---
source: https://ameyavritti.com/personas/family-office
site: Ameya Vritti
category: persona
host: Variable
keywords: Family office, Variable NRI Bengaluru property, Section 195 TDS, Indian property tax, premium real estate Bengaluru
updated: 2026-05-06
---

# Family office — Indian / global, property dimension

> **The persona**: Single-family or multi-family office, India-based or global, managing a multi-Cr property portfolio as part of broader allocation. Need: operational excellence, transparent reporting, sale-event readiness, partition-cleanup, succession planning. Ameya integrates as the property dimension into your existing family-office reporting and decision rhythm.

## What's specific to your situation

### 1. Wealth Portfolio tier as primary engagement
0.5–0.8% AUM; covers all Compliance OS + concierge + reporting at portfolio level.

### 2. Reporting integration
Quarterly P&L + monthly statements delivered in your family-office's preferred format (PDF, CSV, JSON via API on request).

### 3. Sale-event coordination across multiple properties + multiple FYs
USD 1M ceiling planning if NRI principals involved; Section 54 reinvestment tracking if rotating portfolio; partition-cleanup if multi-generational holdings.

### 4. Cross-border succession
Multi-jurisdiction Wills coordination — India + host country + DIFC if UAE + Cayman / Jersey if structuring; we work with your trust / estate counsel.

### 5. Off-market mandate access
Family-office level access to curated register, often with vertical / use-case fit beyond standard residential.

### 6. Confidentiality
Standard NDA on every engagement; per-family encrypted vault; audit log of every read; founder-only access for top-tier sensitivity.


## What Ameya does for you specifically

| Service | Why for this persona |
|---|---|
| [Compliance OS](https://ameyavritti.com/solutions/compliance-os) (₹40K/property/year) | India-side regulatory layer handled — TDS, Form 27Q, e-Khata, BBMP |
| [Section 197 lower-cert](https://ameyavritti.com/solutions/section-197-lower-tds) | Drops sale-side or rental-side TDS materially below default |
| [Property Concierge](https://ameyavritti.com/solutions/nri-asset-management) (8% rent) | Single accountable line for tenant + vendor + repairs |
| [Wealth Portfolio](https://ameyavritti.com/solutions/wealth-management) (0.5–0.8% AUM) | Multi-property coordination + Friday NRI Briefing + founder review |
| [FEMA repatriation](https://ameyavritti.com/solutions/fema-repatriation) | USD 1M/year ceiling planning + Form 15CA/15CB |
| [Truth-Card](https://ameyavritti.com/solutions/truth-card-disclosure) | Honest disclosure on every curated mandate — protect your buy-side decisions |
| [DTAA treaty relief](https://ameyavritti.com/solutions/dtaa-treaty-relief) | Country-specific filings (TRC + Form 10F + host return) |
| [Estate transition](https://ameyavritti.com/solutions/estate-transition-succession) | Cross-border succession when relevant |

## Common questions from this persona

**Q: Can you provide quarterly reports compatible with our family-office's main accounting package?**
A: Yes — PDF + CSV + JSON-via-secure-API on request. We integrate with FundCount, Addepar, etc. via standard formats.

**Q: Multi-generational property portfolio with partition cleanup needed — can you handle?**
A: Yes — partition deeds, valuation, sibling buyout coordination, court filings if disputed. Project-based engagement; ₹3-15L+ depending on scale.

**Q: Confidentiality is critical — how is this handled?**
A: Standard NDA at engagement. Per-family encrypted vault on Cloudflare R2. Founder-only access tier for ultra-sensitive. We've worked with families that have public-facing disclosure requirements.

**Q: Do you support Indian family offices investing only in Indian property, or only NRI?**
A: Both. India-resident family offices are increasingly a meaningful cohort — Mumbai / Delhi / Hyderabad-based families allocating to Bengaluru / Mumbai premium residential.


## Country page (deep guide)

For the full country-specific guide with DTAA articles, host-country filings, partner banks, and local-context notes: [/solutions/wealth-management](https://ameyavritti.com/solutions/wealth-management).

## Engage

WhatsApp the founder with this context prefilled: [+91 63605 09351](https://wa.me/916360509351?text=Namaste%20%E2%80%94%20I%27m%20with%20a%20family%20office%20looking%20at%20property-dimension%20engagement).

Or book Cal — Family-office discrete intro call: [https://cal.eu/ameyavritti](https://cal.eu/ameyavritti).