About the Indian Family Office Benchmarking Survey 2026
This annual study by Priwexus represents the collective voice of India’s most sophisticated Single Family Offices (SFOs). It captures not just the quantitative metrics of assets under management and allocation strategies, but the qualitative shifts in governance, family engagement, and the very purpose of family capital. We have delved deep into how families are navigating the tension between tradition and innovation—between wealth preservation and wealth activation.
Objective
The objective of Priwexus’s annual initiative remains steadfast: to provide family principals and their leadership teams with a robust framework for benchmarking their own performance against their peers. Whether it is evaluating service delivery models, assessing technology adoption, or understanding how leading families are approaching succession and next-gen readiness, this report aims to be an indispensable strategic tool.
COMPREHENSIVE RESEARCH
What the Survey Covers
Governance
Investment Strategy
Operational Metrics
Talent Management
Estate Planning
Impact of AI
Geopolitical Hedging
VALUE PROPOSITION
Why Participate?
Benchmarking
Compare costs, investments, and team structure directly against your industry peers.
Exclusive Insights
Secure early access to critical industry data and track emerging wealth management trends before they break.
Validation
Gain confirmation that you are on the right track or definitively identify needed strategic changes.
Network & Influence
Connect with sophisticated peers and actively shape the future of the Indian family office ecosystem.
This benchmarking study is not just a collection of data; it is a testament to the collaborative spirit of the family office community. The report will encapsulate insights derived from the collective wisdom, experiences, and contributions of family office principals, professionals, industry experts, and thought leaders.
Aditya Gadge FOUNDER, PRIWEXUS
Join the Benchmark
If you would like to participate in the upcoming Family Office survey and gain exclusive insights, request your secure link below.
Get Participation Link →Have Questions?
Our research team is available to assist you with any inquiries regarding data confidentiality or methodology.
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