A Boutique Wealth Advisory Firm Specializing In Providing Tailor – Made Solutions To The Discerning Across Spectrum Of Services.
We believe in adding value through the financial journey of our elite partners and continuously work towards empowering them with cutting edge market insights, to demystify the complex market in simplified manner.
Our product offerings ranges from family trust and succession planning, portfolio diagnostic and balancing, alignment to the risk-return profile, unlocking real value of various asset classes – Equity, Mutual Funds, Portfolio Management Services, Alternate Investment Funds, Structured products, Real estate, Stressed Assets, Corporate Advisory, CFO Advisory, Private Equity and Startups to name few. We are continuously on the look out for the emerging trends and themes in the market to get our clients access to the best in class products and teams.
We are Fintrust Advisors – Where Finance Meets Trust
Investment Advisory Services
- Analyzing investment portfolio and risk assessment
- Drafting & executing investment policy statement (IPS)
- Construct optimal portfolio utilizing best-in-breed fund manager across the entire spectrum of asset classes
- Setting performance metrics and risk measurement for investment portfolios
- Regular portfolio review and recommending course correction
Real Estate Advisory
- Portfolio evaluation and assessment
- Transaction advisory – Debt, Equity and other structures
- Commercial leasing and Investment sales
- Asset acquisition and disposition
- Strategic consulting and Feasibility study
- Fund Raising: Assisting in raising Debt and Equity
- Mergers and Acquisitions: Facilitating joint ventures & strategic alliances for entry into new markets, product lines or promoter level exits.
- Asset Disposals: Facilitating asset restructuring and promoter exits
Trust And Succession Planning
- Assessing the current family structure and ownership of assets
- Understanding the requirement and recommending suitable trust structures
- Formation of family trust and orderly inter-generational transfer of assets
- Ring-fencing off family assets
Corporate Treasury Services
- Expertise in managing large corporate treasury mandates
- Maximizing returns without compromising on liquidity requirements
- Designing client specific debt structures
- Helping clients invest in wholesale debt
Corporate General Insurance
- Gap analysis to identify any areas where an entity may be under-insured
- Assist the client in understanding various options and represent client’s interest while negotiating with insurers
- Secure competitive quotes and placing of policies
- Timely claims handling and claim disbursement
- In-depth risk assessment study of the current policies.
CFO Advisory Services
- Accounting Consulting: Compliance assessments, Defining SOPs and Best practices.
- Financial Consulting: Redefining the legal and organizational structure as a means towards the short term and long term organizational goals.
- Business Intelligence and Analytics: Performance bench marking with industry standards, identify trends for course correction.
Business Advisory Services
- Opportunity Mapping: Perform a current state analysis and evolve a desired future state for the organization
- Financial Modeling: Capturing the past & extrapolating the future financial performance of the enterprise
- Preparing Information Memorandums: Demonstrating the value and growth opportunity to potential investors
- Commercial Due Diligence: Hand holding the client’s team during the due diligence phase
Meet Our Team
15+ years of experience
-Proven expertise in wealth advisory and trust and succession planning
-Trusted advisor to over 10 business families
-Have advised over USD 100mn assets across private wealth spectrum
-Previously worked in CII, ICICI Bank – Private Banking, Religare Macquarie Private Wealth, Motilal Oswal Private Wealth, ING Private Banking
MBA in finance
15+ years of experience
Expertise at corporate treasury, general insurance and wealth management
Handled large treasury mandates
Managed assets of over usd 200 mn across various asset classes
Previously worked in ICICI Bank, Aditya Birla Money And Motilal Oswal Private Wealth In The Corporate And Wealth Advisory Domain
MBA in finance & marketing
15+ years of experience
Expertise on advisory, real estate, management consulting, strategic advisory, valuation, start up mentoring, board advisor Managed over 1500 ratings, advisory, valuation in the real estate domain
Member of royal institute of chartered surveyors
Previously Headed Business Units At Proptiger-housing.Com, Crisil Ltd And Cushman & Wakefield Alumni – IBS, ICFAI
16+ years of experience Proven expertise in wealth advisory and trust and succession planning. Have handled large business families in the past. Have advised over USD 100mn assets across private wealth spectrum. Previously worked in Aviva Life Insurance, Standard Chartered Bank, ICICI private wealth management., Motilal Oswal Private Wealth MBA in Marketing Practicing Lawyer in the past
15+ years of experience Strong focus on CFO advisory services and scale up strategy. Significant experience in M&A, fundraising, as well as management and growth advisory. Previously worked in Ernst & Young, Moody’s Analytics and Barclays Capital, Singapore. Certified Public Accountant Chartered Accountant
16+ years of experience Worked on Projects/ investment transactions worth more than USD 1 Bn. Focus on cross functional areas like strategy planning, M&A, market studies, fundraising & commercial due diligence. Previously a founding member and head of Strategy & Development for Alexandria Real Estate Equities – India. Alumni – IBS, ICFAI
15+ years of experience Focus on M&A and fundraising Financial modeling expert Previously was a senior professional of Alexandria Real Estate Equities – India and directed 10 SPVs Chartered Accountant Chartered Alternative Investment Analyst (CIAI) Executive Board Member of CIAI India Chapter
Girish is a seasoned finance professional with 18 yrs work experience in various capacities in banking and wealth management. He specializes in creating customized and holistic financial strategy for investors. He has well rounded knowledge on various facets of wealth management, asset allocation strategies, products and legacy planning. He was earlier associated with Citibank, HSBC & ICICI Bank in various capacities. He started his entrepreneurial journey in 2015 and co-founded a wealth management outfit. Girish is a MBA from ICFAI, Hyderabad. He likes to travel, listen to instrumental music and read books in his free time.