A liquidity event changes everything. The window to minimise taxes, diversify concentration risk, and build a real wealth plan is narrow — and the stakes are too high for generic advice.
“"I'm closing a funding round and getting secondary liquidity. What do I do with ₹5Cr overnight?"”
We deploy liquidity events strategically — staggered STP, PMS allocation, and fixed income parking to avoid lump-sum timing risk while keeping capital working.
“"90% of my net worth is in my company. If the company stalls, I lose everything."”
We specialise in diversifying founder concentration risk — building a resilient personal portfolio independent of business performance over 24–36 months.
“"I have ESOPs from my previous startup, a new venture, and personal savings all tangled up."”
We untangle the complexity — mapping every asset, obligation, and tax position before building a clean, structured personal wealth plan.
Pre-sale structuring, capital gains minimisation, and immediate post-close deployment strategy for secondary sales, acquisitions, and IPOs.
Systematic diversification away from founder equity — building a separate personal wealth base over time without disrupting the business.
Vested ESOPs, exercise timing, and post-exercise deployment — coordinated with your CA for maximum tax efficiency.
A liquid, low-risk reserve structured to fund 3–5 years of personal expenses — giving you the freedom to make bold business decisions.
GIFT City funds, international ETFs, and currency hedging strategies for founders with global ambitions or NRI considerations.
Tell us where you are in the founder journey — we'll give you a clear picture of what your wealth plan should look like from today.