Atul Pradhan

Organizational Transformation

Atul brings more than 30 years of professional experience. He has helped family businesses build management competence by imparting leadership skills and improving their corporate governance standards.

Atul has served as a Managing Partner at KPMG Consulting India and as a Senior Managing Consultant with Nolan, Norton & Co, the strategy arm of KPMG Consulting in UK/Europe. He is also an independent Director on the board of Camlin Fine Sciences Limited and a Nominee Director for FMO, the Entrepreneurial Development Bank of the Netherlands.

Deep Kantawala

Investment Banking

Deep is a qualified Chartered Accountant and an eminent member of Royal Institute of Chartered Surveyors, United Kingdom. He has also completed a certification course on businesses in emerging economies from the Harvard Business School.  He is a senior finance professionals with career spanning over 2 decades across infrastructure, financial services and real estate sector. He has strong experience of setting up and overseeing businesses, managing stakeholders including international partners and handling corporate risk/ legal affairs.

Dinesh Tiwari

Private Equity & Strategy

Dinesh is an MBA (IIM-B) and a private equity professional with over 25 years of experience. He has been the founding member of 3 early-stage private equity franchises and has worked with established funds like Actis and ICICI Venture and JP Morgan.row and Best Debt Fund House by CNBC TV18 CRISIL in 2010.

Kannan R

Capital Markets & Family Business Advisor

Kannan advises promoters and their families on all aspects of family and business governance and business strategy. He is a Chartered Accountant with more than 40 years of experience in credit, corporate and merchant banking, treasury and corporate finance and he also serves on the Board and Executive Committees of a number of listed & unlisted family businesses.

Mita Dixit

Family Constitution & Conflict Management

Dr. Mita specializes in guiding and facilitating owner-promoter families to create a unified vision, align individual aspirations with business goals, bring role clarity, plan succession, and develop family governance – policies and Constitution.

She was the Head–Research and Consultancy for the Centre for family managed business at SPJIMR, a leading Business school in Mumbai and she led the Executive Education programs for owner-promoters, leaders, and women directors of family businesses.

Prakash Shah

Joint Venture & Foreign Collaborations

Prakash Shah is a chartered accountant and holds a degree in law. He has over 19 years of experience in corporate tax advisory, litigation, international tax matters, mergers &  acquisitions and regulatory matters. Prakash has also co-authored a book titled “Joint Ventures and Foreign Collaborations” published by the Chambers of Income-tax Consultants.

Ravi Dole

Business Development & Client Relationships

An experienced Chartered Accountant in the areas of Management Consulting, Corporate Finance and Estate Planning.

Ravi has worked with A F Ferguson & Co. (Management Consulting Division), Coopers & Lybrand (now part of PwC), Commerzbank, AG, IndAsia Fund Advisors and with CC Chokshi Advisors. He is also on the Board of Indian subsidiaries of a number of European companies.

Shailendra Dubey

Wealth Management & Estate Planning

Shailendra is a Chartered Trust and Estate Planner (CTEP) and holds a Bachelor of Business Administration. He has over 15 years of experience across estate planning, private banking, portfolio management services (PMS), depository services & mutual fund distribution and is well-versed with understanding of family office services.

Umesh Biyani

Financial Restructuring & Distressed Assets

Umesh has advised and assisted corporates in stress for turnarounds and financial and operational restructuring. He has led and undertaken financial restructuring for aggregate debt of over Rs. 1,200 crore across diverse sectors and has also managed day-to-day operations ofcompanies for successful resolution.

Umesh has previously worked with Deloitte India, Arcil, International Asset Reconstruction Company Private Limited, Avendus Capital, BDO India and SREI.

Vikas Agarwal

Debt Syndication

A qualified Chartered Accountant with an experience in debt fund raising and financial management, Vikas has worked as CFO of large NBFC for 12 years and has good experience in structure debt fund raising and NCD placements. He has raised funds of over Rs. 1000 cr for clients through bank finance, structured debt, NCDs and more financial instruments.


B&B Analytics, Switzerland
With offices in Switzerland, UK, and India- B&B Analytics as a strategic advisor to family offices. It blends services and technology to offer customized solutions for catering to the entire value chain of their needs. They facilitate transparency on total wealth, by dynamically valuing non-bankable investments and enable investment decisions within a risk-driven framework to deliver an effective alignment with strategic goals of end clients.

Christensen Inc.
Headquartered in Scottsdale, Arizona, Christensen operates in the US, China, Hong Kong, and India, serving clients in all industries across a range of skill sets. It uses its extensive networks with investors and the financial media to support clients and all their global