Private Client Services

Cohesive advisory for managing wealth and building sustained value


With the advent of technology, the rapid pace of globalisation, the growing complexities of laws, multiple compliances, and increased exchange of information amongst regulators, the High-Net-Worth Individuals (HNI) community is facing an ever-dynamic plethora of opportunities as well as risks.

Owing to the complexity and tightening of the accounting, tax, and regulatory frameworks and a changing reporting landscape, HNIs face several unprecedented challenges while navigating stringent laws and compliances across jurisdictions. With the multiplicity of disclosures surrounding income, assets and liabilities, succession, wealth, insurance etc. coupled with interplay amongst regulations, a multi-dimensional evaluation is imperative.

At BDO India, our team of experts consists of members with specialist knowledge and experience in international tax, succession planning, wealth and asset structuring, accounting, technology, trust law and family business advisory.

How BDO India Can Help

We pride ourselves on committing to understanding the needs of our clients and aligning our efforts to provide pragmatic solutions suited to their specific priorities and objectives. Our goal is to provide our clients with the assurance that they are compliant with the demands of regulators across jurisdictions and are structured effectively for long-term wealth preservation.

Through our proactive approach and collaborative planning, we partner with our clients to enable them to achieve their objectives in a timely manner.

We provide updates on emerging trends, consistent positions, standardised practices, and coordinated efforts to help us provide value-add to our clients.

We work closely with our clients’ other agencies, like bankers, lawyers, investment advisors, etc., thereby enabling the centralisation of data collation and streamlining tax planning and compliance processes.

We understand confidentiality and data privacy and uphold them while onboarding our clients.

How BDO India Can Help

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