ARKA // PrivéClient-ConfidentialNeed-to-know
Mumbai // HQ19.0330° N 73.0297° EIST
File 0001— Division ID: FAMILY OFFICE COORDINATION
PO-07Clearance: LEVEL 5“One desk and one calendar across everything a family owns. The point is the family's control and continuity, not higher returns.”
ARKA's family office coordination desk, for families who want one calm team across their businesses, property, investments, succession and giving. It coordinates. It does not manage money or give tax, legal or investment advice.
The family decides. The professionals advise. The Private Office holds the thread.
A family's affairs are usually run by people who have never sat in the same room: the accountant, the lawyer, the banker, the manager of each business. The Private Office is ARKA's family office desk: one team across all of it.
We map what exists. We frame the decisions. We bring the chartered accountant and the lawyer to the same table. Then we run the calendar, so nothing lapses and nothing is decided by default.
“Control and continuity. Not higher returns.”
Every entity, every owner, every decision-maker, on one page. The whole picture in one place, before any decision is taken.
Each open decision is written as a short paper: the question, the options, what each adviser must answer, and the date by which the family needs to choose. We frame. We do not recommend a structure.
The chartered accountant, the lawyer and, where the family uses them, the banker and the SEBI-registered adviser: one agenda, one set of minutes, actions with names and dates.
Filings, renewals, reviews, board and family meetings, documents that expire. One calendar, kept by one desk.
An index of what exists and where each document is kept. A register, not a vault.
Who comes in, when, and on what terms. We help the family write its own rules. A family constitution is not binding by itself; the family's lawyer ties it to agreements that are.
A family's name and safety are assets too. Digital privacy runs through Overwatch. Protection is arranged through Close Protection and delivered only by PSARA-licensed agencies, engaged for each mandate. Property runs through ARKA Realty, with transactions only through MahaRERA-registered agents.
File 0003Discretion
A family's affairs are not a subject for a contact form. This is the order in which we learn anything about yours.
A name or an alias, an email address and one line saying you want the Private Office. Nothing about the family, what it owns or the question in front of it.
Before any briefing we check for conflicts. If we act for a party opposed to the family, we decline.
A non-disclosure agreement is signed before any detail changes hands. Ours, or yours once we have reviewed it.
Only then does the conversation open, on an end-to-end encrypted channel. Not through this website, and not on WhatsApp.
We ask only for what the map needs. Inside ARKA, access to your file is need-to-know, and every permission is revoked when the mandate closes.
File 0004Discovery
We begin with seven questions. Most can be answered in an afternoon. Some have not been asked in years.
Every business, property, investment and loan, with its legal owner: an individual, an HUF, a company, an LLP, a trust.
For each business and each major asset: who signs, who is consulted, and who steps in.
Residence outside India changes the tax and foreign-exchange position; that question goes to the chartered accountant.
The family home, the founding business, land.
Personal guarantees, liabilities held in the same entity as family assets, loans between relatives that were never written down.
Nominations on bank accounts, demat accounts and insurance are listed separately, for the family's lawyer.
Salaries, dividends, and whether any rule for a dispute exists on paper.
These are asked on the private channel, after the non-disclosure agreement is signed. Please do not answer them through the website form.
File 0005Agenda, Not Advice
These are the structures a family and its advisers usually weigh. This page describes what each is for. It does not tell you which to use.
Owns the shares of the operating businesses in one place; separates risk between them.
Who answers: Chartered accountant, lawyer
A flexible holding or investment vehicle for the family.
Who answers: Chartered accountant, lawyer
Holds assets for named family members; continuity and protection.
Who answers: Lawyer, chartered accountant
The existing joint-family structure, with its own tax identity.
Who answers: Chartered accountant, lawyer
Written rules on roles, entry of the next generation, dividends, exits and disputes.
Who answers: The family, with its lawyer
Make the constitution enforceable.
Who answers: Lawyer
Who inherits.
Who answers: Lawyer
A separate entity and policy for financial investments.
Who answers: SEBI-registered adviser or portfolio manager, lawyer
Assets or family members abroad.
Who answers: Chartered accountant, authorised dealer bank, lawyer
A trust or company for philanthropy.
Who answers: Chartered accountant, lawyer
We do not recommend a structure. We make sure the right people are asked the right question, in the right order.
Every structure here needs a chartered accountant and a lawyer before anything is set up.
File 0006Deliverables
The first thing you hold is a single page. Everything after it is decided against that page.
Entities and owners
Company
LLP
HUF
Trust
Decision-makers
Three biggest risks
Three decisions this year
One page: entities, owners, decision-makers, the three biggest risks, and the three decisions the family must take this year.
One short paper for each open decision: the question, the options, and what each adviser must answer.
An agenda and minutes for each meeting, with actions, names and dates.
Filings, renewals, reviews and meetings, in one place.
An index of what exists and where each document is kept.
At an agreed interval: what was decided, what moved, what is next.
File 0007Limits of the Desk
ARKA coordinates. It does not give tax opinions, legal advice or investment advice. It does not manage or invest money, take custody of family assets or sell financial or insurance products.
Every structure needs a chartered accountant and a lawyer before anything is set up. That work is done only by registered professionals, engaged for each mandate. The family chooses them. They are engaged by the family directly or through ARKA, as the mandate sets out, and ARKA brings them to the table.
ARKA is paid by the family, under the mandate, and by no one else.
File 0008Scenarios Only
The Brief
“Three branches, several companies, one ageing decision-maker. The office produces a one-page map of who owns what, names the three largest risks, and puts three decisions in front of the family with its chartered accountant and lawyer at the same table.”
The Brief
“Children resident outside India and nothing written about who decides next. The office frames the questions for the family's tax and legal advisers, sequences their answers and turns them into a dated calendar of decisions.”
The Brief
“Guarantees, property and the operating business in one name; filings tracked by memory. The office builds the document register and a twelve-month calendar; the advisers take the structuring questions from there.”
Illustrative scenarios. They show how this desk works. They are not records of client engagements.
File 0009Asked and Answered
No. ARKA's Private Office does not manage or invest money, sell financial products or take custody of family assets. It coordinates a family's affairs: what is owned, who decides, which adviser answers which question, and the calendar. Investment decisions stay with the family and its SEBI-registered adviser.
ARKA's Private Office does not replace a family's advisers; it works with them. Each adviser sees one part. The office keeps the whole map and the calendar, frames each decision, and makes sure the answers arrive in the right order.
No. ARKA does not set up trusts, draft wills or give tax opinions. Lawyers draft trusts, wills and agreements, and chartered accountants give tax opinions. ARKA prepares the brief, convenes the advisers, records what was decided and tracks what follows.
ARKA's Private Office publishes no asset threshold. The test is complexity: more than one entity, more than one decision-maker, or a next generation with different plans.
ARKA sees only what the mapping needs, and only after a non-disclosure agreement is signed. Access inside ARKA is need-to-know. Sensitive detail is never sent through the website form; it moves to an encrypted channel set up after first contact.
Privacy noticeVery little. A first message to ARKA's Private Office needs only a name or an alias, an email address and one line. Send no family or financial detail through the website. A non-disclosure agreement is signed before any detail is shared.
ARKA's Private Office sends cross-border questions on tax and foreign exchange to advisers qualified in each country, and keeps one map and one calendar across them.
Send no family or financial detail in a first message.
A name or an alias, an email address and one line are enough. An enquiry binds you to nothing, and the non-disclosure agreement comes before anything else.