Wealth Management

Our strategic intervention helps you steer the course of your business

We start by comprehending your goals and priorities for family wealth management, as well as your general family and business situation, and the make-up of your estate. We then ascertain your objectives and assist you in formulating a sensible strategy for practical solutions. Our subsidiary firm, Sambhav Capital pvt.ltd. Advisors Private Limited, employs both our internal team of specialists and a carefully chosen group of technical partners to ensure a complete solution. Lastly, we assist the implementation of solutions and structures through this company.

Family or business comes first? Given the size of the nation's entrepreneurial population, the engagement of extended families in business, and the frequent blending of personal and corporate assets, it is crucial to give serious consideration to the estate's structure and how accountability is distributed. A strong foundation for managing family-business goals and preventing conflicts can be found in family governance structures including family boards, shareholder agreements, and family constitutions.

Our Management Consulting capabilities cover key areas like

FINANCIAL SYSTEMS DESIGN

Trade
Finance

PERFORMANCE IMPROVEMENT

Structured
Finance

TRANSACTION ADVISORY

Risk
Financing

EXTERNAL CFO SERVICES

Term
Loan

HUMAN RESOURCE CONSULTING

Working
Capital

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We partner with you in your journey of scaling new heights.