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 format

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