Quiet outcomes, written down.
A small selection of recent engagements. Names, cities and figures are altered or generalised — the discipline, however, is not.
Recovering ₹38 L of rental leakage across three cities.
A London-based family discovered nearly four years of underreported and missed rent across three properties managed by relatives.
The family had owned three properties in India for the better part of two decades. A flat in Bandra, a townhouse in Pune, and a holiday apartment in North Goa — each leased, each generating rent, each managed by a different relative who, over the years, had drifted from custodian to intermediary to, in two cases, intermediary in name only.
Twelve advisors, one consolidated view.
A first-generation NRI family's India portfolio was split across twelve unrelated relationships — each charging fees, none accountable.
The principal had moved to New York in the late 1990s, built a career in technology, and remained — over twenty-five years — quietly disciplined about sending money home. Each year, when he visited Bengaluru, a new fixed deposit was opened, a new mutual fund was bought, occasionally a new PMS mandate was signed, almost always on the recommendation of a relative, a former colleague, or the relationship manager at whichever bank he happened to walk into.
Cross-border continuity for a three-generation household.
A founder family with assets in Singapore, the UK and India needed a single succession structure that travelled with them.
The family at the centre of this engagement is a founder household in the truest sense. The patriarch had built and exited a manufacturing business in the late 2000s. The two adult children, by the time we met them, had built their own lives — the daughter a partner at a Singapore law firm, the son a venture investor based in London, with two young children attending school in each city respectively. The matriarch, in her seventies, had remained the principal point of contact for the India-based assets throughout.
Oversight of a Goa villa from 7,000 miles away.
A tech-founder family had bought a Goa villa during the pandemic and not visited in two years. They feared what they'd find.
The family had bought the villa in late 2020, during a period in which a great many NRI families bought property in Goa, for reasons that ranged from genuine intention to use it, to a quietly held belief that being unable to fly home for eighteen months had revealed a gap in the family's footprint. The villa, in Assagao, was purchased through a vetted developer, registered cleanly, and then — as is the pattern with second homes purchased in unusual times — visited exactly once, in the six months following completion.
We don't publish our clients. We publish our discipline.
Detailed engagement letters and references are shared privately, under NDA, once a relationship has begun.