Know the people
Life stages, dependants, family dynamics and the decisions that matter.
PERSONAL RELATIONSHIP · FAMILY CONSOLIDATION · CONTINUITY
Your family is more than
a collection of portfolios.
Prasar Inc. brings people, goals, existing investments, documents and long-term responsibilities into one coordinated financial relationship—so the family can see the complete picture and act with greater clarity.
THE RELATIONSHIP VIEW
One family.
One organised picture.
One review rhythm.
Personal attention supported by structured processes, regulatory discipline and coordination with independent professionals where required.
2017Relationship-led since
285+Family relationships
Investment products may sit in different accounts.
But the responsibilities they serve belong to one family story.
Organise the picture
Goals, folios, liquidity, records, nominations and responsibilities in context.
Keep it connected
Periodic conversations as markets, careers, residency and priorities evolve.
FAMILY FINANCIAL CONSOLIDATION
Clarity begins when scattered information comes together.
A family may hold investments across members, platforms, bank accounts and advisers. The first need is often not another product—it is a reliable view of what exists, why it exists and what still needs attention.
Begin a consolidation conversation →01Family members & responsibilities
02Goals, timelines & liquidity
03Existing folios & asset classes
04Nominees, mandates & records
05NRI status & bank routes
06Review calendar & next actions
THE CAPABILITY MAP
More than portfolio construction.
A complete relationship framework.
Every capability begins with the family’s stated needs and remains within the appropriate mutual fund distribution and professional-coordination boundaries.
Personal relationship management
One continuing point of contact who understands the people, responsibilities and decisions behind the portfolio—not merely the transactions.
Family financial consolidation
Bring family goals, mutual fund folios, bank routes, nominations, documents and review priorities into one understandable relationship view.
Goal and milestone mapping
Define what the money is expected to support—retirement, education, home, business responsibilities, family care or long-term independence.
Cash-flow and liquidity awareness
Separate immediate liquidity, emergency readiness and near-term commitments from capital intended for longer horizons.
Mutual fund portfolio framework
Facilitate suitable participation across permitted equity, debt, hybrid and other scheme categories in line with stated goals, risk and time.
Existing portfolio diagnostic
Review scattered holdings, duplication, concentration, dormant folios and whether each existing investment still has a clear purpose.
Asset-class and risk alignment
Create visibility around allocation, volatility, concentration and liquidity so the family understands the role and behaviour of its portfolio.
Tax-aware professional coordination
Consider relevant tax implications and coordinate with an appropriately qualified independent tax professional where individual advice is required.
NRI and cross-border coordination
Support NRE/NRO routes, KYC, FATCA, mandates, documentation and India-linked family goals through a consistent relationship across time zones.
Records, nominations and continuity
Organise nominations, folio records, mandates and essential information so family members are not left searching during an important transition.
Family review conversations
Periodic reviews can include relevant family decision-makers, helping priorities remain visible and reducing fragmented decisions.
Next-generation financial orientation
Help younger family members understand purpose, discipline, documentation and long-term participation without turning wealth into dependence.
WHAT PERSONAL RELATIONSHIP MEANS
Someone who remembers the context—not only the account number.
A personal financial relationship should retain the reasoning behind decisions: why a goal matters, who depends on it, what changed since the last review and what the family is trying to protect.
- Conversations shaped around your family’s vocabulary and comfort
- Clear explanations without unnecessary product noise
- Coordinated follow-up and documented next actions
- Confidentiality, continuity and access to the relationship team