INDIA FAMILY OFFICES

You built the portfolio one cheque at a time. Now manage it like a portfolio.

VIV helps entrepreneurial families reconstruct what they own, decide what deserves more capital, intervene where value can be created and test where liquidity is realistic.

FOR INDIAN ENTREPRENEURIAL FAMILIES

The portfolio often grew one cheque at a time. The next step is to manage it as one portfolio.

KNOWReconstruct and value existing holdings.

DECIDEChallenge new and follow-on cheques.

IMPROVEUse customers, talent, distribution and strategic access.

REALIZETest liquidity and strategic exits.

GOVERNMake decision rights and limits explicit.

PRIVATE · CONTEXTUAL · NO MASS DISTRIBUTION

Discuss an India mandate

Tell us enough to understand the problem. We use the information to route the conversation to the relevant VIV service; it is not a public deal submission.

How VIV works the India corridor.

Family / LP side

Direct Startup Portfolios
Private Operating Businesses
Family Capital Allocation
Follow-On / Liquidity Decisions

Portfolio-company side

Portfolio Reconstruction
Independent Valuation / Ic
Value-Creation Capability
Liquidity / Strategic Pathways

STEP 01

Define the family / LP mandate

STEP 02

Map a corridor-specific opportunity and capability universe

STEP 03

Verify locally and independently

STEP 04

Activate capital, customers, partners or operators only where fit exists

STEP 05

Capture outcomes, objections and changed mandates

Corridor scorecard

Mandate-fit opportunities / capabilities
Qualified counterparties vs raw names
Evidence / references completed
Meeting → diligence / pilot / partnership conversion
Capital, commercial or strategic outcomes

What VIV deliberately does not do

Mass-distribute deals
Promise capital or customers
Treat the country as one investor segment
Use last-round price as current value
Bypass regulated specialists where required

India: what can change the investment outcome.

VIV treats corridor access as an investment-and-execution problem, not a list of introductions. The work separates commercial underwriting from regulated legal, tax, valuation and securities work.

01 · LEGAL / STRUCTURE

Know the gates before committing.

Private-company investments can engage Companies Act, securities/regulatory, tax, valuation and FEMA issues depending on investor, instrument and transaction. VIV identifies the commercial decision and uses registered/qualified specialists where formal valuation, securities advice or legal/tax execution is required.

VIV control: regulatory-gate checklist, ownership/rights map, specialist hand-off and decision dependencies before capital or counterparties are activated.

02 · ROI DYNAMICS

Underwrite the return, not the story.

Returns are evaluated from current defensible value—not only last-round marks—then adjusted for dilution, follow-on needs, time, taxes and realistic liquidity probability.

VIV control: base/downside/upside cases, entry-price challenge, dilution and FX sensitivity, milestone-linked follow-on logic and current-value ranges.

03 · EXIT DYNAMICS

Test liquidity before assuming it.

Strategic sales, promoter/company buybacks where legally available, secondary sales, later rounds and public-market exits are evaluated holding by holding; transfer restrictions and buyer depth are surfaced early.

VIV control: rights/transfer review, buyer thesis, strategic/secondary route map, timing assumptions and evidence of real counterparty appetite.

04 · RISK & MITIGATION

Convert risks into monitored decisions.

Risks include stale marks, weak information rights, concentration, governance gaps, follow-on pressure and illiquidity. VIV reduces them through ownership reconstruction, independent valuation ranges, monitoring, action classification and liquidity preparation.

VIV control: named risk owner, evidence threshold, trigger, mitigation action and escalation decision—hold, follow on, intervene, prepare exit or stop.

VIV RISK-REDUCTION LOOPMANDATE→LEGAL GATES→VERIFY→RETURN CASE→RIGHTS + EXIT→MONITOR→ACT

Country dynamics are a VIV commercial diligence framework, not legal, tax or regulated investment advice. Current transaction-specific requirements must be confirmed by appropriately qualified advisers before execution.

Why the India domestic corridor compounds.

Family decision memory

Mandates, exclusions, return expectations and prior decisions are retained so the next Indian private-market decision starts with family context.

India capability graph

Customers, operators, sector experts, strategic buyers, specialists and capital are mapped by the problem they can solve.

Portfolio outcome history

Follow-ons, interventions, valuation changes, liquidity attempts and exits calibrate future judgments across the family portfolio.