We are your family office
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Adam Caar
Developer
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Min
to your destination
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Vinay comes with nearly 2 decades of experience in financial services, with a key focus on debt capital markets.
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He has acquired a master's degree in finance
(University of Leeds) and the CFA charter (USA).
Vinay Basavaraj
Partner
The New Romantic
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Our Services
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Service Name
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Service Name
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Family Investments
Family Tax & Compliance
Family Ark
Family Legacy
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Investments
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Tax
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Ark
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Legacy
Why Unien
Managing your wealth requires dedicated Time, Focus, Specialized Skills, and very importantly a Confidante – a Fidus Achates. At Unien, we are the Fidus Achates for you and your Family members. So that, you have the time and bandwidth to Cherish your Family, Friendships, Purpose and Legacy.
Our Universe is You
Investing is Simple but not Easy.
We cut the noise, give you the signal.
We prefer a comprehensive and disciplined approach to investing. We offer solutions in:
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Public Markets – India and Overseas.
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Private Markets – Direct Access
to Institutional quality
Opportunities.
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Moonshot Investments – Innovation
in Investments.
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Real Estate and More – Traditional asset classes and your ‘hobby’ assets.
Ours is truly open architecture and we work with a network of more than:
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16 Wealth Managers / Private Banks, 30 AMCs, 14 AIFs, 5 brokerages in India and
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7 wealth managers, 8 AIFs and 3 brokerages – Overseas.
Infinite Possibilities
Drawing on our years of experience in this field and working with your CAs, ADs, FEMA Consultants, we build the solutions that best meet your needs in the areas of Tax Planning, Structuring and Regulatory Compliance. Based on your requirements, if necessary, we draw up on our network of resources across the Big 4 and Boutique players in the Industry.
We ensure that this is atleast one headache less for you !!
What if my flight does not land?
Yes, all of us are guests on this planet. We proactively discuss, plan and implement the solutions required to take care of the concern “What happens after I am no more?”.
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Family discussions and knowledge
sessions,
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Family Vaults that record and store
all the important documents and agreements. With access to your designated
Family Members.
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Nominations, Wills, Trusts and HUFs – to cover every possible angle.
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India and Overseas
Business Family or a
Family Business?
We help you think through, structure the
ownership, segregate business and family
– so that both of them stay strong in sync
and work for the benefit of each other – forming a virtuous cycle.
We collaborate with you to plan your philanthropic endeavours during your lifetime and beyond. Identify the causes close to your heart, build a construct that best fulfils those select causes.
We have pioneered the Family Office Pod – One Client at a time.
Each Family Office Pod consists of at least 3 members from the Team. These members will be responsible for Investments, Service, Ark and Allied Requirements. This ensures a prompt, comprehensive and competent response along with proactive planning.
No Conflict of Interest -
We do not take any fees or favours from any third party. Ever!
Why Unien
Managing your wealth requires dedicated Time, Focus, Specialized Skills, and very importantly a Confidante – a Fidus Achates. At Unien, we are the Fidus Achates for you and your Family members. So that, you have the time and bandwidth to Cherish your Family, Friendships, Purpose and Legacy.
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We have pioneered the Family Office Pod – One Client at a time.
Each Family Office Pod consists of at least 3 members from the Team. These members will be responsible for Investments, Service, Ark and Allied Requirements. This ensures a prompt, comprehensive and competent response along with proactive planning.
Our Universe is You
No Conflict of Interest -
We do not take any fees or favours from any third party. Ever!
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Arun is dedicated to client service management, specifically supporting the investment advisory vertical; his prior professional background includes expertise in compliance. He holds a Bachelor's degree from Alagappa University. During his leisure hours, Arun enjoys exploring various locations through motorcycle rides, acquiring new knowledge, and engaging in reading books.
Arun Kumar
Senior Manager
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-With over 4 years of experience spanning Investment Banking, Venture Capital, and
Strategy at a leading Fintech startup, he brings a wealth of expertise in the financial sector.
He has collaborated with some of the most promising companies in the Startup Ecosystem,
analyzing financials and guiding them through the preparation for successful fundraising
rounds.
Manjula
Doddalingannavar
Senior Manager
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Chirag focuses on the research and analytics function that supports the investment advisory vertical. With a background in investment and trading across equity and forex markets. He acquired a bachelor's in finance and economics from FLAME University .
Chirag Bopaiah
Senior Manager
Vinay comes with nearly 2 decades of experience in financial services, with a key focus on debt capital markets. He has acquired a master's degree in finance (University of Leeds) and the CFA charter (USA).
Nakul brings over 5 years of invaluable expertise in FinTech, with a track record at Y Combinator and Sequoia Capital-backed startups. His prior experience at one of the world's largest asset managers further enhances his strategic insights and depth in the financial industry.
Nakul Gupta
Vice President
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Experienced professional with 7 years of experience in investment banking & advisory
services. Specialized in M&A, industry research, operations, and client relations. She has
acquired a Bachelor's in Finance from the University of Calcutta.
Nabonita Bagchi
Senior Manager
Vinay comes with nearly 2 decades of experience in financial services, with a key focus on debt capital markets. He has acquired a master's degree in finance (University of Leeds) and the CFA charter (USA).
Vinay comes with nearly 2 decades of experience in financial services, with a key focus on debt capital markets. He has acquired a master's degree in finance (University of Leeds) and the CFA charter (USA).
Vinay
Basavaraj (CFA)
Partner
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Experienced professional with 2 years in operations at a Wealth Management firm and nearly 1 year in an advisory firm. Specialized in process optimization, client relations, and financial advisory support.
Heera Unnikrishnan
Senior Manager
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Seasoned deal maker with experience of bringing best Investment and Private Banking Opportunities to UHNIs. Worked as Director and Market head at Barclays, Senior Vice President HSBC, VP and Senior Private Banker RBS Coutts and Group head ICICI Bank.
Vishi Raju
Partner
