To support the intent, creation of a seamless open-architecture platform is equally important. Active management and creation of a systematic process being even more crucial
Investment Management
- To Facilitate
- Portfolio review & monitoring
- Drafting of IPS based on Risk profile, objectives & other portfolio metrics
- Identification of investment opportunities
- Optimisation of portfolio costs
- Consolidation of Investments
- Preparation of Family Asset Allocation Mandate & Re-balancing system
- Reporting as part of Monthly Dashboard
Accounting & Audit
- To Liaise with Accounting & Audit Firms for
- Periodical book-keeping & record management
- Statutory Audits, Income Tax Return Filings etc
Succession Planning
- Facilitate implementation of intergenerational estate transfer plans
- Aid in development of family charter document
- Co-ordinate with Legal experts & execute the estate plan incl. Will/Trust
Advisory
- Enable access to a consortium of professionals for need-based advice & execution in;
- Legal and Tax matters including Litigations & Corporate Structuring
- Real Estate: Investment & Transactions
Social Impact
- Develop Philanthropic Plans & Strategies
- Assistance with establishment of Charitable Institutions
- Organize charitable activities & their due diligence
- Facilitate Impact Investing & CSR
Administration
- Monitor liquidity & Cash flow management
- General account openings including entity incorporations
- Facilitate personnel management & Recruitment
Risk Management
- Development and implementation of an optimal risk management strategy
- Managing risk of concentration in asset classes, instruments and underlying
- Ensuring adequate insurance cover & policy execution including Life & Health
Fund Raising
- To Liaise with Banks & Institutions for
- Loans: Business & personal ventures
- Debt syndication & private funds
Private Equity
- To Facilitate
- Due diligence and proposal evaluation
- Legal structuring, term sheet and agreement drafting
- Co-ordination with stakeholders, institutions & promoters
M & A
- Project Reports for Acquisition & Sale mandates
- Liaise with investment banks for transactions
- Facilitate timely financial &/or operational due diligence
Startup & Business Consulting
- Project launch and strategic consulting
- Functional mandates & business development propositions
- Periodical MIS and performance reporting