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Masterclass

Masterclass: Building a Family Office Style Portfolio

A complete family office playbook for serious independent investors, HNI families and portfolio managers in training. You will learn how single, multi and virtual family offices in India think about capital, write an Investment Policy Statement, map the full family balance sheet, and set allocations using the three-bucket framework. The course covers building a public market core across direct equity, mutual funds, PMS, bonds and global funds under LRS, adding a satellite of AIFs, private credit, unlisted shares, REITs, InvITs and gold, and managing family-level risks such as promoter concentration and liquidity crunches. It closes with holding structures (HUF, private trusts, LLPs), asset location, succession planning, manager due diligence, performance reporting, family governance, and two end-to-end case studies at INR 50 crore and INR 5 crore.

MODULES

9

DURATION

~7 hrs

TRACK

Stock Market Basics

Access Level

LEARNER

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Everything included

Full Text Playbooks

Actionable Exercises

Mobile Reading Mode

Lifetime Updates

Curriculum Breakdown

Chapter 1: What a Family Office Really Does

3 Lessons

Single, Multi and Virtual Family Offices: How India's Wealthy Actually Manage Money14 min read

The Family Office Mindset: Preserving Capital Across Generations, Not Beating the Nifty14 min read

Writing Your Investment Policy Statement16 min read

Chapter 2: The Family Balance Sheet and Goal Buckets

3 Lessons

Mapping the Family Balance Sheet: Assets, Liabilities, Business Stakes and Human Capital15 min read

The Three-Bucket Framework: Liquidity, Stability and Growth15 min read

Case Study: Setting Return Targets and Risk Budgets for an INR 25 Crore Family17 min read

Chapter 3: Strategic Asset Allocation

3 Lessons

Endowment Model vs Permanent Portfolio vs Core-Satellite: What Fits an Indian Family16 min read

Strategic vs Tactical Allocation: Ranges, Bands and Rebalancing Rules15 min read

Expected Returns and Risk by Asset Class in India: Building Realistic Assumptions16 min read

Chapter 4: The Core: Public Markets Done Properly

3 Lessons

Direct Equity vs Mutual Funds vs PMS vs AIF: Choosing the Right Wrapper16 min read

Building a Fixed Income Ladder: G-Secs, SDLs, Corporate Bonds and Target Maturity Funds16 min read

Going Global from India: LRS, GIFT City and International Funds15 min read

Chapter 5: The Satellite: Alternatives

3 Lessons

Category I, II and III AIFs: What Family Offices Actually Buy16 min read

Private Credit, Pre-IPO and Unlisted Shares: Liquidity and Valuation Traps16 min read

Real Assets: REITs, InvITs, Gold and Direct Real Estate15 min read

Chapter 6: Risk Management at the Family Level

3 Lessons

Concentration Risk: The Promoter Stake and Single-Stock Problem15 min read

Liquidity Planning and Stress Testing the Family Portfolio16 min read

Hedging Concentrated Positions with Collars and Protective Puts16 min read

Chapter 7: Structure, Tax and Succession

3 Lessons

Holding Structures: HUF, Private Trusts, LLPs and Investment Companies17 min read

Asset Location: Which Asset Belongs in Which Entity15 min read

Succession Planning: Wills, Private Trusts and Nomination Done Right16 min read

Chapter 8: Governance, Managers and Reporting

3 Lessons

Manager Selection: Due Diligence on PMS and AIF Managers15 min read

Fees, Costs and Performance Reporting: TWRR vs XIRR and Consolidated Views16 min read

Family Governance: Investment Committees and the Family Constitution14 min read

Chapter 9: Capstone

3 Lessons

Case Study: Building an INR 50 Crore Family Office Portfolio End to End18 min read

Case Study: A Virtual Family Office for an INR 5 Crore Independent Investor17 min read

The Annual Family Portfolio Review Checklist13 min read