Events

Invest India conference on corporate venture funds

Women & Wealth Masterclass: Succession & Estate Planning

Our founder Suraj Malik, shared invaluable insights on Succession & Estate Planning during the Women & Wealth Masterclass, offering strategic guidance for ensuring a secure financial future.

TatXpo 2023

Suraj Malik, Founder & Managing Partner of Legacy Growth, delivered illuminating insights on reshaping the trade and economic collaboration between Australia and India, with a special emphasis on family offices.

Family Business: Bridging the Generational Gap (Global Family Enterprise Program)

Suraj Malik, Founder & Managing Partner of Legacy Growth, addressed the prevalent challenges encountered by the next generation in family businesses and offered valuable perspectives on bridging the generational gap at the Global Family Enterprise Program event.

Investment insights - Family offices (Code & Coffee)

Suraj Malik, Founder & Managing Partner of Legacy Growth, shared profound insights on Family Offices and innovative investment strategies at the I-deals Network event.

The A To Z of Angel Investing: Legal, Tax & Compliances

Suraj Malik, Founder & Managing Partner of Legacy Growth, imparted comprehensive knowledge on legal, tax, and compliance aspects in the realm of angel investing during the “A to Z of Angel Investing” event organized by I-Angels.

Webinar on Succession & Estate Planning

Suraj Malik, Founder & Managing Partner of Legacy Growth, shared invaluable insights on succession and estate planning in a thought-provoking online webinar

Exit Strategies Workshop for PE/VC/Startups by I-Deals Network

Suraj Malik, Founder & Managing Partner of Legacy Growth, shared expert insights on exit strategies in a workshop for PE/VC/startups organized by I-Deals Network.

Webinar on Legacy and Succession Planning for MSME Business Owners

Suraj Malik, Founder & Managing Partner of Legacy Growth, delved into crucial discussions on legacy and succession planning for MSME business owners in an insightful webinar.

Webinar on Succession Planning

Suraj Malik, Founder & Managing Partner of Legacy Growth, shared his expertise on succession planning in a webinar organized by Arihant Capital.

Succession Planning & Family Settlements for Business Houses by India Juris

In an event hosted by India Juris, Suraj Malik, Founder & Managing Partner of Legacy Growth, presented insightful discussions on succession planning and family settlements for business houses, contributing valuable expertise to navigate the complexities of these processes.

Webinar on Succession and Exit Strategy Planning For SMEs

Suraj Malik, Founder & Managing Partner of Legacy Growth, shared valuable insights in a webinar focused on Succession and Exit Strategy Planning for SMEs.

Succession Planning by Optimising Personal Tax Return Filing and Wills Plus Estate Planning

Suraj Malik, Founder & Managing Partner of Legacy Growth, provided strategic insights on optimizing personal tax return filing and wills, along with estate planning, in an insightful event focused on succession planning.

"Webinar on Post Pandemic Business Continuity and Succession Planning"

Suraj Malik, Founder & Managing Partner of Legacy Growth, addressed the vital topic of post-pandemic business continuity and succession planning in a webinar.

Succession Planning: A Guide to Structured Approach for Succession Through Generations

Suraj Malik, Founder and Managing Partner of Legacy Growth, spoke at an ICICI Bank webinar about Succession Planning, providing a comprehensive guide to a structured approach for seamless transitions across generations.

Succession and Exit Planning for Businesses and Families Organized by Infotech Software Dealers Association

Suraj Malik, Founder & Managing Partner of Legacy Growth, delved into effective strategies and real-world examples during the “Succession and Exit Planning for Businesses and Families” event organized by Infotech Software Dealers Association.

Legacy Growth Receives Best M&A Advisory Award

Legacy Growth was honored with the Best M&A Advisory Award for Multi-generational Family Offices in India at the M&A Conclave and Awards 2023.

