Key Services
With pan India presence, we strategically focus on transactions including M&A advisory, restructuring, mergers, demergers, divestments, inbound and outbound investment advisory and post deal support. Our cutting-edge knowledge of SEBI, FEMA, Companies Act, Stamp Duty and other tax & regulatory laws, coupled with deep understanding of business and our vast experience of working across the transactional topography helps clients take informed decisions which stand through the test of time.
Planning succession of wealth ownership and management, Trust, Wills, Family Office management etc. is another focus area of the firm.
Family Office
The family office landscape has significantly evolved over last few decades. Earlier the CFO of flagship business was also responsible to manage promoter wealth and promoter entities. However, with the ever-changing tax and regulatory landscape, newer opportunities and complex financial products being developed for High Net-worth individuals, the need for a dedicated family office has emerged.
While majority of professional firms rendering service to a Family Office have background of Investment Banking or wealth management, at Transaction square we believe that promoters need a non-conflicted trusted advisor, who in a true sense can act as CFO for the family and partner with them always keeping the interest of promoter first.
Family Office
The family office landscape has significantly evolved over last few decades. Earlier the CFO of flagship business was also responsible to manage promoter wealth and promoter entities. However, with the ever-changing tax and regulatory landscape, newer opportunities and complex financial products being developed for High Net-worth individuals, the need for a dedicated family office has emerged.
While majority of professional firms rendering service to a Family Office have background of Investment Banking or wealth management, at Transaction square we believe that promoters need a non-conflicted trusted advisor, who in a true sense can act as CFO for the family and partner with them always keeping the interest of promoter first.
Value Proposition
We build Trust in every Relationship
Core Values
