One accountable relationship
A dedicated Relationship Manager learns what matters to your family and coordinates every agreed service.
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One dedicated Relationship Manager in India, coordinating your family, property, care, and everyday priorities - so you can live fully, wherever you are.

Property & assets
Medical & elder care assistance
Financial & legacy
Lifestyle concierge
Legal assistance
Events
The relationship model
Your Relationship Manager is the one person who knows your priorities, coordinates the right people, and remains accountable for agreed follow-through.
A dedicated Relationship Manager learns what matters to your family and coordinates every agreed service.
Specialists and service partners are coordinated through one team, so you are not left chasing separate providers.
Information is shared on a need-to-know basis and service scope is agreed privately during onboarding.
Important actions, visits, records, and updates are organized so nominated family members can stay informed.
Designed for
The NRI
The founder
The doctor
The investor
The UHNI family
The family elder
Our services
We act quietly and precisely, coordinating what matters so your family is not left managing a dozen separate providers.

01
Property & assets
02
Medical & elder care
From friendly calls to hospital coordination, a known Relationship Manager helps the family respond with clarity.
03
Financial & legacy coordination
04
Lifestyle concierge
Family & elder care

01
Friendly scheduled calls shaped around the family's preferred cadence.
02
Weekly, monthly, or daily visits when a call is not enough.
03
Practical follow-through on medicines, home needs, and appointments.
04
Coordination for ambulance, admission, specialists, and family updates.
Service availability, visit frequency, and local coverage are confirmed during the private consultation.
Membership planner
Choose what matters most. The planner recommends the lowest tier that includes every selected priority.
Membership planner
Select what matters to your family. We will show the lowest membership tier that covers every selected need.
Full comparison
Pricing and final service scope are shared during a private consultation.
| Membership benefit | Silver | Gold | Platinum | Black |
|---|---|---|---|---|
| Dedicated Relationship Manager | Included | Included | Included | Included |
| Medical emergency coordination | Included | Included | Included | Included |
| Companion visits and check-ins | — | Included | Included | Included |
| Property and asset watch | — | Included | Included | Included |
| Basic bank and document safekeeping | — | Included | Included | Included |
| Financial advisory coordination | — | — | Included | Included |
| Nominee and legacy information sharing | — | — | Included | Included |
| Luxury lifestyle concierge | — | — | — | Included |
| Dedicated lifestyle manager and community access | — | — | — | Included |
| Knowledge sharing and networking | — | — | — | Included |
A trusted first call for essential coordination.
Regular care, property oversight, and document support.
Broader coordination across care, assets, finances, and legacy.
The complete family office and lifestyle relationship.
Events & community
From a private occasion to a purposeful room of peers, your Relationship Manager coordinates the people, planning, and practical details.
Event and community access varies by membership and is confirmed during consultation.
Personal celebrations and important occasions coordinated alongside travel, chauffeur, personal shopping, and executive-assistance needs.
Discuss an eventOpportunities for members to share their knowledge and perspective with other members in a considered setting.
Invitations to member networking events, with participation and access confirmed as part of the relevant membership scope.
The AT App vision
A planned digital companion for approved records, family visibility, and direct access to your Relationship Manager.
My family office
Your Relationship Manager
One tap away
A planned home for approved property, investment, insurance, identity, and medical records.
A direct route to the Relationship Manager when the family needs help quickly.
Clear language and accessible navigation designed with older family members in mind.
A service vision for keeping nominated family members informed about agreed cases and appointments.
Legacy continuity
Record where important assets and reference information can be found, without leaving family members searching.
You decide who may be informed and what they may receive, subject to agreed permissions.
Coordinate a clear, documented process during death or incapacitation, with appropriate professional guidance.
From the founder
“We built the organisation we wished existed for our own families.”
Vivek Sood, Founder
VS
Apna Trustee
Apna Trustee began with one question: as our careers take us further from home, who is actually looking after the people and responsibilities we leave behind? We built the organisation we wished existed for our own families.
Getting started
01
A private conversation about your family, priorities, and locations.
02
Select a core tier and the additional services relevant to your life.
03
Your dedicated Relationship Manager is assigned and personally introduced.
04
Agree the service plan, preferred contacts, permissions, and first priorities.
Begin with a private conversation about your family, priorities, and locations. No sensitive documents are needed for the first call.
Arrange a private callExact service coverage is confirmed during consultation. The website does not provide emergency dispatch.