What is
Family Wealth Guru?
Manage your entire wealth portfolio with Family Wealth Guru, a truly integrated Wealth Management Solution. Tailored to the Asian investment ecosystem, you can track, organise and analyse your various Asset Classes to make data-driven investment decisions. Whether you are an Investor, a Wealth Manager, Family Office CEO, Family Wealth Guru provides a never-before integrated solution for your wealth management needs.
Why is Integrated
Wealth Management essential?
Wealth Management is growing more complex every day. It is distributed over Multiple Asset Classes, from Stocks to Mutual Funds, Fixed Deposits to Bonds, Properties to Commodities and more. Never before has the world seen a Wealth Management Software integrated with a rock solid Financial Solution. Say goodbye to duplication and endless hours of reconciliations.
Seamless Portfolio Management
Instant Portfolio Aggregation
Manage your Individual, Family and Group Investments by setting up multiple Custom Portfolio Aggregations.
Easy Portfolio Rebalancing
Analyse Top N Assets to quickly rebalance your portfolio. View Target versus Actual Percentages & IRRs by Asset / Asset Class, IRR for Top N Assets and analyse Comparative Performances by Group.
Monitor Assets with Ease
Generate Mark-to-Market Reports and many other reports for any Portfolio Aggregation and Drill Down to the Transactions.
Track Every Asset
- Stocks
- Bonds
- Fixed Deposits
- Mutual Funds
- Bullions
- Properties
- Private Equity
- Jewellery
- Commodities
Slice & Dice Assets
Categorise your assets by
- Asset Class
- Scrip
- Risk Rating
- Liquidity Rating
- Industry
- Country
- DP / Registrar
- Custom Classifications
Powerful Wealth Dashboards & Reporting
Generate instant updated Mark-to-Market Reports with percentages. Enter daily / monthly Estimate Market Rates for Unquoted Assets.
Analyse investments with Projected Cash Flow, Comparitive Graphs with Indexes, Historical Price Movement Graphs, Candlestick & Volume Market Watch and What-If Scenarios.
Drill Down to Transactions from all Reports.
One System, One Solution
Instant Import from Contract Notes & Mutual Fund Statements from Brokers/Wealth Managers. Purchase & Sales Transactions are intelligently created in financials with updation of Custodian Accounts.
Single Entry updates Wealth Management & Financials. Generate P&L Account and Balance Sheet instantly. Say goodbye to duplication.
Monitor statutory and non-statutory compliances to reduce risk.
Install on On-Prem Server or Private Cloud Server with total control over levels of firewall, VPN access and more. We never have access to your confidential data.
What makes us
different
Tailored for Asia
We provide a world-class wealth management solution tailored to the Asian regulatory environment with the flexibility to manage international investments.
Fully Integrated with FACT ERP.NG
Family Wealth Guru is seamlessly integrated with FACT ERP.NG so you can manage your Wealth and Financials from just one software.
Your Security is our Priority
Family Wealth Guru is installed on a server of your choice, either On-Premises or Private Cloud. We never have access to your confidential data.
User Experience is our Bottom Line
Whether you are the Family Office CEO or Wealth Manager we deliver an unmatched User Experience. Take a look at it yourself!
Our Locations
India
Agarwalla Chambers
Kolkata 700017
India
Singapore
#18-05 Crown @ Robinson
Singapore 068907
Philippines
Burgundy Corporate Tower 252 Sen.
Gil Puyat Ave.
Makati, Makati City
Metro Manila
NCR Philippines
Malaysia
Empire Subang
Jalan SS16/1
47500 Subang Jaya
Malaysia
Nepal
Lalitpur
PO Box 573
Kathmandu
Nepal