Setting Up Family Offices Outside India Including Gift City

Suraj Malik, Founder & Managing Partner of Legacy Growth, joined by Saurabh Sharma, Co-Founder & Leader-Investment Funds, shared comprehensive insights on setting up family offices outside India, including GIFT City, at an event. Their expertise covered opportunities, processes, and essential dos and don’ts, providing a valuable guide for those venturing into establishing family offices beyond Indian borders.

Hustlers Meetup 3.0

Suraj Malik, Founder & Managing Partner of Legacy Growth, led an insightful discussion on succession planning at Hustlers Meetup 3.0.

Angels Investment Summit 2023 by I-Deals Network

Suraj Malik, Founder and Managing Partner of Legacy Growth, and Saurabh Sharma, Partner of Legacy Growth, shared profound insights on the intricacies of Angel Investing and beyond at the Angels Investment Summit 2023 organized by I-Deals Network.

Tax Aspects of Cross-border Transactions Workshop by VCCircle

Suraj Malik, Founder & Managing Partner of Legacy Growth, provided valuable perspectives on the commercial and tax impacts of Cross Border M&A and transactions at the VCCircle workshop on private equity and mergers and acquisitions.

How to Structure a VC Fund - Legal Point of View by Inc42 Media

Suraj Malik, Managing Partner of Legacy Growth, shared his expertise on structuring a VC fund during an Inc42 Media masterclass.

Setting Up PE/VC Fund in India & Gift by Venture Intelligence Conclave

Suraj Malik, Managing Partner of Legacy Growth, shared his expertise at the Venture Intelligence Conclave, offering insights into setting up PE/VC funds in India and GIFT City.

Webinar on Fund structuring and AIF

Legacy Growth’s Saurabh Sharma and Founder & Managing Partner, Suraj Malik, engaged in an insightful discussion on fund structuring and AIFs during the Monday NIRC Connect weekly webinar series for Chartered Accountants.

Masterclass on Startup Due Diligence

DCirrus, in collaboration with HSBC, conducted a Master Class on Startup Due Diligence, where our founder, Suraj Malik, shared his expertise on the entire due diligence process.

Legal, Compliances and Tax Pitfalls of Angel Investing by AngelX

Suraj Malik, Founder & Managing Partner of Legacy Growth, delved into the intricacies of legal, compliance, and tax pitfalls in angel investing during the ‘Ask Me Anything & Open Q&A’ session hosted by AngelX.

Learn Art of Angel Investing by I-Deals Network

Suraj Malik, Founder & Managing Partner of Legacy Growth, along with Saurabh Sharma, Partner of Legacy Growth, shared their expertise on the art of angel investing in a free workshop titled “Learn Art of Angel Investing” organized by I-Deals Network.

Canvassing Your Market Workshop

Suraj Malik, Founder & Managing Partner of Legacy Growth, imparts expertise in market research and business canvas modeling, guiding participants on uncovering valuable insights, developing winning strategies, and creating a roadmap to success in the hands-on workshop titled “Canvassing Your Market.”

Negotiation and Structuring of M&A and PE Deals

Suraj Malik, Founder & Managing Partner of Legacy Growth, showcased his expertise in a hands-on workshop focusing on the negotiation and structuring of M&A and PE deals.

Legal Structures, Taxation and Compliances of Setting Up AIFs in India by Inc42

In the 2nd week of CapitalX, Suraj Malik, Founder & Managing Partner of Legacy Growth, joined by Saurabh Sharma, Partner of Legacy Growth, conducted a comprehensive exploration into the legal structures, taxation, and compliance involved in setting up AIFs (Alternative Investment Funds) in India.

Fundea of Funding: How to Raise Funds from VCS/PES/Family Offices By IIT Delhi

At the BECon’23 event organized by IIT Delhi, Suraj Malik, Founder & Managing Partner of Legacy Growth, highlighted crucial insights into the key areas of raising funds from Family Offices, offering strategic guidance for attendees navigating the fundraising landscape.

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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