NextGen Family Office Services — Building Wealth For Generations

Who We Are

It is not easy living
with vast wealth

Those who strive hard to create significant wealth often find themselves underprepared for the complexity of managing it. The decisions multiply. The relationships become harder to navigate. The cost of errors grows with every passing year.

NextGen Family Office Services was founded to sit on your side of the table — as a trusted confidante who combines the rigour of a Chartered Accountant with the warmth and discretion of a family advisor.

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01 — The Complexity Problem

Too many advisors, too little clarity

Multiple bankers and relationship managers — each with their own agenda — result in a fragmented portfolio with no coherent long-term strategy.

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02 — The Conflict Problem

Advice that serves the advisor, not you

Product-driven distribution masquerades as objective advice. Your family deserves counsel that is rooted entirely in your best interest.

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03 — The Succession Problem

Wealth built in one generation, lost in the next

Without governance frameworks and succession plans, the next generation inherits complexity rather than opportunity.

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04 — The Bandwidth Problem

Managing wealth is a full-time occupation

Your time and attention are your most valuable assets. We carry the weight of financial complexity so you do not have to.

How We Help

A single window for every
dimension of family wealth

A complete advisory suite — from investment strategy to estate planning — integrated into one coherent plan. Delivered with the rigour of a CA and the care of a trusted advisor.

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Investment Portfolio Management

We design a written Investment Policy Statement aligned to your family’s goals and risk profile — then implement and actively manage a diversified portfolio across asset classes with quarterly reviews.

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Estate, Legacy & Succession Planning

From wills and family trusts to family constitutions and business succession roadmaps — we ensure your wealth passes to the next generation with minimal friction and maximum clarity.

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Family CFO & Governance

We serve as your family’s outsourced CFO — consolidating financial relationships, building governance structures, facilitating family councils, and providing one coherent source of truth for all decisions.

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Independent Services

Specialist advisory on every front

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Tax Planning & Compliance

Integrated tax efficiency across all investments and family structures.

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Alternative Investments

Curated access to PMS, AIF, pre-IPO, and structured products with independent due diligence.

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NRI Advisory

FEMA compliance, NRE/NRO optimisation, and repatriation strategy for NRIs and OCIs.

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Risk & Insurance Audit

Objective review of life, health, and liability coverage with zero product incentives.

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Portfolio Consolidation

Over-diversification audit, scheme rationalisation, and portfolio simplification.

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Next Gen Education

Preparing the next generation for the responsibilities of managing significant family wealth.

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Strategic Philanthropy

Foundations, CSR strategy, and impact-driven legacy giving for maximum effect.

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Real Estate Advisory

Strategic guidance on real estate as a legacy asset — acquisition, structuring, and monetisation.

Our Approach

How we partner
with your family

Discovery

A confidential conversation covering your family’s complete financial picture, goals, concerns, and aspirations across generations.

Analysis

Deep audit of existing investments, tax, insurance, and estate structures — every gap and opportunity identified in writing.

Strategy

A comprehensive written wealth plan covering investments, tax, succession, and governance — tailored entirely to your family.

Partnership

Ongoing implementation, quarterly reviews, and continuous advisory as your family and wealth evolve over time.

“We sit on your side of the table — always.”

NextGen Philosophy

Why NextGen

We stay in the background
and focus on the essential

CA-backed rigour with advisor-level warmth

Our founding team’s CA background means every recommendation is grounded in technical depth — combined with the empathy of a trusted family advisor.

Completely conflict-free, transparent fees

Our only source of revenue is the fee you pay us. We have no other incentives that could influence our advice.

Single-window for everything

Investments, tax, estate, insurance, governance — one team, one coherent strategy for your entire family.

Strategy combined with implementation

We do not hand you a report and walk away. We implement, monitor, and course-correct alongside you.

Client Speak

Words from the families
who trust NextGen

“

I was introduced to NextGen when my focus was completely on building my business. Over the years they have become trusted custodians of my wealth and advisors across all my investments and succession decisions.

Founder of a listed manufacturing group

Client since 2017 · Delhi NCR

“

NextGen helped our family consolidate three generations of scattered investments into a coherent, structured plan. For the first time in twenty years, we have a single picture of our family’s complete financial position.

