Trusted Family Office Advisors Since Inception

Skanda Advisory
(OPC) Pvt Ltd

Wealth Preserved. Legacies Secured. Families Empowered.

BFSI NRI Services Family & Virtual CFO Multi Family Office
4+
Service Verticals
15+
Virtual Hub Offices
5
Countries Served
360°
Family Office Advisory

"We don't just manage wealth — we steward legacies, protect families, and build structures that endure across generations."

Headquartered in Coimbatore, Tamil Nadu, Skanda Advisory (OPC) Pvt Ltd is a specialised advisory firm serving HNIs, Business Families, MSMEs, and NRIs across India and globally. Our multi-disciplinary approach integrates financial planning, legal structuring, compliance oversight, and succession advisory under one roof.

A Multi-Disciplinary
Advisory Practice

Skanda Advisory bridges the gap between financial strategy, legal compliance, and intergenerational wealth management — bringing institutional-grade advisory to business families and growing enterprises.

Holistic Wealth Architecture

Trust structures, wills, FSAs, HUF, holding companies — designed as integrated systems, not isolated instruments.

Multi-Jurisdictional Expertise

Karnataka, Tamil Nadu, and cross-border advisory for NRI families across USA, UK, UAE, Canada, and Australia.

Confidential & Independent

No product commissions. No conflicts. Pure advisory with client interests at the centre of every engagement.

Our Core Services

01

BFSI — Banking, Financial
Services & Insurance

Comprehensive financial structuring for MSMEs, business families, and entrepreneurs — from working capital to insurance and treasury.

  • Working Capital Loans, OD/CC Limits, Invoice Discounting & Trade Finance
  • Government Scheme Advisory — CGTMSE, PMEGP, and more
  • SME Insurance: Property, Fire, Employee Health, Directors' Liability
  • Credit Risk & Receivables Insurance | IRDAI-Compliant Advisory
  • Financial Planning & Treasury for Business Families
  • Digital Enablement: ERP, UPI, E-Invoicing, Payroll Automation
Explore BFSI →
02

MFO — Multi Family
Office

Institutional-grade family office services for HNIs and UHNIs — wealth management, governance, succession, philanthropy, and next-gen advisory.

  • Portfolio Management across equity, debt, real estate, AIFs, PMS, global assets
  • Family Governance — Constitution, Family Charter, Dispute Resolution
  • Succession Planning via Wills, Trusts, Family Settlement Agreements
  • Philanthropy & Impact Advisory — Section 8, Foundations, Grant Management
  • Business Restructuring for tax optimisation & legacy continuity
  • Next-Gen Education, Leadership Grooming & Family Retreats
Explore MFO →
03

NRI — Services for
Indians Abroad

End-to-end advisory for Non-Resident Indians — banking, taxation, real estate, legal services, and estate planning under FEMA and Indian law.

  • NRE/NRO/FCNR Account Opening & FEMA/RBI Compliance Advisory
  • Income Tax Filing (ITR-2/3), DTAA Advisory, Capital Gains on Indian Assets
  • Property Buying/Selling under FEMA, Title Verification, Mutation Support
  • Will Drafting, Private Trust Setup, PoA Drafting & Attestation
  • 15CA/15CB Certifications for Repatriation | TDS Refunds for NRIs
  • Digital Documentation, eSign, Virtual Legal/CA Consultations
Explore NRI Services →
04

vCFO — Virtual &
Family CFO

On-demand CFO services for MSMEs and HNI families — financial strategy, MIS, compliance, treasury, internal controls, and investment oversight.

  • Financial Strategy, Annual Budgets, Rolling Forecasts & Scenario Planning
  • Monthly MIS, KPI Dashboards, Cash Flow & Variance Analysis
  • GST, TDS, ROC Compliance & Audit Readiness Support
  • Investor Decks, Financial Models, Bank Liaison for Working Capital
  • SOPs for Procurement, Invoicing, Internal Controls & Fraud Prevention
  • Consolidated Wealth Reporting for HNI/UHNI Families
Explore vCFO →

Serving the Global Indian

Whether you are in the Gulf, USA, UK, or Australia — Skanda Advisory provides a single trusted point of contact for all your India-related financial, legal, and property needs.

NRI Selling Inherited Property
Full support on tax computation, 15CA/15CB, TDS optimisation, repatriation planning, and legal documentation.
US-Based NRI Investing in Indian Startups
FEMA-compliant investment structures, RBI approval pathways, DTAA advisory, and ongoing compliance.
Gulf-Based Indian Filing ITR & Repatriating Income
ITR-2/3 filing, rental income repatriation, NRO-to-NRE transfer advisory, and RNOR tax planning.
Family Needing PoA & Property Management
PoA drafting, attestation support, rental collection, mutation assistance, and property management coordination.

