged in the business of distribution of financial products. Alpha Centauri Capital or any of its associates do not guarantee any returns on the investments made. The contents of this presentation are for general information purposes only and should not be construed as an offer or solicitation of an offer for distribution, subscription, purchase or sale of any securities or financial instrument(s). The information provided herein is not intended to be and must not alone be taken as the basis for an investment decision. It does not consider the investment objectives, financial situation or particular needs of the recipient. Investors are expected to educate themselves of all associated risks before taking investment decisions. The information contained herein is not intended for publication or distribution or circulation in any manner whatsoever and any unauthorized reading, dissemination, distribution or copying of this communication is prohibited unless otherwise expressly authorized. Neither this communication nor the securities or financial instrument(s) have been registered in certain jurisdictions and persons coming in possession of the same should inform themselves about and observe any restrictions pertaining to their respective jurisdictions.


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