Patriarch of a Business Family

Client since 2019 · Indore

“

What I needed was a partner who could optimise my wealth and my time — without adding complexity to my life. NextGen does exactly that. They sit on my side of the table, always.

Global CEO & Impact Platform Founder

Client since 2020 · Delhi NCR

“

The succession framework and family constitution NextGen designed has fundamentally changed how our family makes financial decisions together. It is governance infrastructure we did not know we needed.

Co-Promoters, Family Business Group

Client since 2018 · Indore

Our Team

Advisors with the depth of
CA expertise & family trust

CA Ujjwal Sainani

Founding & Managing Partner

A Chartered Accountant with deep expertise in family wealth advisory, tax structuring, and estate planning. Founded NextGen with a vision to bring institutional-grade family office advisory to India’s discerning families.

CA | ICAI

📍 Indore

Jyoti Saluja

Principal Advisor

A seasoned wealth advisor with extensive experience in holistic family financial planning, governance frameworks, and client relationship management across HNI and UHNI families in India.

📍 Delhi NCR

CA Rahul Singla

VP — Tax & Estate Planning

Chartered Accountant specialising in HNI taxation, trust structures, estate planning, and multi-generational succession frameworks. Brings meticulous technical depth to every client mandate.

CA | ICAI

📍 Delhi NCR

CA Rohit Gupta

VP — Investments & Alternatives

Chartered Accountant with strong expertise in investment analysis, alternative assets, portfolio construction, and due diligence across PMS, AIF, and other sophisticated investment structures.

CA | ICAI

📍 Indore

Get in Touch

Begin with a personalised
portfolio review

A confidential, no-obligation session with a senior advisor. We review your existing portfolio structure and identify the most significant opportunities for improvement — at no cost.

📞+91 93026 26152

✉️contact@nextgenfamilyoffice.in

Delhi NCR

Advisory Office · By Appointment

Indore Registered Office

Madhya Pradesh · India

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Approximate family investable assets

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Family Office Self-Assessment

5 quick questions · Takes about 2 minutes

Question 1 of 5

What is your approximate investable family wealth?

Excluding primary residence and business assets

Question 2 of 5

How many financial advisors or relationship managers do you currently work with?

Across banks, brokers, insurance agents etc.

Question 3 of 5

Do you have a written succession or estate plan in place?

Wills, trusts, family constitution, or business succession plan

Question 4 of 5

How much time do you personally spend managing financial matters each month?

Meetings, reviews, paperwork, decisions

Question 5 of 5

What is your biggest financial concern right now?

Choose the one that resonates most

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Last updated: May 2025

1. Who We Are

NextGen Family Office Services LLP (LLPIN: AAL-9211) is a Chartered Accountant-led independent family office advisory practice registered in India, with offices in Delhi NCR and Indore, Madhya Pradesh. We are committed to protecting the privacy and confidentiality of all personal information shared with us.

2. Information We Collect

We collect information you provide directly to us, including:

Personal identification details — name, email address, phone number
Financial information shared during advisory consultations
Information submitted through our website contact form
Communication records from emails, calls, and meetings

3. How We Use Your Information

Information collected is used solely for:

Responding to your enquiries and providing advisory services
Sending relevant updates and insights you have consented to
Complying with applicable legal and regulatory obligations
Improving our website and services

4. Information Sharing

We do not sell, trade, or transfer your personal information to third parties. Information may be shared only with trusted service providers under strict confidentiality obligations, or where required by law.

5. Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction.

6. Your Rights

You have the right to access, correct, or request deletion of your personal information. Contact us at contact@nextgenfamilyoffice.in.

7. Contact

For privacy concerns: contact@nextgenfamilyoffice.in or +91 93026 26152.

Disclaimer

Please read carefully before using this website

1. Nature of Services

NextGen Family Office Services LLP is a Chartered Accountant-led independent advisory practice. We provide fee-based family office advisory services. We are not a SEBI-registered investment adviser, portfolio manager, or stockbroker.

2. Not Investment Advice

The content on this website is for informational purposes only. Nothing here constitutes an offer, solicitation, recommendation, or advice to buy or sell any security or investment product. All investment decisions should be made after independent professional advice.

3. No Guarantee of Returns

Investments are subject to market risks. Past performance is not indicative of future results. NextGen Family Office Services LLP makes no warranty regarding the accuracy or completeness of information on this website.

