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Manthan Bavishi — Head - Structuring Advisory · Lazara Capital · Mumbai, Maharashtra, India.
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About
Chartered Accountant and Lawyer with over 14 years of diverse experience across Mergers & Acquisitions, Corporate Taxation, Legal Structuring, and Succession Planning. Currently serving as Head – Structuring Advisory at a reputed family office, leading strategic initiatives on wealth transition, trust structuring, outbound structuring, governance, compliance management, PE transactions for HNIs and UNHIs client. Previously associated with leading global professional firms including KPMG and PwC, and top-tier law firm AZB & Partners, with strong exposure to complex cross-border transactions, restructuring, and regulatory advisory. Recognized for integrating legal, tax, and strategic perspectives to deliver holistic business and family governance solutions. Key Expertise:Succession & Estate Planning:Designing and implementing succession structures for UHNI families, including family constitutions, trusts, wills, and holding entities; advising on long-term wealth preservation and governance frameworks. Legal Advisory:Expertise in corporate and commercial laws, contract drafting and negotiation, joint ventures, shareholder agreements, and M&A documentation. Taxation & Structuring:Advising on domestic and international taxation for individuals and entities; tax-efficient structuring for mergers, acquisitions, and business reorganizations. Mergers & Acquisitions:Extensive experience in transaction structuring, due diligence, deal documentation, and regulatory approvals under Companies Act, FEMA, SEBI, and Income Tax laws. Regulatory & Compliance Management:Overseeing statutory and secretarial compliances, ensuring adherence to corporate governance norms, and managing relationships with external counsel and regulators. Strategic Advisory:Partnering with promoters, boards, and CXOs to align tax, legal, and business objectives; evaluating investment structures, exits, and risk management strategies. Career ObjectiveTo leverage my multidisciplinary background in law, taxation, and corporate advisory to lead strategic initiatives in family office management, succession planning, or corporate legal and tax advisory, contributing to organizational growth and governance excellence.
Experience
Head - Structuring AdvisoryCurrent
Lazara Capital · Mumbai
May 2026 – Present
Head Legal and Taxation
Entrust Family Office
Dec 2022 – May 2026
Key Responsibilities – Estate Planning, Advising on taxation and regulatory aspect, Deals, Corporate Law and Client Relationship. Advise HNIs and business families on wills, trusts, succession & estate planning. Evaluate trust structures from legal, tax and regulatory perspectives. Review & negotiate SPAs, shareholders’ agreements, BTAs & ATAs. Single point of contact for private equity investment matters. Advise on startup investments, exits and transaction strategy.
Education
Skills
More Finance & Operations