With a service model deeply integrated across the full range of financial disciplines, Aurion is solution-focused and execution-driven.

Our services include :

  • Investment advisory
  • Capital Markets Analysis and Assessments
  • Asset Allocation Modeling
  • Direct investing
  • Investment Policy : Structuring, Evaluation and Implementation 
  • Manager Selection, Due Diligence and Monitoring
  • Performance Reporting
  • Wealth planning & coordination
  • Income Tax Oversight
  • Consolidated Financial Reporting
  • Insurance Evaluation and Oversight
  • Cash Flow Management
  • Succession planning
  • Estate transfer and Estate Tax
  • Family wealth and Business continuity across generations
  • Education for younger generations
  • Suggested Reading
  • EY Family Office Guide
  • UBS-PWC Billionaire Report
  • The Institutionalization of Asian Family Offices

Beware of Imposters

We do not call or solicit any business from investors . We are not  present on any platform, nor do we offer any trading applications. Aurion Advisors, Aarti Mohan and her employees are not responsible for any damages arising from use of or reliance on any information from unofficial communication channels . Any first contact other than from the email address mentioned in the contact us page  is to be treated as  fake and maybe a case of impersonation

Disclaimer

Registration granted by SEBI, enlistment of IA with exchange and certification from NISM in no way guarantees performance of the intermediary or provides any assurance of returns to investors