01
Bank and manager introductions
Private banks and independent managers in India, Singapore, Dubai, London and Switzerland, introduced with the mandate written before the pitch.
Wealth Management
Mandates read against your objectives, not their products.
Introductions to private banks and independent managers, with foundations and alternatives alongside.
Speak to BeckonA named concierge, not a call centre
The principle
Quiet work, properly held.
Every private bank presents well. The difference sits in the mandate, the fee layers and whether the relationship manager will still be there in three years.
Beckon does not manage money and does not accept trail commission. We help you compare properly and hold the relationship to what was promised.
Most Indian families of significant means do not have a wealth problem. They have a coordination problem. There is a private banker, a chartered accountant, a company secretary, a broker and a lawyer, each competent, none holding the whole picture, and decisions taken in one corner quietly undoing work in another. Holding the whole picture is the job.
What we arrange
Considered from the first call.
02
Family office support
Succession documentation, trust administration and inter generational structuring alongside your existing advisors.
03
Philanthropy and foundations
Formation, governance, grant administration and reporting for family foundations, handled with the same discretion as the rest of your affairs.
04
Alternative investments
Access to closed funds, private placements and co investment alongside families we already serve, with diligence coordinated independently.
05
Succession and the next generation
Wills, trusts, HUF position, shareholder agreements and the governance that determines whether an enterprise passes intact. This is where Indian family fortunes are most often damaged, and almost always because the conversation was postponed rather than because the structure was wrong.
06
Residency, tax and cross-border position
For families with members in more than one country, tax residency turns on day counts and can change without anyone noticing. Coordinated with counsel in each jurisdiction so that a structure that is efficient in one is not creating an exposure in another.
The Beckon standard
Nothing left to chance.
- No trail, retrocession or placement fee accepted by Beckon
- All fee layers surfaced before an account is opened
- Performance reviewed against the written mandate each year
- Introductions withdrawn when service falls away
- We hold no product licence and earn no commission on any instrument. There is nothing we are quietly hoping you buy.
Questions, answered once
Wealth Management, without the theatre.
Does Beckon manage or advise on investments?
No. We are not a registered advisor and we do not manage capital. We introduce, compare and hold institutions accountable to the mandate you set.
How are you paid for this?
By your membership only. We accept no commission from any bank, manager or fund, which is what keeps the comparison honest.
Can you work with the family office we already have?
Yes, and that is the usual case. We add reach and independent comparison; your office keeps control.
What access do you have to closed funds?
Allocations arise through relationships and through members co investing together. We will not overstate availability, and we say no when an allocation is not genuinely open.
Does Beckon manage money or recommend investments?
No. Advising on securities in India requires SEBI registration and we do not hold it. We coordinate the advisers you already have, identify gaps between them, and bring in specialists where something is missing. The advice stays with regulated professionals.
When should a family office make sense?
Less about a threshold figure than about complexity. Several operating businesses, assets in more than one country, more than one generation with a claim, or a succession approaching. Any of those and the coordination cost of not having one usually exceeds the cost of having one.
How does a request reach Beckon?
By call, message or WhatsApp to your concierge. There is no form, no ticket number and no queue. One line is enough to begin.
What does membership cost?
Beckon is Rs. 4,00,000 annually with a Rs. 1,00,000 joining fee, exclusive of GST. Beckon Black is by invitation only. Service costs are billed separately at actuals, with no commissions and no markups.
Are service costs marked up?
No. Vendor and supplier invoices are passed to you exactly as received. Beckon is paid by your membership, which is why our recommendation is never for sale.
What are the service hours?
Beckon members are supported from ten in the morning to ten at night, seven days a week. Beckon Black members have a named relationship manager available at every hour.
How is discretion maintained?
Every request is held by a single named concierge. Details are not circulated internally, staff are bound by confidentiality undertakings, and Beckon signs a non disclosure agreement with any member who asks.
Is there a limit on the number of requests?
No. Membership is limited instead. We keep the house small so that no concierge is ever carrying more than they can hold properly.
Can requests be made outside India?
Yes. Our members live and travel across London, Dubai, Singapore, Zurich, New York and the Mediterranean, and we hold relationships in each.
How does one join?
Through introduction by an existing member, or through an application read personally by our secretary. Every applicant meets us before an invitation is extended.
A private conversation
Tell us only what matters.
A line, a call or a message is enough. Your concierge will ask what is necessary and take the rest from there.
Speak to BeckonService costs are billed separately at actuals. No commissions, no markups.