You Built It. Now Protect It.
Your personal wealth grows alongside your business. We help founders build an investment strategy that structures surplus cash, equity wealth, liquidity events, and long-term financial planning into a single coherent plan.
The questions founders ask us.
“I'm closing a funding round and receiving a large payout. What's the smartest way to manage it?”
A sudden liquidity event brings real decisions around taxes, diversification, and deployment timing. We help you structure the capital through staggered STP, PMS allocation, and fixed income parking to avoid lump-sum timing risk while keeping it working.
“90% of my net worth is in my company. If the company stalls, I lose everything.”
We help founders build a diversified personal portfolio that reduces dependence on a single asset, typically structured over 24–36 months to avoid disrupting business operations.
“Between ESOPs, startup equity, and personal investments, everything feels scattered.”
We bring together your investments, equity holdings, and financial obligations into a clear wealth framework, giving you a complete picture before building a structured plan.
Building personal wealth beyond the business
Liquidity Event Planning
Plan for funding rounds, stake sales, ESOP payouts, and business exits through pre-sale structuring, capital gains minimisation, and a clear post-close deployment strategy.
Diversifying Personal Wealth
Reduce dependence on a single business by systematically building a diversified investment portfolio over 24–36 months, without disrupting business operations.
ESOP & Equity Planning
Navigate vesting schedules, exercise timing, and post-exercise deployment of proceeds, coordinated with your CA for tax efficiency.
Personal Financial Runway
Build a liquid, low-risk reserve to fund 3–5 years of personal expenses, giving you the flexibility to make bold business decisions without personal financial pressure.
Global Investment Opportunities
Access international investments across markets, currencies, and asset classes through GIFT City funds, international ETFs, and currency hedging strategies, where relevant to your goals.
Start with a Founder Wealth Review
Tell us where you are in your entrepreneurial journey, and we'll help you understand what a structured wealth plan could look like from here.