11th Indian Family Office Summit 2023

Priwexus is a unique membership community of single family offices, prominent business families and individuals of significant wealth in India. We are an impartial peer-to-peer networking forum dedicated to serve all the key focus areas of successful families including investments, philanthropy, family governance, tax, legal, estate management and next-gen education.

Adrija Agarwal, Founder, Sattva Ventures
Deeply entrenched in India’s startup ecosystem, Adrija Agarwal is the visionary force behind
Sattva Ventures. Since 2019, her adept leadership and strategic foresight have been
instrumental in navigating the firm through the intricacies of both public and private markets.
Under her guidance, Sattva Ventures has executed 35 venture investments across a spectrum
of sectors. Adrija’s talent for identifying and nurturing potential has not only led to substantial
returns but also earned the firm a spot among India’s top 50 family offices in 2023.

Chandy is a partner with EY’s Tax practice in Bangalore and has responsibility for corporate tax and regulatory services of the
Bangalore office. He leads the tax function in the Private business vertical focusing on family business, private equity and VC
sectors and start-ups. Chandy is responsible for the Kerala practice as well and also works out of the EY office in Kochi
Chandy has advised a vast clientele of family businesses on succession planning; use of private trusts for succession of wealth
and estate duty planning. Has worked with large Indian family business houses on a range of tax, advisory, reorganization and
regulatory matters. Advised on family succession matters including creating family constitutions, private trusts and governance
structures

Rajendra leads the Financial Institutions Group practice in
Cyril Amarchand Mangaldas and is responsible for
developing and executing the strategy in Financial Services
for the Firm. Prior to CAM Rajendra has been a leader in
the consulting businesses of PwC and EY. In those stints he
has led large business and technology transformation
engagements in Banks, Insurance, AMCs and NBFCs.
Some of the key areas of consulting as engagement leader
include :
Developing the innovation strategy, setting up an APIM
function, APIM architecture, finalising APIM requirements,
implementing the APIM solution and managing the solution
for a soon to be privatised bank.
End to end corebanking consulting for of the largest banks in
India resulting in the leap of these banks from distributed to
centralised technology and readying them for digital adoption.
Conceiving and setting up the Project Management Office for
India’s largest bank.
Developing the technology architecture and strategy for India’s
largest life insurance company.

Vikas brings to the table nearly two decades of expertise in servicing High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), and institutional clients across equity research, capital markets, and portfolio advisory. His investment approach is characterised by a preference for high-quality securities, a commitment to good corporate governance, and a focus on margin of safety investing utilising the RA/RI framework developed at Multi-Act.

In his role, Vikas diligently crafts advisory client mandates centred on delivering risk-adjusted returns that surpass market benchmarks, both in the Indian and Global markets, while maintaining an unwavering commitment to capital preservation. Vikas has been an integral part of the Multi-Act team since obtaining his Chartered Accountancy qualification from ICAI in 2003.