Our Services

End-to-end financial solutions from unlisted share transactions to strategic capital advisory

Unlisted & Pre-IPO Shares

Access carefully curated opportunities in unlisted and pre-IPO companies with institutional-grade execution and transparent pricing. We facilitate transactions for investors seeking private market exposure and existing shareholders looking for liquidity.

For Investors (Buy-Side)

  • Access to pre-IPO allocations of high-growth companies
  • Unlisted shares of exchanges, financial institutions, and startups
  • Transparent indicative pricing based on recent transactions
  • Complete KYC, documentation, and demat settlement support
  • Post-transaction updates on company developments

For Shareholders (Sell-Side)

  • ESOP liquidity solutions for employees and founders
  • Secondary sale facilitation for existing investors
  • Buyer sourcing and price discovery support
  • Confidential mandate handling
  • Regulatory and compliance guidance
View Current Opportunities

Capital & Debt Funding

Comprehensive capital raising support for growth-stage companies seeking equity or debt financing. We connect promoters with institutional investors, structure deals, and provide end-to-end transaction management.

Private Equity & VC

  • • Investor identification and outreach
  • • Deal structuring and term sheet negotiation
  • • Valuation guidance and cap table planning
  • • Due diligence coordination
  • • Documentation and closing support

Growth Capital

  • • Funding strategy for scaling businesses
  • • Mezzanine and hybrid structures
  • • Family office and HNI connects
  • • Co-investment syndication
  • • Rights issue planning

Debt & Project Finance

  • • Term loans and working capital
  • • Structured debt solutions
  • • Project financing for infrastructure
  • • Lender identification and negotiation
  • • Debt syndication support
Discuss Your Funding Requirement

IPO & Listing Advisory

End-to-end IPO readiness and listing advisory for companies planning Main Board or SME exchange listings. We provide pre-IPO preparation, merchant banker coordination, and investor outreach support.

Pre-IPO Services

  • 1
    IPO Readiness Assessment

    Comprehensive evaluation of company structure, compliance, and preparedness

  • 2
    Cap Table Clean-Up

    Shareholder restructuring, options rationalization, and equity story development

  • 3
    Compliance & Governance

    Board structuring, policy frameworks, and regulatory compliance setup

  • 4
    Valuation & Pricing

    Valuation benchmarking and IPO price band guidance

IPO Execution Support

  • 1
    Merchant Banker Coordination

    Liaison with lead managers, legal counsel, and auditors

  • 2
    DRHP & Documentation

    Oversight of offer document preparation and SEBI filing

  • 3
    Investor Roadshows

    Pre-IPO investor education and outreach strategy

  • 4
    Post-Listing Support

    Investor relations setup and compliance framework

Schedule IPO Consultation

Corporate & Strategic Advisory

Strategic guidance for promoters and Boards on capital restructuring, growth strategy, turnaround management, and governance frameworks. We provide ongoing mentorship and accountability structures for sustainable value creation.

Capital Restructuring

Equity optimization, debt refinancing, preference share rationalization, and capital efficiency improvements

Growth Strategy

Market expansion planning, acquisition strategy, business model optimization, and growth hacking for founders

Turnaround & Restructuring

Performance improvement plans, working capital management, operational efficiency, and stakeholder negotiations

Governance & Monitoring

Board advisory, periodic reporting frameworks, KPI monitoring, and accountability structures

Explore Advisory Engagement

Financial Planning & Analysis

Comprehensive wealth management and financial planning services to help you achieve your financial goals. From mutual fund investments to insurance planning, we provide holistic financial advisory tailored to your needs.

Mutual Funds & Investment Planning

  • Goal-based investment planning
  • Mutual fund selection and portfolio construction
  • SIP planning and systematic investment strategies
  • Portfolio rebalancing and performance monitoring
  • Direct vs Regular fund advisory

Insurance Planning

  • Life insurance needs analysis
  • Health insurance planning and review
  • Term insurance optimization
  • Critical illness and disability coverage
  • Policy review and claim assistance

Retirement & Tax Planning

  • Retirement corpus calculation and planning
  • NPS (National Pension System) advisory
  • Tax-saving investment strategies (80C, 80D)
  • Tax-efficient portfolio structuring
  • Estate planning and wealth transfer

Wealth Management

  • Holistic financial planning and analysis
  • Asset allocation strategies
  • Multi-asset portfolio management
  • Periodic financial health check-ups
  • Financial goal tracking and reviews

Fixed Income & Bonds

  • Fixed deposit and debt instrument advisory
  • Corporate bonds and debentures
  • Government securities and treasuries
  • Income-focused portfolio construction
  • Credit risk assessment

Children's Education Planning

  • Education corpus calculation
  • SIP strategies for education goals
  • Scholarship and loan guidance
  • Children's investment accounts (PPF, SSY)
  • Inflation-adjusted planning
Start Your Financial Planning Journey

Ready to Get Started?

Contact our team to discuss how we can support your investment goals or business objectives

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