Banking & Finance

  • NRE / NRO / FCNR Accounts
  • Forex & Remittance Advisory
  • PIS Account via Banks
  • Cross-border Payments
  • FEMA & RBI Compliance

Tax & Compliance

  • ITR-2 / ITR-3 Filing
  • DTAA Advisory
  • Capital Gains Calculations
  • 15CA / 15CB Certifications
  • RNOR Tax Planning

Legal & Property

  • Title Verification & Due Diligence
  • PoA Drafting & Attestation
  • Will Drafting & Probate
  • Succession & Partition Advisory
  • Property Management

Estate & Succession

  • Private Trust Setup
  • Inheritance Planning
  • Family Constitution
  • Digital Will & Storage
  • Asset Transfer Post-Demise

Investment & Wealth

  • Mutual Funds via NRE/NRO
  • PMS & AIF Advisory
  • Real Estate Investment
  • NRI Fixed Deposits & Bonds
  • Family Office & Estate Planning

Virtual & Concierge

  • Digital Documentation & eSign
  • Online PoA / Will Drafting
  • Virtual CA Consultations
  • India Representative Service
  • Aadhaar, Passport, Records

CFO Intelligence, On Demand

Whether you run a growing MSME or manage a business family's finances — Skanda's vCFO practice delivers strategic financial leadership without the cost of a full-time CFO.

Financial Strategy & Planning

  • Annual business plans, budgets, and rolling forecasts
  • Align financial goals with business strategy
  • Scenario planning for expansion & diversification

Reporting & Analysis

  • Monthly MIS and variance analysis
  • KPI dashboards and cash flow statements
  • Ratio analysis and working capital tracking

Cash Flow & Treasury

  • Forecast short- and long-term cash flows
  • Monitor collections, payments & liquidity
  • Optimise working capital & credit cycles

Fundraising & Banking

  • Investor decks and financial models
  • Working capital, term loans & OD facilities
  • Liaison with NBFCs, banks, angels & VCs

Compliance & Controls

  • GST, TDS, ROC filings & Income Tax
  • SOPs for procurement, invoicing & approvals
  • Internal audit readiness & fraud prevention

Cost & Profitability

  • Cost optimisation across departments
  • Pricing models & margin analysis
  • ERP/Accounting software implementation

Family Business Structuring

  • Holding company, LLP, Trust or HUF models
  • Rationalise legacy structures
  • Private trust & estate planning

Consolidated Wealth Reporting

  • Track businesses, real estate, equity, PMS & AIFs
  • Family-level net worth dashboards
  • Inter-company loans and cross-holdings

Investment Oversight

  • Evaluate new proposals & due diligence
  • Interface with PMS, AIF & PE teams
  • Capital deployment & risk allocation

Succession & Governance

  • Equity, voting rights & roles structuring
  • Family charter operationalisation
  • Board & family council mechanisms

Tax Optimisation

  • Direct & indirect tax planning
  • HUF, Trust, LLP for tax efficiency
  • FEMA/IT compliance on offshore assets

Lifestyle & Discretionary

  • Household budgets & luxury asset tracking
  • Large-ticket expense oversight
  • Periodic family financial health reports

"Wealth is not just what you accumulate — it is what you preserve, transfer, and leave behind for those who carry your name."

G. Rajagopal, Director & Family Office Advisor
Coimbatore
Flat No. 307, Casa Grande Amber,
Central Studio Lane, Dhanalakshmipuram,
Ramanathapuram, Coimbatore – 641005
Tamil Nadu, India
India — Virtual Hub Offices
New Delhi Mumbai Bangalore Chennai Hyderabad Mysore Cochin Kolkata Salem
Global — Virtual Hub Offices
🇺🇸 USA 🇬🇧 United Kingdom 🇦🇪 UAE 🇨🇦 Canada 🇦🇺 Australia
GR
G. Rajagopal
Director & Family Office Advisor

Guided by Expertise
Driven by Purpose

G. Rajagopal brings deep expertise across BFSI, Family Office Advisory, NRI Services, and Multi-Family Office engagements. With active mandates spanning Karnataka and Tamil Nadu — covering wealth transfer, succession planning, estate structuring, and vCFO engagements for business families — he serves as a trusted single-point advisor to HNI clients and their families.

Succession Planning Private Family Trusts Will & Estate Drafting HUF Structuring NRI Tax & FEMA Family Governance vCFO Advisory BFSI & Banking CSR & Philanthropy
Schedule a Meeting

Ready to Begin Your
Advisory Journey?

Whether you're structuring a family trust, planning NRI investments, or seeking a Virtual CFO — we are one call away.

📞 Call +91 97515 77577 ✉ Email Us


www.skandaadvisory.in  ·  Coimbatore, Tamil Nadu  ·  BFSI | NRI | Family & Virtual CFO | Multi Family Office