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Lipi Panchmia — Associate Partner · Khanna & Panchmia, Chartered Accountants · Mumbai, Maharashtra, India.
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About
I am a Chartered Accountant with ~5 years of experience across venture capital, startup advisory, and family office advisory. I currently work with Khanna & Panchmia, where I am helping build and scale the firm’s Multi-Family Office practice, alongside startup consulting and fundraising support. My work sits at key decision points for founders and families. For startups, I support investor readiness and fundraising by working on pitch narratives, financial models, unit economics, cost optimisation, and transaction documentation (SHA/SSA/FA), along with strategic support through fundraising rounds. On the family office side, I work with HNIs and families on evaluating investment opportunities, structuring and restructuring family offices, cash-flow planning, MIS reporting, and succession-related instruments such as wills, trusts, and gift deeds—helping translate intent into workable structures. Previously, I was part of the investment and portfolio teams at 100X.VC and Roots Ventures, where I worked closely with early and growth-stage founders across investments, portfolio management, compliance and fundraising support. I began my career at Bansi S. Mehta & Co., building a strong foundation in audit and regulatory frameworks. I enjoy working closely with people and problems that don’t have one right answer. Always happy to connect with founders, investors, family offices, and professionals thinking about capital, structure, and long-term decision-making!
Experience
Associate PartnerCurrent
Khanna & Panchmia, Chartered Accountants · Mumbai, Maharashtra, India
Aug 2025 – Present
Senior Associate
Roots Ventures · Mumbai, Maharashtra, India
Jun 2023 – Aug 2025
Education
Skills
Recent activity
So long, Farewell!
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