Capital markets and fund services

The global partner for administering capital markets transactions and fund investments
Sneha Advisory Services is a respected global player in the administration of capital markets transactions and fund investments.
What makes us special is our global reach.
While we provide a complete range of customisable fund and business services –fast, efficiently and accurately – no other firm can match us for our network of in-house experts, on the ground.

Capital markets services

We manage capital markets transactions seamlessly across multiple jurisdictions using integrated services, delivered through a single point of contact who speaks your language.

Fund services

We work with structures across the spectrum, from private equity and real estate funds to trade financing, debt and fund-of-funds structures.
As an independent, third-party fund administrator, our specialist teams provide flexible solutions for every administrative requirement. From formation and ongoing administration, to depositary and shareholder services, we help funds stay compliant.

How we can help

Global companies choose Sneha Advisory Services for its cohesive, multi-jurisdictional, multilingual service, delivered by a choice of in-house experts on the ground in the world’s major financial centres – all coordinated through one point of contact.
Follow the links to read more about how we can help realise your capital markets and fund ambitions.

Investment portfolio monitoring services

Track the performance of your investments with Sneha Advisory Services’s Portfolio Monitoring Services.
Oversee your investments and generate insights on their performance to enable educated decision making.
Portfolio asset reporting through regular review and monitoring.
Keeping track of your investment portfolio can be demanding. In particular, factors such as monthly contributions, reinvested dividends and rebalancing can make determining your investment performance cumbersome. Sneha Advisory Services’s investment portfolio monitoring services offer a solution to keep track of them across geographies and assets.
Our fully-independent service provides reviews of portfolio performance, portfolio valuation and risk assessment, including in-depth reviews of how your investment strategy is being executed. We provide monthly, quarterly and bi-annual standardised reporting depending. We also provide bespoke reporting including peer group and investment manager comparisons, and more.

Our investment portfolio monitoring services help keep portfolio managers accountable for investment decisions while our experienced staff, continuously fulfils the monitoring needs.
Monthly/Quarterly/Bi-annual investment portfolio monitoring report:
• Report on the risk, return and qualitative profile of the investments
• Monitor the investment managers’ adherence to the Investment Policy
• Collate data directly from the related institutions
Our bespoke portfolio monitoring can help determine:
• If the investment managers and strategies you have selected are complementary
• Whether they are achieving, and can continue to deliver, the required risk-adjusted returns fitting your needs
• A personal peer group assessment
• Investment managers peer group assessment

Sneha Advisory Services provides estate and inheritance planning services around the world

Whether you are considering wealth transfer through estate planning or securing the process around your inheritance, our family business wealth team is here to help.

A sound strategy for your financial plan

Estate and inheritance planning, and gifting to family members are all essential parts of your financial strategy. Sneha Advisory Services’s solutions in the financial planning field allow you to protect your wealth and assets for future generations.
Our extensive worldwide network enables us to provide a full range of services in your chosen markets, while simultaneously keeping you informed of opportunities and changes in legislation, taxation and compliance regimes which may affect and/ or benefit you.

Estate planning

When strategizing how to transfer wealth within your family, estate planning is one of the major factors to consider as it is an essential element of financial planning, giving you more control, securing your privacy, and preserving your capital for future generations.
Reviewing your assets and looking at the possibilities of consolidation is part of our estate planning services. Families often have a variety of asset types, from real estate and private company shares to investable assets held with various

investment managers, banks and other institutions. We can keep track of these assets, monitor their performance and maintain records.
Furthermore, as part of the estate planning process, Sneha Advisory Services can set up trusts, foundations and managed companies to act as tax effective planning solutions for estate duties, capital gains tax deferral and income tax. A trust or foundation structure can also be an excellent way of safeguarding private information, preventing your business activities and income from becoming public knowledge.

Why work with us?

