Private Client Services

We offer discreet, end-to-end advisory services for private clients—entrepreneurs, CXOs, inheritors, and global citizens— delivering tailored solutions across financial, legal, and lifestyle needs. We act as your strategic thought partner, integrating wealth, risk, and legacy planning into one seamless experience

Services include:

  • Holding structures to optimize ownership, protection, and intergenerational transfer.
  • Domestic and international tax strategy, residency structuring, and compliance planning across jurisdictions.
  • Advisory on reputational risk, digital legacy, and confidential dispute resolution.
  • Holistic solutions for any situation across life stages, ensuring that wealth becomes a source of stability and empowerment—not complexity.
Investment Structures including Gift city structures
5.1. Alternative Investment Fund Setup
  • Domestic and Offshore Investment Fund (AIF) structuring and setting up assistance
  • Jurisdiction identification
  • Fund Legal Documentation - Incorporation Documents, PPM and Contribution Agreement
  • Securities Exchange Board of India (SEBI) Registration Support
  • Tax advisory for Funds and Investors
5.2. Gift City Fund Setup
  • Gift City Fund and Family Office Fund structuring and Setup
  • Gift City and Family Office Fund Documentation
  • Gift City Registration support
  • Tax advisory for Funds and Investors
5.3. Fund Operations and Compliances
  • Incentivisation structuring for different stakeholders involved in the Fund
  • Automated Investor Onboarding Process
  • Periodic SEBI and Tax Regulatory Compliances
  • Tax Compliances for Fund and Sponsor/Manager Entity
  • NAV Calculation
  • Fund distribution calculation and withholding working 
  • Investor-wise computation of applicable fees and charges provided in the PPM
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