Sekhon Family Office ( SFO ) Private Equity Services is a boutique fiduciary entity servicing alternative investment funds and international business clients with management, domiciliation, administrative, corporate and fund service solutions.
Sekhon Family Office ( SFO ) is privately owned and fully independent from any private equity investment firm.
Our dedicated team of specialists is able to provide the highest level of services.
We work with your auditors, advisors or banks without creating conflict of interest while providing support in both of your roles --- GP and LP.
Our Private Equity Services provide independent valuation and performance reporting solutions for investors in unlisted equity, private placements or hard-to-value debt.
Find a range of solutions for managers and investors of alternative assets, including company, share price, illiquid debt and stock option valuations as well as income attribution, methodology reviews, AIFMD valuation options and risk-adjusted performance reporting with peer group comparisons.
We are home to the industry’s largest PE fund administrator :
Our Private Equity Fund Services professionals provide expertise in accounting, tax, treasury, investor services, applications, information technology and online services. This expertise results in a reduction of a firm’s administrative and accounting burden and adds value and quality of service delivered to your investors.
Private Equity Fund Administration :
Our Private Equity Fund Administration services encompass all aspects in the life of a private equity fund, including consultation during the fund formation process, assistance with investor onboarding, fund closings, fund accounting & reporting, allocations, maintenance of distribution waterfall, and investor reporting.
Services for Private Equity Funds :
Accounting and Reporting Services
US Tax Compliance Services
Management Company Services
Regulatory Support Services
Portfolio Administration :
In addition to Fund Administration, we provides a modular end-to-end solution for Institutional Investors, Family Offices and Fund of Funds, supporting the portfolio of fund and direct investments.
At the core is our expert data management services supporting operational and accounting deliverables and front office performance and analytics needs.
Services for Limited Partner Portfolios :
Data and Document Management
Capital Call and Distribution process
Support monthly, quarterly, annual accounting processes
Front office portfolio and investment reporting and analytics
Private equity funds
PE Fund Investment Strategy :
Discovering Future Leaders :
As pioneers of the Indian private equity industry, our team is adept at identifying outstanding entrepreneurs and management teams of emerging businesses. We look for companies that have a clear business strategy with significant opportunities to scale up with a defendable market positioning. While we have a preference towards sectors such as Pharmaceuticals, Life Sciences, Healthcare, Consumer, Technology & Financial Services, we are happy to evaluate investment opportunities in companies in other sectors with a differentiated business model that mirrors India's growth story.
Businesses should ideally have a strong competitive edge and long-term growth potential in one of the following areas :
An Innovative business model
Growth opportunities to gain regional or national market leadership
Opportunity for consolidation if from a fragmented industry
An IPR driven business with technology, product or a clearly differentiated market opportunity
Along with the above, we look for outstanding management teams :
Experienced and passionate people with a disciplined and execution-led approach
Hunger for growth and a collaborative mind-set with due respect to partnerships
High level of integrity
Evaluation Process :
We follow a stringent evaluation process. Having a credible business plan that supports the need for growth capital and a clear exit strategy for investors is an important criteria. Currently, while we invest significant minority stakes in private companies, in exceptional cases we also participate in management buy-outs. Additionally, in case of an outstanding business opportunity, we are willing to participate in listed companies.