Wektra Family Office

www.wektrafamilyoffice.com

Wektra is a multi family office founded to assist families in their journey of creating wealth and ensuring that the wealth they create is preserved and transferred across generations. We are a trusted partner for families, helping them achieve their dreams. Our vision is to help business families and individuals preserve their legacy, by working with them to devise strategies for multi-generational Wealth Creation, Preservation and Transfer. We realize that very few solutions exist today for providing a holistic wealth management and advisory service for business families. Our foray into Family Office services is based on the need for customized management and advisory services that business families require. Our Family Office is positioned as an independent, trusted adviser and manager to business families. Wektra is organized into three divisions – Family office, Private Equity Syndication, Financial Education. Our core team has cumulative experience of over 8 decades in financial services covering wealth management, portfolio management, financial product distribution, raising capital, alternative investments, estate planning, and philanthropy. They have served clients across multiple geographies covering India, Middle East, Europe, and US.

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Wektra is a multi family office founded to assist families in their journey of creating wealth and ensuring that the wealth they create is preserved and transferred across generations. We are a trusted partner for families, helping them achieve their dreams. Our vision is to help business families and individuals preserve their legacy, by working with them to devise strategies for multi-generational Wealth Creation, Preservation and Transfer. We realize that very few solutions exist today for providing a holistic wealth management and advisory service for business families. Our foray into Family Office services is based on the need for customized management and advisory services that business families require. Our Family Office is positioned as an independent, trusted adviser and manager to business families. Wektra is organized into three divisions – Family office, Private Equity Syndication, Financial Education. Our core team has cumulative experience of over 8 decades in financial services covering wealth management, portfolio management, financial product distribution, raising capital, alternative investments, estate planning, and philanthropy. They have served clients across multiple geographies covering India, Middle East, Europe, and US.

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Country

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City (Headquarters)

Bengaluru

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Employees

1-10

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Founded

2014

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Social

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Potential Decision Makers

  • Board Member

    Email ****** @****.com
    Phone (***) ****-****
  • Director

    Email ****** @****.com
    Phone (***) ****-****

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