Wealth Management
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IV · Fintech & Consultancy
Advisory for operating
Advisory for operating
companies & funds.
David Holdings advises promoter-led businesses on capital structure, funds on pool management, and real-estate vehicles on acquisition and oversight. A small non-banking arm extends senior secured credit to a curated list of relationships. The work is selective, long-term, and conducted by appointment.
What we offer
Counsel and capital
Counsel and capital
for the balance sheet.
The consultancy practice combines financial and management advisory with pool, real-estate, and credit mandates — applied to the questions that sit on a board's agenda.
- Financial consultancy
- Management consultancy
- Financial advisory services
- Investment consulting
- Mutual fund and investment pool management
- Real estate investment management
- Stock broking and underwriting
- Lending and financing-related activities (excluding banking activities)
Our approach
How a mandate
How a mandate
takes shape.
Each engagement is scoped before it is accepted. We commit to relationships we can serve with depth, and we structure the work to be measured against agreed outcomes.
01
Diagnosis
We study the business, fund, or vehicle in depth — its capital structure, governance, and objectives — before proposing any course of action.
02
Structuring
We design the mandate, whether financial and management advisory, pool or real-estate management, or a senior secured non-banking facility, and document the terms clearly.
03
Execution
We implement alongside the principals — drawing on the firm's broking, underwriting, and operating-partner network as the work requires.
04
Oversight
We monitor against the objectives set at the outset, reporting regularly and adjusting the mandate as the business and the cycle evolve.
Practice areas
Selected mandates,
Selected mandates,
by discipline.
An illustrative view of active mandates across the consultancy practice. Figures are placeholders for presentation and do not represent any specific client.
Practice areas · selected engagements
14
Capital advisory
Promoter-led · mid-cap
08
Fund & pool management
AIF & PMS pools
22
Real estate
Commercial · Grade-A
31
NBFC facilities
Senior secured · INR
Fig. · Active mandates · FY 2026
Illustrative · by appointment
Questions, answered
On the consultancy
On the consultancy
practice.
A few of the questions promoters and fund principals raise before engaging the firm.
What kinds of clients does the consultancy practice serve?
Principally promoter-led operating companies, investment pools and funds, and real-estate vehicles. We work with a small number of relationships at a time so that each receives senior attention throughout the mandate.
Do you manage mutual fund and investment pools directly?
Yes. We provide mutual fund and investment pool management as well as real-estate investment management, governed by clear mandates and reported against the objectives agreed at the outset.
What does the lending arm do, and is it a bank?
The lending and financing activity is a non-banking arrangement that extends senior secured credit to a curated set of relationships. It expressly excludes banking activities and is conducted within the applicable regulatory perimeter.
How is the consultancy work priced?
Fees are scoped and agreed in writing before a mandate begins, structured to suit its nature — retainer, project, or management fee — and disclosed transparently in line with applicable requirements.
Can you draw on the firm's broking and underwriting?
Yes. The consultancy practice draws on the firm's broking, underwriting, and operating-partner network where a mandate calls for it, so that advice and execution sit under one roof.
Related practices
Where consultancy
Where consultancy
connects.
The consultancy practice sits alongside the firm's wealth, strategy, and technology disciplines.
◆
Bring us a question of capital or structure.
Consultancy engagements begin with a scoping conversation, in confidence — in Chennai or by video. We meet by appointment.
Schedule a private consultation— Replies within two business days · Strictest discretion