Sneha Advisory Services’s investment portfolio monitoring services offer you a number of advantages.
• Clear insights into your investment portfolio across all assets and regions.
• We work with you and your advisors, devising effective solutions for your needs
• Dedicated staff ensure a personal and specialised service to both clients and their professional advisers
• Innovative and continual development of our portfolio monitoring tools and the availability of expertise and resources to best serve clients’ interests

Family Business Wealth Solutions

Preserving and growing your personal and business wealth

Our specialist Family Business Wealth team creates and administers services that provide for private clients and their extended families, manage multiple and complex cross-border assets, navigate tax and regulatory issues, and plan for estate and business succession.
We’ve been looking after private and business wealth for over 30 years
When you are entrusting your personal or business assets to someone, do you really want the uncertainty and inconvenience of multiple providers across several jurisdictions? Sneha Advisory Services’s Family Business Wealth team can provide you with a single point of contact, backed by a vast global network with years of experience in administering assets of diverse types and structures.
If you want your personal and business affairs centred in a location that works best for you, with advisors on-hand who can respond to your needs quickly and proficiently, then we are here to help.
By working with Sneha Advisory Services, not only do you have access to our experienced teams, but you will also benefit from our unrivalled local knowledge. Our local experts – all of whom are part of our global, independent and wholly-owned group – understand the intricacies and challenges involved in providing effective family business wealth solutions. They can quickly advise when there are changes in legislation which will impact the assets entrusted to us, and help you to plan your next steps.
More than three decades of experience in administering family business matters means that you can have confidence that we’ll be here long term, developing a deep knowledge of your business and its changing needs as the years pass

Consultancy Solutions

Extensive global consulting solutions through our network.
Sneha Advisory Services’s Consultancy Solutions team helps you expand into new countries and operate more effectively in the ones you’re already in.

Global operations are challenging, and can pose new and often complex problems. Our roster of on-call consulting specialists can help take the stress and headaches away. Our work ranges from resolving small, one-off challenges to managing large and complex consulting projects – anywhere in the world, and involving any part of your operation. This gives you peace of mind, and allows you to concentrate on your core business.

Our consulting experts specialise in market entry strategy, business expansion and market expansion strategy. We have staff across the globe which allows us to move swiftly and provide efficient, effective consulting services anywhere in the world in the following broad areas:
• Market Entry strategy consulting: Tailor-made market intelligence, best practice expansion strategies and complete local set-up with our experts on the ground. Check out our Quick Start to Market Entry offering solutions to ‘Go Global Quickly ’.
• Human Resources consulting: Whether as part of business expansion or just streamlining the day-to-day HR operations we offer support with employee relations, benefits assistance and HR administration to optimise a global workforce and drive performance.
• Global Mobility consulting: Comprehensive guidance on understanding and minimising the economic impact of expatriate employees, assistance adhering to visa and work permit requirements, support with shadow payrolls, and other home and host country insights to ensure a smooth assignment.
• Global Taxes consulting: Customised methodologies, best practice insights, and other helpful considerations to reduce risk and increase operational efficiencies that meet local requirements.
• Global Governance consulting: Assistance in assessing and gathering information related to the ever-changing global regulations that require businesses to be transparent and report in a standard manner across the countries they operate in.

Wealth management

Our wealth management services will provide you with a sound portfolio, keeping your investments compliant with regulations and flexible enough to adjust to your changing needs. Through our risk management services, we limit your personal liability and make sure you can take advantage of favorable legislative regimes in various jurisdictions. We’re able to track your portfolio performance through rigorous monitoring by means of regular review and reporting. Our extensive experience with special purpose vehicles allows us to be knowledgeable when it comes to selecting the most suitable investment holding vehicle for your portfolio.

Philanthropy

We understand you may want to reflect your personal values in the way your wealth is managed. Philanthropy is one way you can make a vast contribution to the world. We offer a range of bespoke and innovative services to achieve your social and community support goals in a tax efficient way. We can create structures which facilitate the donation of money or goods to support a charitable cause or maintain philanthropic purposes over the longer term

Why work with us?

Sneha Advisory Services’s Family Business Wealth solutions offer you a number of advantages, including:
• Global access and substantial international support
• We work with you, and your advisers, to devise effective solutions for your needs
• Dedicated staff who ensure a personal and specialized service to both clients and their professional advisers
• Innovative and continual development of financial solutions and the expertise and resources to best serve clients’ interests
Sneha Advisory Services’s international client base is diversified and includes family businesses, HNWIs and multi-national families. We are an independent third party which means that we are free to work with your auditors, advisers or banks without creating conflicts or interest in corporate governance or local regulatory restrictions.

Reporting Services

We can help your entities become and remain compliant with international accounting laws and policies.
Legislation and regulations can differ hugely across borders. Using our in-country experts, you can stay on top of regulatory changes through having access to a team of qualified accountants who strive to understand your business