Private Client Advisory

Private Client Advisory

We harness our extensive professional expertise, robust experience, and expansive network to serve as the ideal advisors dedicated to maximizing our clients’ wealth. Our multi-faceted proficiency in delivering comprehensive advisory support ensures a seamless journey through navigating private equity investment avenues and, thereby, portfolio maximization for celebrity and high-net-worth individual (HNI) clients.

We offer end-to-end assistance in managing investments in emerging startups and fostering long-term wealth creation for our clients. Our dedicated team provides support at every stage, from identifying eligible investment opportunities to providing transaction advisory and handholding throughout the execution. Additionally, we offer review services for existing portfolio companies, identifying potential exits and underperforming investments to optimize our clients’ portfolios. Our service suite includes:

Deal Sourcing

  • We identify the right opportunities for financial investment and engage in a thorough process to filter optimal deals for our clients.
  • Our evaluation criteria rigorously assesses the viability of each opportunity, prioritizing those with the potential for significant long-term returns. This process is specifically tailored to the risk appetite of our client.

Brand Deal Sourcing

  • We source lucrative brand endorsement opportunities comprising both cash remuneration and equity ownership structures, tailored to the preferences of our clients, thereby generating additional revenue streams.
  • Our dedicated efforts ensure alignment with client objectives while maximizing the potential for mutually beneficial partnerships.

Transaction Support & Document Review

  • We provide expert advice at each phase of the investment process and ensure optimum investor protection to the client.
  • We also engage in a thorough examination of key legal agreements, along with contract negotiation, to ensure our client’s interests are protected. We provide insightful analysis and proactive recommendations to ensure commercial and strategic alignment. By identifying potential risks and opportunities, we empower our clients to make informed decisions.

Portfolio Review

  • We monitor the investee companies at regular intervals to track their performance and promptly detect any negative indicators.
  • This proactive approach is instrumental in safeguarding the health and stability of our investments.

Exit Facilitation

  • We employ keen market insights to assist in the complexities of divestment. Our discerning approach involves pinpointing optimal portfolio investments for exit.
  • Leveraging our expansive network, we facilitate strategic matches with appropriate buyers, orchestrating the seamless realization of gains at precisely the right moment.

Business Plan Development – Ideation to Execution

  • We empower our clients to launch their own business ventures – all the way from ideation, business planning to aiding in execution. Our strategic approach maximizes their brand value, fostering long-term gains and value creation.
  • We provide continuous monitoring to ensure sustained growth and alignment with the client’s long-term vision.

Explore Other KNAV India Practice

How is KNAV delivering Above & Beyond?

We offer strategic pathways for navigating private equity investments, particularly for celebrities and high-net-worth individuals (HNIs), to ensure their portfolio flourishes.

Have Questions?

We would love to answer them all