Wealth Management Solutions

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Bespoke Advisory Solutions Architected for Distinguished Families

ESTATEVEDA offers four comprehensive wealth management solutions, each engineered for different portfolio scales and strategic objectives. Every solution incorporates our institutional framework—customized to your family’s requirements.

VEDA ESSENTIAL

Professional Foundations for Emerging Portfolios
40,000 + GST Annual Fee
  • Emerging HNIs
  • 1-2 properties
  • Foundational governance

VEDA ADVANCE

Strategic Management for Growing Portfolios
75,000 + GST Annual Fee
  • Growing portfolios
  • 2-5 properties
  • Strategic positioning

VEDA PREMIUM

Comprehensive Excellence for Luxury Portfolios
1,10,000 + GST Annual Fee
  • Luxury portfolios
  • 5-15 properties
  • Comprehensive governance

VEDA ELITE

Bespoke Wealth Architecture for Distinguished Families
1,50,000 + GST Annual Fee
  • Ultra-luxury portfolios
  • 15+ properties
  • Multi-generational architecture

Additional Fees & Payment Terms

Transaction-Based Fees:

  • Leasing Placement: 1-3 month’s rent
  • Exit Services: 1-3% of transaction value
  • Acquisition Advisory: 1-3% of acquisition price
  • Bespoke Advisory: ₹10,000/hour

Payment Terms:

  • Annual or quarterly invoicing
  • Due within 5 business days
  • Late payments: 24% per annum
  • Non-refundable after services rendered

Package Comparison Matrix

SERVICE CATEGORYVEDA ESSENTIALVEDA ADVANCEVEDA PREMIUMVEDA ELITE
Annual Investment₹40,000 + GST₹75,000 + GST₹1,10,000 + GST₹1,50,000 + GST
Inspection FrequencyAnnualBi-AnnualQuarterlyQuarterly + Monthly
Response Time24 Hours12 Hours4 Hours2 Hours
Dedicated ManagerSharedAssignedDedicatedPersonal
Tenant ScreeningStandardEnhancedPremiumBespoke
Maintenance LevelReactiveProactiveLuxuryUltra-Premium
Technology IntegrationBasicStandardAdvancedCutting-Edge
Investment AdvisoryBasicStrategicComprehensiveWealth Integration
Market IntelligenceAnnualQuarterlyMonthlyReal-Time
Concierge ServicesEmergencyStandardPremiumLuxury

VEDA ESSENTIAL

Professional Foundations for Emerging Portfolios
40,000 + GST Monthly
  • Emerging HNIs
  • 1-2 properties
  • Foundational governance

Services:

  • Annual Property Health Assessment – Complete structural and systems evaluation
  • Basic Tenant Management – Screening, placement, and standard communication
  • Financial Oversight – Monthly rent collection and basic reporting
  • Emergency Response Protocol – 24/7 urgent maintenance coordination
  • Legal Compliance Support – Regulatory adherence and documentation
  • Digital Portfolio Dashboard – Basic property performance tracking

Value Propositions:

  • Professional property oversight with minimal owner involvement
  • Cost-effective entry into professional property management
  • Essential legal and financial protection
  • Foundation for future portfolio expansion
Profile

Emerging high-net-worth professionals building inaugural portfolios with professional institutional support.

VEDA ADVANCE

Strategic Management for Growing Portfolios
75,000 + GST Monthly
  • Growing Portfolios
  • 2-5 Properties
  • Strategic Positioning

Services:

  • Bi-Annual Strategic Assessments – Detailed performance optimization reviews
  • Premium Tenant Curation – Advanced screening and relationship management
  • Value Enhancement Advisory – Renovation recommendations and ROI analysis
  • Proactive Maintenance Programs – Scheduled upkeep and system optimization
  • Market Positioning Strategy – Competitive rental analysis and positioning
  • Investment Performance Analytics – Quarterly financial performance reports
  • Concierge Support Services – Enhanced tenant and owner assistance

Value Propositions:

  • Strategic approach to property value maximization
  • Enhanced tenant quality and retention
  • Professional renovation and upgrade guidance
  • Comprehensive market intelligence for investment decisions
Profile

Successful entrepreneurs building strategically diversified portfolios with institutional positioning.

VEDA PREMIUM

Comprehensive Excellence for Luxury Portfolios
1,10,000 + GST Monthly
  • Luxury Portfolios
  • 5-15 Properties
  • Comprehensive Governance

Services:

  • Quarterly Excellence Audits – Comprehensive property optimization assessments
  • Luxury Tenant Experience Management – White-glove service and premium amenities
  • Capital Appreciation Strategies – Value enhancement and market positioning
  • Dedicated Relationship Management – Personal property manager assignment
  • Premium Maintenance Protocols – Luxury-grade upkeep and service standards
  • Investment Advisory Integration – Portfolio diversification recommendations
  • Lifestyle Concierge Services – Full-service tenant and owner support
  • Market Intelligence Premium – Monthly market insights and investment opportunities

Value Propositions:

  • Luxury-standard property management and tenant experience
  • Dedicated professional relationship management
  • Strategic investment advice and portfolio optimization
  • Premium market positioning and rental maximization
Profile

Ultra-high-net-worth individuals with diversified luxury portfolios seeking institutional-grade management.

VEDA ELITE

Bespoke Wealth Architecture for Distinguished Families
1,50,000 + GST Monthly
  • Ultra-Luxury Portfolios
  • 15+ Properties
  • Multi-Generational Architecture

Services:

  • Monthly Portfolio Monitoring – Continuous performance optimization
  • Quarterly Strategic Excellence Reviews – Comprehensive investment analysis
  • Bespoke Tenant Experience Design – Customized luxury living solutions
  • Investment Portfolio Integration – Holistic wealth management approach
  • Capital Markets Advisory – Real estate investment opportunities and exits
  • Luxury Property Concierge – Complete lifestyle management services
  • Legal & Tax Optimization – Advanced structuring and compliance
  • Global Market Intelligence – International investment opportunities
  • Technology & Innovation Leadership – Cutting-edge property tech solutions
  • Family Office Services – Multi-generational wealth planning integration

Value Propositions:

  • Ultra-premium bespoke property management experience
  • Integrated wealth management and real estate advisory
  • Global investment opportunities and market access
  • Complete family office real estate services
Profile

Ultra-high-net-worth families and global Indians with complex multi-generational objectives.

Solution Selection Guidance

Choose VEDA ESSENTIAL if:

  • First-time property management experience
  • Single property or small portfolio
  • Budget-conscious investment approach
  • Basic professional oversight requirement

Choose VEDA ADVANCE if:

  • Growing property portfolio
  • Strategic investment focus
  • Enhanced tenant experience priority
  • Market positioning optimization

Choose VEDA PREMIUM if:

  • Luxury property portfolio
  • Premium market positioning
  • Comprehensive service requirement
  • Investment advisory integration

Choose VEDA ELITE if:

  • Ultra-luxury property portfolio
  • Holistic wealth management approach
  • Bespoke service requirements
  • Multi-generational investment planning