Programmes - SM Santhosh Kumar

🏛️

Corporate Governance

◆ Independent director readiness & board oversight
◆ Governance frameworks for listed/unlisted firms
◆ Board evaluation & compliance automation

Independent Director SEBI LODR

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Product Leader

◆ Product strategy & lifecycle from ideation to scale
◆ Building digital products with CXO mindset
◆ Product operating model & OKRs

⚙️

Digital Transformation & ERP

◆ CIO-level ERP strategy (SAP, Oracle, D365)
◆ Legacy to cloud transformation roadmaps
◆ Process mining & digital twins

📈

High Ticket Investment

◉ Alternative Investment Funds (AIF) / Hedge Funds
- ▸ Fund structuring & due diligence
- ▸ AIF category III strategies
◉ High net worth individuals (HNI)
- ▸ Bespoke portfolio solutions
- ▸ Family office coordination
◉ Institutions
- ▸ Endowment & pension fund advisory
- ▸ Institutional allocation strategies

🛡️

Advanced Asset Protection & Wealth Structuring

◆ Trust & foundation formation (onshore/offshore)
◆ Generational wealth transfer & estate planning
◆ Asset shielding & liability risk management

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Investment

◉ Achieving High Numbers
- ▪ Alpha generation & compounding frameworks
- ▪ Identifying 10x opportunities
◉ Capital Management
- ▪ Liquidity planning & leverage optimization
- ▪ Capital allocation across cycles
◉ Building 100Cr+ Portfolio
- ▪ Concentrated value approach
- ▪ Risk-adjusted scaling strategies

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Generational Wealth Building

∞ Effortless Portfolio Management
- → Passive indexing & buy-hold mastery
- → Dividend growth & evergreen assets
∞ Legacy & inheritance architecture
∞ Next-gen financial education

📃

IPO Readiness & Listing

★ NSE / BSE listing preparation
★ Pre-IPO governance & financial restatement
★ DRHP drafting, regulator liaison

Get your company IPO-ready — end‑to‑end advisory from a former CIO / independent director.

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Patent & Innovation

⚡ Patent filing strategy (India & international)
⚡ Innovation funnel & IP portfolio management
⚡ Renewable energy & deep tech patent advisory

Patent holder (renewable energy)

All programmes include strategy sessions with SM Santhosh Kumar Enquire now