Our Services

Our property investment practice spans residential, commercial, and land acquisitions — from identifying high-value opportunities to executing complex joint ventures and managing entire development lifecycles. We combine deep local market knowledge with a rigorous compliance framework to protect and grow your real estate wealth.

• Land Acquisition & Joint Ventures — End-to-end advisory on land deals, JV structuring, and partnership negotiations with developers.
• Asset Monetisation & Disposition — Strategic advice on unlocking value from existing real estate assets through sale, lease, or structured development.
• PMC & Vendor Management — Project Management Consulting to oversee construction timelines, budgets, and vendor quality control.
• Compliance & Valuation Advisory — RERA compliance, stamp duty planning, and independent property valuations.
• Government Liaisoning Services — Expert coordination with government bodies for approvals, NOCs, and regulatory clearances.

We bridge global capital with Indian investment opportunities, providing expert guidance on Foreign Direct Investment structures, regulatory approvals, and bank financing solutions. Our team navigates the complex interplay of FEMA regulations, RBI guidelines, and international tax treaties to facilitate seamless cross-border transactions.

• Loan Advisory & Syndication — Structured debt advisory, term loan syndication, and working capital solutions across banking relationships.
• Structured Finance Solutions — Creative financing structures including mezzanine finance, ECBs, and hybrid instruments.
• FDI Entry Strategy — Optimal entry route selection (automatic vs approval), sectoral cap analysis, and regulatory compliance under FEMA.
• Cross-Border Taxation — DTAA benefits, withholding tax optimization, and repatriation planning for international investors.

Taking a company public is one of the most transformative milestones in its journey. Our IPO advisory team provides end-to-end support — from pre-IPO financial structuring and investor readiness, through SEBI compliance, DRHP preparation, and post-listing obligations — ensuring a smooth, successful market debut.

• Financial & Structural Advisory — Financial restructuring, PE ratio benchmarking, and pre-IPO balance sheet cleanup.
• Capital Restructuring — Equity dilution planning, ESOPs, buybacks, and pre-IPO placement strategies.
• SEBI & Exchange Compliance — DRHP preparation, SEBI filing support, stock exchange listing requirements, and ongoing compliance calendar.
• Due Diligence & Risk Assessment — Comprehensive financial, legal, and operational due diligence aligned to regulatory expectations.
• Investor Readiness — Roadshow preparation, investor pitch decks, and institutional investor engagement strategy.

Our Family Office practice serves HNI and UHNI families as a trusted, confidential wealth partner — managing every dimension of financial life. We go beyond investment management to encompass succession planning, estate structuring, philanthropy, and lifestyle coordination, ensuring generational wealth preservation.

• Wealth & Investment Management — Consolidated multi-asset portfolio oversight including equities, real estate, alternatives, and international assets.
• Tax & Compliance Advisory — Personal tax planning, HUF structuring, and annual compliance management.
• Succession & Estate Planning — Will drafting, trust structuring, and intergenerational wealth transfer planning.
• Philanthropy & Social Impact — CSR strategy, foundation governance, and impact investment advisory.
• Consolidated MIS & Reporting — Real-time consolidated wealth reporting across all asset classes and geographies.
• Risk & Insurance Management — Life, health, property, and key-man insurance advisory and review.

Our Virtual CFO service brings institutional-grade financial leadership to businesses of all sizes — without the cost of a full-time C-suite hire. We embed ourselves as your financial partner, driving strategic growth, capital efficiency, and rigorous governance.

• Financial Management — Budgeting, cash flow management, financial modelling, and working capital optimization.
• Corporate Growth Advisory — Fundraising strategy, investor relations, and growth roadmap development.
• Valuation & Transaction Support — Business valuations for fundraising, acquisitions, ESOPs, and regulatory purposes.
• Monitoring & MIS Reporting — Customized management information systems, board packs, and KPI dashboards.

Building wealth is only half the equation — protecting it is equally critical. Our wealth protection practice delivers a 360-degree risk assessment framework, helping clients safeguard assets from market volatility, legal risk, operational exposures, and unforeseen events.

• Risk Assessment & Mitigation — Comprehensive risk mapping across financial, operational, and personal dimensions.
• Insurance Management — Life, health, general, and specialty insurance review, placement, and claims advisory.
• Asset Protection Strategies — Legal structuring of assets through trusts, LLPs, and holding companies to limit exposure.
• Compliance Oversight — Ongoing monitoring of regulatory changes and their impact on wealth structures.

Our taxation practice offers comprehensive coverage of direct and indirect taxes, international tax structuring, and secretarial compliance — ensuring clients remain fully compliant while optimizing their tax positions within the bounds of law.

• Direct Tax Compliance — Income tax returns, tax audit, advance tax planning, and representation before tax authorities.
• Indirect Tax (GST) — GST registration, monthly/quarterly returns, reconciliations, and GST health checks.
• TDS & Withholding Tax — TDS compliance, quarterly returns, certificates, and lower deduction applications.
• International Tax & Transfer Pricing — DTAA analysis, transfer pricing documentation, and Form 15CA/CB.
• Secretarial & Regulatory Compliance — Companies Act compliance, ROC filings, annual returns, and board governance.

We guide businesses through every stage of mergers, acquisitions, and corporate restructuring — from strategic target identification and business valuation through due diligence, deal structuring, and post-merger integration. Our team ensures maximum value creation for both buyers and sellers.

• Business Valuation — DCF, comparable company, and asset-based valuation approaches for multiple purposes.
• Due Diligence — Financial, legal, tax, and operational due diligence to uncover risks and opportunities.
• Deal Structuring & Negotiation — Optimal transaction structure design, SPA negotiation support, and closing coordination.
• M&A Integration Support — Post-merger integration planning covering finance, HR, technology, and operations.

We provide end-to-end business support services that allow entrepreneurs and corporates to focus on growth while we handle the structural, operational, and regulatory backbone. From India market entry for foreign businesses to HR organization design for scaling startups.

• Corporate Structure Advisory — Optimal entity selection (Pvt Ltd, LLP, OPC), shareholding structure, and group restructuring.
• HR & Org Development — Organization design, job grading, performance management frameworks, and HR policy drafting.
• Accounts & Tax Oversight — Monthly bookkeeping, management accounts, payroll processing, and statutory compliance oversight.
• India Entry Support — Incorporation, RBI/FEMA filings, MSME registration, and all startup regulatory requirements for foreign entities entering India.

Accurate valuations are the foundation of sound investment decisions, regulatory compliance, and fair transactions. Our valuation team provides SEBI-registered valuations, tax-purpose valuations, and independent fairness opinions across a wide range of asset classes and transaction types.

• Land & Building Valuation — Independent property valuations for purchase, sale, mortgage, and balance sheet purposes.
• IP & Intangible Asset Valuation — Brand valuation, patent, trademark, and technology asset valuation for M&A and transfer pricing.
• Swap Ratio & Fairness Opinions — Independent swap ratio determination for mergers, demergers, and share exchange transactions.
• Goodwill Testing — Annual goodwill impairment testing per Ind AS 36 / IFRS standards.
• Business Enterprise Valuation — ESOP valuation, rights issue pricing, preferential allotment, and FEMA valuation.