Client Segments

Institutional

Our expertise plays a crucial role in helping institutional investment clients in enhancing operational efficiencies and adapting to Market Changes across the entire front-to-back investment life cycle. We serve the following clients segments in this space:


  • Mutual Funds
  • Hedge Funds
  • Pension funds
  • Endowments
  • OCIO
  • Sovereign funds
  • Insurance

Private Wealth

We provide advisory & consulting services in regulatory compliance space to keep our buy-side private clients abreast of latest SEC & FINRA regulations: 





  • Registered Investment Advisors
  • Multi-Family Offices
  • Independent Wealth Management firms
  • Private Wealth Groups

Private Equity

Our consultants bring broad-based experience collaborating with Private Equity firms, focusing on both program strategy and program execution during divestitures & transformation.