MULTI FAMILY OFFICE

Ever left in doubt about why certain investment advisors are recommending a particular investment to you? Wondering what their motive is? With Wodehouse, that’s a doubt you can leave behind.




WE KEEP IT SIMPLE : A NO CONFLICT REVENUE MODEL

We offer experienced, unbiased and independent Advise by not being aligned to a particular institution or product, and our pricing is transparent.

SINGLE POINT OF CONTACT

Do you wish that there was a way to get all your statements in one place and one advisor that you could deal with for all your financial requirements?
Wodehouse reconciles, stores, tracks and consolidates all your investments and bank statements in a completely confidential manner. We are your single point of contact for all financial matters.

COMPREHENSIVE ARRAY OF SERVICES & THE RIGHT EXPERTS

Whether it’s Investment Management, Financial or Strategic Advice, M&A, Capital Raising, Real Estate, Investment Strategy, Trusts, Foundations, CSR or Philanthropy, we’ve got the best in-house experts ready to assist you. Our in-house experts have specialised knowledge across key verticals and strong third-party tie-ups where we are able to support you better.

COST EFFICIENCY: LOWER FEES

Our services are priced in a feasible manner that results in a lower fee when compared to traditional competitors. The Family can confidently focus on the things that matter while we provide the financial planning and watch over their diverse interests.

GLOBAL REACH & UHNI NETWORK

With a stronghold in India, Wodehouse also has a client network that spans across the U.K, Australia, U.S., Singapore, the Middle East and Europe. We are connected to corporates that are interested in investment and partnership opportunities in India.
In the investment banking space, Wodehouse Capital has assisted companies in raising debt and equity capital from domestic and foreign fund sources. Additionally, we have advised companies on their India entry strategy, assisted in identifying the right partners for strategic business expansion and advised Indian corporates on overseas acquisitions.
Our key differentiator is our unique network of ultra-high net worth families and access to capital that is ordinarily not available through traditional corporate finance sources.

INVESTMENT MANAGEMENT

A disciplined investment plan forms the
core of wealth creation.
OUR INVESTMENT PHILOSOPHY: PRESERVE. PERPETUATE. PROFITABLY.

We’ve lived by our motto. We’ve preserved investment portfolios by allowing investors to build real wealth, we’ve avoided losses and we’ve reduced the risk that we’ve exposed our client portfolios to.

NOT A SINGLE LOSING QUARTER IN OVER 5 YEARS

We manage our investment portfolio with the intent of limiting losses. We have yet to have a losing quarter in over 12 quarters.

13-14% AVERAGE ANNUALIZED PERFORMANCE

The Wodehouse Model Portfolio has delivered 13% annualized since inception. We have achieved this without a single losing quarter and while taking minimal risk.

HONESTY & ETHICS

We’ve achieved returns for clients with low portfolio churn. We’ve taken positive and negative views on the market as the situation required. It’s part of our ethos. The client comes first.

MONTHLY INVESTMENT OUTLOOK

We publish our monthly investment commentary. Please contact your Wodehouse sales representative or send an email to investments@wodehousecapital.com.

COMPLEMENTARY PORTFOLIO REVIEW

We’ll do a complementary portfolio review for you. If you haven’t been able to beat inflation afer taxes the past few years, contact us and we’ll get you on the path to real wealth creation. Send an email to investments@wodehousecapital.com.

LEGACY & SUCCESSION PLANNING

It started with the Mahabharata.
Can end with working with WCA to create the
right structure to preserve your legacy.

We provide comprehensive planning on estate, succession, trust management, oversight, asset protection and document storage. Our national legacy planning expert will work with you to identify the right structure, and to create structures that ensure wealth is transferred to the next generation seamlessly.

Wodehouse also provides safe keeping of documents and critical information which can be crucial for family members at times of need. Our asset protection services and risk management ensure that the family is protected in all adverse situations.

PHILANTHROPY FOUNDATIONS & CSR

Giving back is important.

Wodehouse provides comprehensive philanthropic and CSR advisory services.

As successful families enter into the stage of their lives where leaving a legacy and giving back to society starts to take precedence, the need for a professional, ethics driven organisation like WCA becomes imperative.

If you’re ready to make a difference in the lives of those less fortunate, Wodehouse works with you to identify a complete solution for long term sustainable philanthropy and CSR.


READ MORE ABOUT WODEHOUSE CSR

ART WINE & COLLECTIBLES

If there’s one thing that our clients are passionate about, it’s their car collections, watch collections and real estate. Art and Wine are joining the list of coveted items.

We’ve got one of the leading Art experts in the country from Osian on board to assist you with identifying memorable art work and collectibles.

Whether you’re interested in domestic or global artists, stamps, coins, or other lifestyle acquisitions, we have the network to assist you.

GREAT RETURNS & DIVERSIFICATION

Whether it be high end art, cases of Mouton Rothschild, Aston Martin cars or Swiss watches, investors are adding collectible assets to their portfolio in order to own things they love and — this is a growing trend — holding them for diversification. In the inflationary times we live in, these collectibles have earned higher returns than traditional investments.

Increasingly, savvy investors are realizing that like real estate, there’s only so many rare collectibles that can be purchased and so the laws of supply and demand have worked out in their favour.

THE WODEHOUSE CONNOISSEURS CLUB

An exclusive club for a discerning few.

The Connoisseurs Club is an exclusive club of UHNIs that we work with. It is an extraordinary opportunity to meet like-minded individuals in a private setting to network, golf, socialize, and enjoy light hearted moments.

We collaborate with super premium luxury brands in the watches and jewellery, automobiles, alcohol, luxury hotels, apparel, art and collectibles etc. segments to create a high end, cerebral, luxury experience with great ambience, dinner and cocktail. The idea is for brands in similar client's segments to collaborate and have a common platform to present clients with latest offerings and provide clients to opportunity to sample the brand and get “expert” recommendations.

It’s not just membership of a 100-year-old exclusive club that high net worth individuals are looking for. Members are able to access the best products, professional advice as well as share information with peers and network in a friendly setting.

Wodehouse Connoisseurs take pride in belonging to an exclusive yet close knit niche group. Members enjoy special privileges such as invitations to exclusive events. Membership is by invitation and our membership includes industrialists, entrepreneurs and high level executives.

High-end brands find value in associating with our membership of high net worth individuals and a number of our events are co-promoted by high luxury brands.

MUMBAI

Wodehouse Capital Advisors Private Ltd.
Suite 114, The Taj Mahal Hotel, Apollo Bunder,
Mumbai 400001

+ 91 22 66336600 ; 66366602

DELHI

Wodehouse Capital Advisors Private Ltd.
Suite 366, Taj Diplomatic Enclave,
Sardar Patel Road, Diplomatic Enclave,
New Delhi 110032

+ 91 11 24678069 ; 24678070

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