family office management

family office management

A new concept coined recently where every HNI is looking to set-up its only family office to efficiently manage wealth, to ensure that this wealth sees day of lights for many coming generations, we believe that a strong advisor in this space is mandatory and hence we provide the following space:

  • • Treasury Management.Succession/ Estate Planning.

  • • Structuring of family business.

  • • Corporate Reorganisation.

  • • Family governance advisory.

  • • Multi-generational trainings and grooming of successors.

  • • Advisory related to Investment / Wealth management, etc.

Other services

Corporate Advisory Services

• Business structuring.
• Deal structuring.
• Corporate Reorganisation.
• Capital budgeting & investment decision analysis.
business-services

Business set-up services

• Optimum capitalization structure, etc.
• Entity Incorporation and Registrations.
• Tax Structuring and Advisory.
• Post-setup support.
taxation

Taxation Services

• Tax planning, structuring and advisory services.
• Tax Due Diligence Services.
• End-to-end Transfer Pricing services.
• Tax opinions and certifications.
legal

regulatory services

• Registration of NBFC, AIF, etc.
• Intellectual property rights.
• Advise on Corporate Governance.
• Annual ROC compliances.
assurance-services

Assurance services

• Assurance Engagements
• Internal and Management Audits.
• Stock Audit and Assets Verification.
• Internal Finance Control review.
start-up

start-up services

• Business Planning & Strategy.
• Advising start-up’s at various stages.
• Start-up application and compliances.
• ESOP: Policy drafting and structuring.
esg-services

ESG Services

• ESG Strategy & Integration.
• ESG Reporting & Disclosures (including BRSR & GRI).
• Sustainable Finance Advisory.
• ESG Due diligence.
out-sourcing

outsourcing services

• CFO services.
• Finance & Accounting outsourcing.
• Payroll outsourcing.
• Knowledge process oursourcing.