Structure private asset holdings to optimize after-tax investment yields
Investment and Portfolio Structuring is the process of selecting tax-efficient holding vehicles (like AIFs, mutual fund baskets, or holding companies) to minimize capital gains exposure and optimize investment yields.
What's Included in Investment & Portfolio Structuring
Our compliance structure handles the entire regulatory scope end-to-end. We manage the details so you can focus on building value.
Comparative analysis of holding assets directly vs via private companies or trusts.
Optimizing capital gains tax on equity, real estate, and fixed income portfolios.
Advising on tax rules for Alternative Investment Funds (AIFs) and startups.
Who Needs This Service
- HNIs looking to consolidate individual equity, debt, and real estate assets.
- Promoters planning major cash outs from startup shares.
- Family offices seeking tax-efficient asset holding structures.
Our Advisory Process
We follow a rigorous, milestone-driven workflow that guarantees clean regulatory records and timely execution.
Asset Scoping
Mapping existing investment asset classes and tax exposures.
Structure Design
Designing optimal portfolio holding entities and tax options.
Ongoing Compliance
Reviewing capital gains tax schedules and tracking returns.
Frequently Asked Questions
Clear answers to critical operational, statutory, and tax scoping queries.
A holding company can defer taxes on investment returns by reinvesting profits before dividend payouts are triggered.
Long-term capital gains on unlisted shares are taxed at 20% (plus surcharges) with indexation, requiring a 24-month holding period to qualify.
Related Advisory Desks
Begin your scoping consultation
We do not execute automated sales calls. You will be connected directly with a senior partner to review compliance triggers.