Legacy Growth

New opportunities await in the new year We are expanding our team across multiple levels and locations in our core practice areas 1. Family Office & Succession Planning 2. Growth, investments and M&A deal structuring 3. AIF Funds & Offshore structuring For more details, please see our website www.legacygrowth.com Ankur Pahuja Anant Jain Saurabh Sharma Shveta K. Rupali Ashar

Exclusive Insights from Tej Kapoor: What Will Attract Investors in 2025? Join us for a power-packed session with Tej Kapoor as he shares invaluable insights on: ✅ Key metrics to prioritize for growth ✅ Strategies to secure growth funding ✅ Building high-performance teams ✅ Crafting a compelling long-term vision 📅 Date: January 18th, 2025 This invite-only mixer brings together growth-stage startup founders for an afternoon of networking and knowledge-sharing. Don’t miss the opportunity to gain actionable insights and connect with like-minded leaders shaping the future of innovation! Apply for an invite: https://lu.ma/7mui37ac Legacy Growth | TrustSignal.io | Suraj Malik | Jigar Singh Rathore | Amar Dixit | Jafar Khan | Collative | Proost Beer (Grano69 Beverages) #StartupGrowth #InvestorInsights #GrowthFunding #StartupFounders #NetworkingOpportunity

Join us at Build & Beyond, an exclusive invite-only mixer for growth-stage startup founders. Gain valuable insights on Growth Funding, Market Expansion, Building High-Performance Teams, Long-Term Vision, and Exit Strategies from seasoned founders and investors who have been there and done that. 📅 18th January 2025 |📍 South Delhi Secure your invite: https://lu.ma/7mui37ac Spots are very limited—hope to see you there!

Conversations that ignite your mind and stay with you for a lifetime! Such a pleasure to be part Ignition by Shoma Chaudhury and witness her unique style of indulging in thought-provoking interactions with celebrities From hearing the family man #ManojBajpayee life story of struggles and determination, to raw and real facts on how important family support and food we eat by chef Suvir Saran alongside fascinating facts on Gods, Guns and Missionaries shaping of modern Hindu identity by Manu S Pillai it was a super treat for the entire audience Thank you Taruna Ummatt and the team for all bringing Legacy Growth family, friends, clients and wellwishers to this amazing platform and look forward to the next event! Shveta K. Anant Jain Amar Dixit Saurabh Sharma Monika Wadhwa Jeyadev Parthasarathy Ankur Pahuja Avneesh Sangwan Gurpreet Singh Malti Gidwani Rupali Ashar

We are delighted to welcome Shveta K. as our new Partner at Legacy Growth With over two decades of experience in corporate restructuring, M&A, fundraising, and investment structuring, Shveta has worked with leading consulting firms, including PwC, BMR Advisors, and EY. She last served as a Partner with EY and has now decided to embark on her entrepreneurial journey with Legacy Growth Shveta brings diversity and unique strength to our firm with her dedicated focus on growth initiatives. She also champions social impact investing, blended financing, and ESG, further strengthening our commitment to delivering sustainable solutions for family offices, private clients, and entrepreneurial ventures. #WelcomeToTheTeam #legacygrowth #familyoffice #familybusiness #team #MergersAndAcquisitions #SocialImpactInvesting #PrivateClients #CorporateRestructuring Suraj Malik Anant Jain Ankur Pahuja Saurabh Sharma Rupali Ashar Monika Wadhwa Gurpreet Singh Avneesh Sangwan Malti Gidwani Arvind Singh

Legacy Growth has the privilege of collaborating with the O.P. Jindal Global University (JGU) Family Business Centre and IDEATE Lab in the inaugural session of the Family Business Summit and many more to come! It was the vision of Pavan (Tejpavan) Gandhok and Priyatej Kotipalli to put together a platform for #familybusiness owners to share experiences, discuss common issues and how best to deal with it, accept that most challenges are common in family owned structures and share experience to grow inspite these challenges Some very interesting insights were provided by Munish Randev on role and structure of family office. The extremely candid rapid fire conversation that I got to have with Dhruv Singh and his dad Mr Gurdeep Singh revealed that the issues around business diversification, control, decision making, growth and conflict management can all be successfully managed by good communication and governance protocols coupled with ownership alignment structures such as family trusts. It a great way in which they ensure Chelvies Coffee and Kake Di Hatti® co-exist and grow to build a legacy. Special thanks to Angad Rajain, Aseem Dosaj for their candid insights in how their family cope with success, transition and governance. The keynote by Philippe J. Weil was the most remarkable one, comprehensively covering issues and challenges that family business owners face with real life case studies and practical solutions. Anant Jain Rupali Ashar Ankur Pahuja Shveta K. Avneesh Sangwan Monika Wadhwa Gurpreet Singh Saurabh Sharma Gurpreet Singh Malti Gidwani Jeyadev Parthasarathy

Investing in cross-border funds as a Resident Indian requires careful scrutiny, particularly regarding its permissibility under FEMA (Foreign Exchange Management Act). Additionally, it is essential to evaluate the global tax efficiency of returns, as well as compliance with both local and international regulations. A fundamental principle to bear in mind is that actions not explicitly permitted under FEMA cannot be undertaken indirectly either. While cross-border fund investments—commonly referred to as "Structured Products"—may appear attractive, their allure can quickly diminish if they draw the attention of enforcement agencies such as the ED (Enforcement Directorate) or tax authorities. Such scrutiny may lead to unwelcome investigations and potential penalties, making it imperative to approach these opportunities with caution and thorough due diligence. https://lnkd.in/dV8fFFDa #ResidentIndians #Crossborderfundinvestments #FEMA #Crossborderincometax #Privateclientservices Legacy Growth

The Family Business Centre at IDEATE Lab, Jindal Global University, in collaboration with Legacy Growth and PJWeil Ltd., will be hosting the Family Business Summit 2024 on November 17, 2024. This summit will serve as a strategic platform for family business leaders to connect, share insights, and explore approaches for sustainable growth and intergenerational success. We look forward to insightful discussions with leading family businesses. Participation in this event is by invitation only. Suraj Malik Philippe J. Weil Pavan (Tejpavan) Gandhok Aseem Dosaj Munish Randev Vasudev Rakesh Garg Angad Rajain Dhruv Singh #FamilyBusinessSummit2024 #FamilyBusiness #Leadership #Legacy #Growth #StrategicGrowth #GenerationalSuccess #Insights #IndianFamilyBusinesses #LeadershipSummit #LegacyGrowth #JindalGlobalUniversity

Traditional attire is not just about celebrations, it's a way to acknowledge our Legacy. Wishing everyone a Happy Diwali from all of us at Legacy Growth. Suraj Malik Anant Jain Ankur Pahuja Saurabh Sharma Gurpreet Singh Rupali Ashar Avneesh Sangwan Monika Wadhwa Malti Gidwani Arvind Singh Moksh Juneja

An improv startup pitch? 😄 Watch this fun segment from our podcast episode, wherein Suraj Malik Saurabh Drolia & Karann Mittal help Nehal Gupta refine her business pitch through an exciting game of 'Fortunately-Unfortunately.' Each person builds on the previous statement, creating an exciting chain of possibilities! Episode is now live on our YouTube channel 🎙️ Watch here: https://lnkd.in/eJp9ezuW Carnaama with Chetan Bhatia - An Honest Podcast by Honest Create VC+Founder Podcast to bring perspectives from both sides while giving a slice of their personal lives🤙 Legacy Growth Moxie Capital Ev2 Ventures Accelerated Money 4 U Accelerated Money For U (AMU)