PRIVATE WEALTH ENGAGEMENTS

Panorm One Holdings works with private family offices and high-net-worth investors to support strategic capital deployment, investment structuring, and long-term wealth planning. Our advisory approach focuses on aligning investment opportunities with the broader objectives of families managing diversified holdings across public markets, private investments and real assets.

We assist family offices in evaluating investment opportunities, structuring capital placements, assessing asset acquisitions, and establishing governance frameworks for multi-generational wealth management. Through a network of financial, legal, and industry relationships, the firm provides strategic insights that support disciplined capital allocation and long-term value creation.

Our engagements include portfolio allocation advisory, private market investments, distressed asset opportunities, succession planning, and structuring of family holdings to support long-term capital preservation and growth.

Key advisory engagements included:

• Capital Placement: Advised on deployment of undeployed capital across private equity funds, mutual funds, and fixed income instruments, supporting investment placements exceeding ₹50 crore.  

• Portfolio Allocation Advisory: Provided strategic guidance on allocation of family office capital across multiple asset classes and investment opportunities. 

• Distressed Asset Acquisition: Advised on acquisition of logistics warehouse assets through bank auction processes, enabling acquisition at valuations below prevailing market levels.  

• Legacy & Succession Planning: Conducted strategic assessment of group investment holdings and assets to support legacy planning during promoter transition and retirement.  

• Asset Valuation & Investment Review: Undertook internal valuation and review of group investment holdings to support strategic portfolio decision-making. 

 Key advisory engagements included:

• Group Structuring & Holding Architecture: Advised on restructuring family holdings and subsidiary entities to establish a streamlined corporate hierarchy aligned with long-term governance and operational management.

• Tax Optimization Advisory: Structured group-level entity arrangements to optimize tax efficiency across operating companies and investment holdings.

• Buy-Side Acquisition – Healthcare Technology: Advised on acquisition of a digital hospital and clinic management software company, including seller due diligence, valuation negotiation, and structuring of the buy-out transaction. The engagement also included post-acquisition transition support for integration and continuity of client operations.

• Buy-Side Acquisition – Enterprise CRM Technology: Advised on acquisition of a CRM software company to support internal sales management and operational integration within the family office’s technology ecosystem.

• Post-Acquisition Integration Advisory: Assisted with operational transition and integration of acquired technology platforms into the group’s existing business framework.