Know Your Asset Allocation

Gain clarity on your aspirations and comfort with risk, so we can tailor an investment approach that truly fits you.

TAKE QUIZ

You’re different. So is your wealth.

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Anchored by purpose. Built for legacy.

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₹3000 +

Crores worth of assets overseen with
precision and integrity.

400+

Families

6 years

Of guiding families with trust and conscience

Services

Investment & Wealth Management
Professional wealth management with an asset-class agnostic, bias-free approach. Our relationships and scale give us access to unique and exclusive opportunities.
Estate and Legacy Planning
At Conscience, we work hand-in-hand with families to solidify their vision for the future ensuring the wealth they’ve built continues to support the people and causes they care about for generations.
Deals and Partnerships
We help companies raise capital and execute strategic transactions through end-to-end equity, debt, and M&A advisory. Our focus is on securing the right partners, managing valuations and diligence, and ensuring smooth, value-driven deal execution.
Family Office Structuring
Whether you are establishing a family office for the first time or enhancing an existing structure, we deliver comprehensive guidance to ensure it is built with strength, transparency, governance and ever lasting vision.

Our proposition

Beyond a certain level of affluence, families need more than just wealth management, they need alignment, governance, and continuity. Our professional consortium bridges the gap between business and personal.

Trusted by families like yours

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Aravind

Textile Business

We’ve been working with Conscience for close to 3 years now. Investing across multiple family members was becoming complicated, but the team at Conscience consolidated everything into a single family portfolio. Now, every decision feels aligned with our collective goals, and it’s given us so much more clarity and peace of mind.

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Shankar

Pharma Industry

As a business owner, my focus is always on scaling the company, and I never had the time to think deeply about my own finances. CMFO helped me build a structure that gave me liquidity when I needed it, while still keeping long-term investments growing. They really understand how business cycles impact personal wealth.

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Swathi

Ex-Country Head, MNC

I’ve been with CMFO since inception and what stands out is their professionalism and discretion, they have always stayed a step ahead, I know my wealth is being managed with the same attention to detail as my businesses and that’s rare to find from structuring my estate to helping me diversify globally.

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Aparna

NRI Client

I’ve been living in the US for over 15 years, but most of my family’s wealth is in India. Before Conscience, it was always tough to track what was happening with the investments. Since working with them for the past 5 years, managing everything has become so much easier. They give me regular updates, handle asset allocation across markets, and make sure I don’t miss opportunities just because I’m abroad.

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Anand

Tech Entrepreneur

I’m a first-gen tech entrepreneur, and after my company was acquired I suddenly had a large payout to manage. CMFO happened to be there at the right time. They helped structure everything in a tax-efficient way and guided me on where to deploy the funds. It gave me clarity and confidence at a stage where I could have easily felt overwhelmed.

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Venkat

Big4 Professional

I work with two wealth teams, and CMFO is one of them. What’s stood out is the opportunities they bring to the table — from private credit to early-stage funds, the ideas have been far more attractive than what I see elsewhere. They actually curate opportunities that fit my profile and risk appetite. That’s made a huge difference in how I allocate capital.

Frequently asked questions

Who do we typically work with?
We work with Business families, individuals, entrepreneurs, professionals, and inheritors who seek a trusted partner to manage complex financial and legacy matters. Today, we serve over 400 families across India and abroad, overseeing assets of more than ₹3,000 crores.
What makes our investment approach different from other wealth managers?
At Conscience, we follow an open-architecture model that prioritizes transparency, flexibility, and independence. This means we are not tied to specific products or fund houses. Instead, we access a wide network of investment opportunities both public and private, to design portfolios that best fit each client’s goals.
I already manage my own investments - why should I consider CMFO?
Many of our clients are experienced investors. Conscience adds value by bringing structure, efficiency, and institutional access to what you already have. Our role is not to replace your control, but to enhance decision-making with deeper research, enable access to exclusive opportunities, and industry insights often unavailable to regular investors.
What is the minimum investment to get started?
At Conscience, we focus on adding value, without any entry barriers. We are not bound by cheque sizes, our relationships are built on shared purpose. Whether someone is beginning their wealth-creation journey or managing an established portfolio, our goal is to bring structure and clarity at every level. Only the level of personalisation and access vary basis investor-profiles.
Once we begin, how can I track and review my portfolios?
We have a fairly robust tech-enabled reporting system that gives reporting and analytics for your portfolio on almost real-time basis. Our advanced review-mechanism and AI-enabled tools help us with regular monitoring and decision-making for your investments.

Where relationships
transcend transactions

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