I had a chance to spend some time with my founder friends, Gaurav Rana and Shivangee Sharma of Yatrikart on a recent visit to Indore. On a cloudy day, Gaurav and Shivangee warmly came to my hotel. Their enthusiasm was palpable as they took me on a tour of their warehouse, office, and transit store. […]
I had an insightful philosophical and strategic session with my founder dosts, Utkarsh Singh 🇮🇳 and Vikrant Singh of BatX Energies. Our freewheeling discussions on short-term goals led to key takeaways some of which are as follows:Non Dilutive Cash FlowEnsure there is enough focus on securing non-dilutive funding to support company growth without equity dilution. […]
Over the years, the question of what an advisor’s role should be in a family office has come up multiple times, especially with more families—both large and small—expressing interest in setting up family offices. It’s important to clarify that when I refer to an advisor here, I mean an individual rather than an institutional advisor. […]
The terms family office and investment office are often used interchangeably. However, in this context, we are focusing primarily on wealth and investment management, which I believe is an immediate and pressing need for families, particularly given the significant wealth creation over the last decade. The framework for an investment office can vary from highly […]
Before delving into the rationale for running an Investment office as a business, it’s essential to consider the depth of my experience with some of India’s large business families. My experience has been predominantly with North Indian families, but I believe that the principles and philosophies governing family offices are universally applicable across different regions […]
A family office is a specialized entity created to manage the diverse needs of high-net-worth families, combining financial, operational, and strategic oversight. Based on my learnings, the family office document should be designed with the flexibility to evolve as the family’s goals and the environment change. Each family is unique, so their family office needs […]
At the outset I want to thank my founder friend, Rohit Gajbhiye for giving me the opportunity to be a part of the launch of Leo1 -Mastercard. I was able to have a one on one with the man himself Rohit Sharma and Rohit Gajbhiye who introduced me as someone who is deeply engaged in promoting […]
I’d like to dedicate this post in congratulating my daughter and partner, Ishani on being named amongst the 41 women torchbearers of India’s start-up investment space by Inc42. It is an extremely proud moment for me as Ishani being amongst the youngest on the list is listed along side some of the leading investors. She […]
As we step into 2024, I’d like to take a moment to reflect on our personal balance sheet. It is therefore important to assess our tangible and intangible assets, liabilities and reserves. In my personal view, the asset side should start with: On the other hand the liabilities could be as under: Financial Debt I […]
I believe the key question that needs to be addressed for value creation is how do we set aspirational goals and meet the expectations of our investors, stakeholders and ensure no negative surprises? I am highlighting below the framework for aligning company’s aspirational goals to KRAs with a focus on value creation. 1. Process 2. […]