Established 1987 · India

Preserving Wealth
Across Every
Generation

Integrated wealth management, audit and assurance, and strategic tax advisory — designed for families, founders, and institutions who demand precision.

Assets Under Advisory ₹800 Cr Across 60+ client families
Client Retention 97% Over a 10-year rolling average
Years of Practice 40+ Continuously serving since 1987
Wealth Management Tax Advisory Estate Planning Audit & Assurance Corporate Finance Family Office Services Private Client Advisory Cross-Border Taxation Succession Planning Wealth Management Tax Advisory Estate Planning Audit & Assurance Corporate Finance Family Office Services Private Client Advisory Cross-Border Taxation Succession Planning
What We Do

A Full Spectrum of
Financial Expertise

We deliver coordinated counsel across wealth management, taxation, and audit — so every decision is considered holistically, not in isolation. Our integrated model means your advisors speak to each other, not past each other.

01
Wealth Management

Bespoke portfolio construction and investment advisory aligned to your risk tolerance, time horizon, and multi-generational goals. Actively monitored, never templated.

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02
Tax Advisory

Personal, corporate, and cross-border tax strategy that legally minimises liability while ensuring full compliance with Indian and international tax obligations.

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03
Audit & Assurance

Independent, rigorous financial statement audits and reviews — delivering credibility to lenders, investors, and regulators. Our assurance work closes with zero surprises.

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04
Estate & Succession

Thoughtful structuring of wills, trusts, and holding companies to protect and transfer wealth with minimal tax friction and maximum clarity across generations.

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05
Family Office Services

Consolidated reporting, governance frameworks, and coordinated advisory for ultra-high-net-worth families seeking a single point of accountability across all holdings.

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06
Corporate Finance

Financial due diligence, transaction structuring, and M&A advisory for private companies. We bring institutional-grade rigour to middle-market deals.

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Our Philosophy

Counsel Built on
Conviction

"We believe that exceptional advisory is not about recommending products — it is about developing a deep understanding of your financial life and then building structures that will outlast any market cycle, any government, and any generation."

— CA Mahendra Nath, Founding Partner
60+
Client Families & Institutions
2
Founding Partners, CA
40yr
Continuous Practice in India
₹800 Cr
Total Assets Under Advisory
Our People

The Principals

Mahendra Nath, CA — Founding Partner
Mahendra Nath, CA
Founding Partner
Nikhil Tandon, CA — Founding Partner
Nikhil Tandon, CA
Founding Partner
How We Work

Our Engagement Process

I
Discovery

A thorough intake across your complete financial picture — assets, obligations, goals, family structure, and risk profile.

II
Strategy Design

Our partners convene across disciplines to design a coordinated plan. Nothing is siloed. Everything connects.

III
Implementation

We execute with precision — establishing structures, filing documents, and deploying capital according to the approved strategy.

IV
Ongoing Advisory

Quarterly reviews, annual tax planning, and proactive outreach when regulatory or market changes affect your position.

Get in Touch

Begin a Private
Conversation

Initial consultations are private, complimentary, and without obligation. We work with a limited number of new clients each year to ensure the standard of service our existing clients expect.

India Office R-188, Greater Kailash, New Delhi – 110048
Telephone +91 93362 13167
Secure Email mnathknp@yahoo.co.in