Status of investor complaints
Broadwings Wealth Management Private Limited
(SEBI Investment Adviser registration No.: INA000006527)
as prescribed under SEBI Circular No. SEBI/HO/IMD/DF1/CIR/P/2019/169
dated December 27, 2019 under SEBI (Investment Advisers) Regulations, 2013
as amended till date.
| Number of complaints, May 2025 | ||||
| At the beginning of the month | Received during the month | Resolved during the month | Pending at the end of the month | Reasons for pendency |
| NIL | NIL | NIL | NIL | NIL |
At Broadwings Family Office, we cater to the multifaceted financial and legacy planning needs of UHNIs, NRIs, entrepreneurs, and affluent families. Our bespoke solutions go beyond wealth growth — they are designed to align with long-term aspirations and family values.
Leveraging deep domain expertise and a trusted ecosystem of professionals, we deliver tailor-made strategies in investments, estate planning, philanthropy, and business succession. Our disciplined execution, proactive risk management, and emphasis on generational continuity ensure that your wealth creates lasting impact.
Core Capabilities
and Expertise
In an evolving global economic landscape, Broadwings Family Office remains committed to delivering enduring value through bespoke solutions crafted around the financial, legacy, and lifestyle aspirations of our clients.
- Holistic asset allocation and strategic portfolio construction
- Liquidity planning for business exits and generational transfers
- Legacy and intergenerational wealth transition strategies
- Trust and fiduciary structuring
- Consolidated financial reporting and governance audits
- Bespoke financial planning across asset classes
- Tax structuring and regulatory advisory
- Lifestyle and philanthropy facilitation
We Work With
Family
Offices
We specialize in stewarding the fiduciary, trust, and multi-generational estate structures of reputed families. Our tailored investment frameworks are designed to align with long-term legacy goals and values.
Our partnerships with lifestyle, HR, and education advisors allow us to serve the comprehensive personal and financial aspirations of families through one integrated platform.
Corporate
Treasuries
Broadwings Family Office enables businesses to manage surplus capital with precision. We currently support over 100 treasury mandates, helping optimize liquidity and market participation across debt and structured products.
Our in-house treasury desk crafts bespoke strategies for corporates to engage efficiently with key market stakeholders.
Ultra-High Net
Worth Individuals
We offer end-to-end solutions to UHNWIs—from bespoke portfolio construction and intergenerational wealth planning to proactive tax structuring and governance frameworks.
Our priority is to deliver continuity and clarity through seamless execution, proactive risk oversight, and 24/7 performance tracking.
Product Offerings
Debt
Broadwings Family Office leverages its extensive network of leading debt market participants, including banks, corporate treasuries, and asset management companies (AMCs), to secure debt products at competitive rates across the yield curve. This ensures our clients enjoy optimal liquidity and cost efficiency at all times.
Equity
Broadwings Family Office's strong relationships in the equity markets, along with rigorous in-house research and evaluation frameworks, allow us to identify unique and high-potential alpha investment opportunities for our clients.
Alternates
Broadwings Family Office, utilizing its broad global ecosystem, offers exclusive access to differentiated private market investment opportunities. Clients can engage with premier private equity (PE) and venture capital (VC) funds and interact directly with founders and promoters of potential investee companies.
People
Our Key Team Members
Ashwin Kumar S
Assistant Vice President
Debendra Kumar Nayak
Operations Manager
Anusha Rajendra Rao
Operation Manager
Rishav Saraf
Chartered Accountant
Sneha Choudhury
Lead Designer
Nikitha Varadaraj
Chartered Accountant
Manjunath K
Operation Executive
