Family Asset Management

1. PROPERTY MANAGEMENT PACKAGE

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• Property documents care - Updation of all property documents in secure cloud database

• Periodic monitoring of vacant plots to ensure free from encroachment.

• Payment of taxes - property tax and all monthly bills

• Routine and annual property care: Plumbing/Electrical/civil maintenance and scheduled cleaning

• Periodic property audit and condition reporting

• Property transfer to nominee and legal documentation support*

• Property sale - Hassle free end-to-end sale process management*

• Property Secure - Secure your property from illegal registration or name transfer/claim

• RENTAL MANAGEMENT

  • Rental market analysis and marketing/advertising*

  • Tenant screening & evaluation

  • Police notification certificate

  • Rental/Lease agreement execution and reporting the current state of property

  • Rental payment collection 

  • Issuing tenant vacate notice

  • Post vacate property assessment

  • Moveout settlement and Eviction Support, if any

  • Annual rental revenue-expenditure report (for IT filing)

 

• SENIOR CITIZEN SPECIAL CARE* - Personal assistance to elderly clients 

  • Emergency Assist (24/7) - First call respondence 

  • Assistance to hospital for routine check-up, buying medicines

  • Geriatric care manager - Coordination with inhouse caregiver 

  • Travel assistance 

  • Obtaining/submitting life certificate for pensioners

  • Minor online shopping, ordering food, etc         

*only for AE clients at additional cost
 

2. FINANCIAL PORTFOLIO MANAGEMENT 

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• Investment planning and support

• Well organised investment documents management

• Revenue management

• Bank records keeping and Income tax filing support

• In case of any unforeseen demise of our clients, we provide life-insurance claim support, all documentation and legal transfer of investments to nominee 

 

3. CONSTRUCTION MANAGEMENT

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• Construction planning - Assistance for optimal floor plan design, preparation of detailed requirements/specification document, Issuing request for quotation and selection of builder/construction contractor, Negotiation of construction rate with builder.  

• Pre-construction support - Obtaining all necessary government approvals, documentation, loan processing support, etc

• Construction coordination - periodic site visits, review and auditing the construction progress.

• Post-construction support - EB connection, new property tax book, coordination with interior work contractors