“The essence of strategy is choosing what not to do.” Our Advisory services recognise the needs of a fast-growing business in a dynamic environment, and enable informed decision making.
The Firm has catered to a multitude of leading Indian start-ups and Fortune 500 Companies, providing services of Valuation, M&A Advisory, and Strategic Advisory.
We have been associated with large and well-known business families across India, and have been instrumental in helping them ensure a smooth transition of family assets and income to more than three successive generations.
What We Offer- Assisting on setting the goals and objectives for the family
- Advising on selecting the right form of entity to ensure smooth transition
- Assisting in ascertaining the financial needs of the family and planning investments for such needs
- Resolving disputes / differences within the family
- Advice on structuring investments and funds management
- Drafting of Trust Deeds and Wills
- Taking up Executorship
The Family Office is set up as a separate entity purely providing financial advisory to one family under various verticals, and also handling day-to-day requirements of running the family household — including fund requirements for education and other personal expenditure.
Apart from providing all professional services to the Family Office, the Firm manages the relationship with multiple professionals and vendors, constantly working with the Family / Client to balance the needs of wealth creation and allocation in a smooth manner.
Informed, strategic tax advisory that complements your broader business and succession planning — delivered alongside our dedicated Direct and Indirect Taxation practice.
Dispute Resolution is an integral part of our advisory division, assisting Clients to see the greater benefit and move ahead amicably through tough situations. Being fair is simple.
Business is a subset of society; business thrives on the needs of society; business is made up of people born, living and influenced by their societal relationships and balances — CSR completes this harmonious and powerful circle. The Government, through Section 135 of the Companies Act, has mandated Companies to spend on CSR.
For Corporates — What We Offer- Formulation of CSR Policy
- Plan and Identify Partners & Projects
- Implement Projects
- Monitor Project Spend and Progress
- Audit of Project Impact
- Audit of CSR Spend
- Formation of the Charity
- Requisite Registrations
- Compliance with Statutes
- Monitoring Project Progress
- Audit of Projects
- Financial Management
- Reporting framework for CSR