Project & Engagement Management
• Scope, plan, and resource engagements from the outset, defining deliverables, milestones, team
composition, and fee structures in alignment with client expectations and firm economics
• Manage multiple simultaneous engagements across different clients and matter types, prioritizing
effectively under time pressure and ensuring no client is underserved
• Establish and enforce quality control protocols across all client deliverables, conduct technical reviews,
ensuring consistency with firm positions, and managing risk on complex advisory matters
• Monitor and manage engagement economics, including fee realization, WIP, billing timeliness, and
profitability, taking corrective action where required
• Coordinate effectively with internal stakeholders (tax tech, legal, compliance, finance) and external
advisors (counsel, fund administrators, custodians, auditors) to ensure smooth execution of complex,
multi-party mandates
• Maintain documentation discipline ensuring matter files, advice trails, conflict checks, and engagement




letters are current and compliant with firm risk management protocols

Technical Advisors & Engagement Delivery
• Lead end-to-end advisory on fund structuring for AIFs (Category I, II & III), REITs, InvITs, and offshore fund vehicles including Mauritius, Singapore, GIFT City / IFSC, and Cayman structures
• Advise fund managers, LPs, and co-investors on tax-efficient entry and exit strategies, including capital
gains characterization, treaty eligibility, Limitation of Perks (LOB) provisions, Principal Purpose Test
(PPT), and GAAR applicability
• Provide comprehensive advisory on pass-through taxation of AIFs, carry and management fee structuring,waterfall mechanisms, and tax treatment at the investor level including FPIs, resident and non-resident investors
• Counsel clients on the full spectrum of SEBI AIF Regulations, SEBI (Portfolio Managers) Regulations, FPI regime, FEMA, and RBI provisions relevant to fund for

📌 Associate Partner – M&A (Bengaluru)
🏢 SyncUp
📍 Bengaluru