4. Regulatory Status

NextGen Family Office Services LLP operates as a Chartered Accountant-led advisory practice on a purely fee-based, conflict-free basis.

5. Limitation of Liability

To the fullest extent permitted by law, NextGen Family Office Services LLP shall not be liable for any loss arising from reliance on information contained on this website.

6. Jurisdiction

This disclaimer is governed by the laws of India. Disputes shall be subject to the exclusive jurisdiction of courts in Indore, Madhya Pradesh.

Last updated: May 2025

1. Acceptance of Terms

By accessing this website, you accept and agree to be bound by these Terms of Use.

2. Use of Website

This website is for informational purposes only. You agree to use it only for lawful purposes and in a manner that does not infringe the rights of others.

3. Intellectual Property

All content on this website is the property of NextGen Family Office Services LLP and is protected by applicable intellectual property laws. You may not reproduce or distribute any content without our express written permission.

4. Confidentiality

Information submitted through this website will be treated with strict confidentiality and used only to respond to your enquiry or provide advisory services.

5. No Advisory Relationship

Use of this website does not create an advisory or client relationship. A formal advisory relationship is established only through a signed engagement agreement.

6. Governing Law

These Terms are governed by the laws of India. Disputes shall be subject to the exclusive jurisdiction of courts in Indore, Madhya Pradesh.

7. Contact

For queries: contact@nextgenfamilyoffice.in.

Grievance Redressal

We are committed to resolving your concerns promptly

Our Commitment

At NextGen Family Office Services LLP, we take all grievances seriously and aim to resolve them promptly, fairly, and transparently.

How to Raise a Grievance

Email: contact@nextgenfamilyoffice.in
Phone: +91 93026 26152
Post: NextGen Family Office Services LLP, Registered Office, Indore, Madhya Pradesh

Resolution Timeline

We acknowledge all grievances within 2 business days. We aim to provide full resolution within 15 business days.

Escalation

If not satisfied, escalate to the Managing Partner at contact@nextgenfamilyoffice.in with subject line "Escalation — [Your Name]".

Confidentiality

All grievances are handled with complete confidentiality.

Raise a Grievance

Building Wealth
For Generations

It is not easy living
with vast wealth

A single window for every
dimension of family wealth

Specialist advisory on every front

How we partner
with your family

We stay in the background
and focus on the essential

Words from the families
who trust NextGen

Advisors with the depth of
CA expertise & family trust

Stay informed on wealth,
family & markets

Do you need a Family Office?

Begin with a personalised
portfolio review

1. Who We Are

2. Information We Collect

3. How We Use Your Information

4. Information Sharing

5. Data Security

6. Your Rights

7. Contact

1. Nature of Services

2. Not Investment Advice

3. No Guarantee of Returns

4. Regulatory Status

5. Limitation of Liability

6. Jurisdiction

1. Acceptance of Terms

2. Use of Website

3. Intellectual Property

4. Confidentiality

5. No Advisory Relationship

6. Governing Law

7. Contact

Our Commitment

How to Raise a Grievance

Resolution Timeline

Escalation

Confidentiality

Building WealthFor Generations

It is not easy livingwith vast wealth

A single window for everydimension of family wealth

Specialist advisory on every front

How we partnerwith your family

We stay in the backgroundand focus on the essential

Words from the familieswho trust NextGen

Advisors with the depth ofCA expertise & family trust

Stay informed on wealth,family & markets

Do you need a Family Office?

Begin with a personalisedportfolio review

1. Who We Are

2. Information We Collect

3. How We Use Your Information

4. Information Sharing

5. Data Security

6. Your Rights

7. Contact

1. Nature of Services

2. Not Investment Advice

3. No Guarantee of Returns

4. Regulatory Status

5. Limitation of Liability

6. Jurisdiction

1. Acceptance of Terms

2. Use of Website

3. Intellectual Property

4. Confidentiality

5. No Advisory Relationship

6. Governing Law

7. Contact

Our Commitment

How to Raise a Grievance

Resolution Timeline

Escalation

Confidentiality

Building Wealth
For Generations

It is not easy living
with vast wealth

A single window for every
dimension of family wealth

How we partner
with your family

We stay in the background
and focus on the essential

Words from the families
who trust NextGen

Advisors with the depth of
CA expertise & family trust

Stay informed on wealth,
family & markets

Begin with a personalised
portfolio review