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  • A comprehensive
    family office to enable

    Shanti

    Peace of Mind

    Vriddhi

    Value Creation

    Nivriti

    Family Harmony

  • Shanti

    Delivering peace of mind
    to our clients through unbiased
    and no-conflict advisory.

  • Vriddhi

    Facilitating growth
    through value creation
    and wealth maximization.

  • Nivriti

    Enabling family
    harmony and
    cohesiveness.

Who we are…

Metis is a Multi Family Office founded by experienced bankers. We advise family-owned businesses on business, family, personal wealth and legacy planning aspects in an integrated manner. We have a professional team with diverse competencies to help execute the objectives of our clients seamlessly.

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Founder's Desk

Suresh Ramanujam
(Managing Director)

“

In 2010, we felt there was a compelling need for a trustworthy, comprehensive advisory platform which is proactive and promoter-centric.

The primary objective is to nurture and protect the manifold interest in business, family, personal wealth and legacy planning aspects of business families.

Thus, Metis was born in 2010.

”

Our Expertise

Business & Value Creation

Business perpetuates
the family.

In a family business scenario, business owners spend significant time and energy in growing & professionalising the business for value creation and perpetuity. It’s not only important to create value but also sustain the value creation process over a long period, so that the business can be made liquid and value can be unlocked whenever needed.

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Wealth & Asset Protection

Wealth is
a function
of wisdom.

An astute patriarch of a business family can accomplish the goal of growing wealth and asset protection through prudent planning, deliberated decisions and meticulous management. Safeguarding, growing and transitioning wealth smoothly to the next generations is even more difficult than creating it. The reason being, there are too many practical challenges at play.

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Family & Legacy

Manage family,
mitigate risk.

The biggest risk for a family business is the family and its alignment towards the business. Therefore, family harmony and cohesiveness is key to achieve both business and family goals. Given these factors, it is important for the leader of the family to focus on its governance and constant communication to achieve better alignment. However, considering the emotional and the generational challenges, and the bias among the family members, external intervention is often necessary to find amicable solutions.

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Metis My Mentor – Gen Next Mentoring

Experiential learning through expanions.

One of the biggest challenges in sustaining value creation in business and better legacy planning is grooming and capability building of the family members in managing the business and its stakeholders. It is important to understand the interest of Gen Next early enough and embark on a formal preparatory process before inducting him/her into the business.

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