About Us
“In our relentless pursuit of driving ‘win-win’ outcomes for our clients, we prioritise alignment of interests and long term wealth generation in all transactions and investments that we advise on.”
– Amit Khanna
Phoenix Advisers is a Transaction advisory and Multi-Family Office firm with offices in New Delhi and Singapore. The firm is founded by professionals with decades of experience advising on complex transactions and Investment advisory & management. Having the valuable perspective of both ‘buy’ & ‘sell’ side negotiations across multiple transactions, the team at ‘Phoenix Advisers’ has served as shareholders representatives for some of the country’s largest corporates and families for transactions in the Real Estate and Education sectors. With a time tested philosophy of achieving ‘win-win propositions’, ‘Phoenix Advisers’ aims to generate long term value for its clients.
Service Offering
Transaction advisory
- Commercials strategy & valuation advisory
- Structured sell side/buy side process management
- Structuring & documentation advisory (in conjugation with tax/legal counsels)
- Comprehensive business plans (including financial modelling) assessments
- Sectoral insights and industry specific financial data analytics
- JV structuring & regulatory advisory
Multi-Family office advisory
- Multi asset wealth advisory & investment solutions services
- Market insights & research
- Banking & credit advisory services
- Financial management & wealth succession planning advisory
- Pro-active asset management & reporting
With decades of experience
Meet our team
With decades of experience
Meet our team
Amit Khanna
Managing Director
Deepika Khanna
Director – Legal
Agam Sarin
VP – Transactions & Investments
Shatakshi Kapoor
SR. Legal Manager
Muskan Ahuja
Senior Analyst – Transactions
Amit Khanna
Amit is the founder-director of ‘Phoenix Advisers’. With over two decades of experience as an entrepreneur, investor, business leader and adviser, Amit has created meaningful impact across a diverse set of industries like Real Estate, Education, Financial Services, Mining and Retail. Over years, he has been advising large corporates and family offices in real estate development & investments, mergers & acquisitions, equity & debt investments, Indian Art -investments etc.
Some of his entrepreneurial ventures include ‘Cornerstone Real Estate’ (an affordable housing JV set to deliver 1300 homes at $33,000 each in Gurgaon) & GRAAVAA (India’s first retail format for Natural Stone delivering a « Quarry to Floor » integrated value chain).
In his previous role, Amit was the CEO and General Partner of InterGlobe Real Estate (real estate fund for InterGlobe Enterprises (Founders of Indigo Airlines)) where he managed an AUM of $350m over a portfolio of 1mn sft of Indian commercial real estate. Formerly, Amit also ran the ‘The Phoenix Fund’ (a SEBI registered Portfolio Management Scheme with AUM of over $ 150 m) and cofounded ‘IIFL Phoenix Cash Opportunities Fund’ (investments in Indian debt products)
As an avid investor, Amit has made investments in various private & public companies such as Hopscotch.in (online baby clothes e-commerce site), Shantha Biotech (Biotech company), Aro Granite (Listed granite processing company), Paytm, Cipher (Cancer Care), United Wind (US based distributed wind energy company) etc.
At Indian School of Business, Amit served on the Endowment Fund’s advisory council after conceptualising and seeding the school’s first Endowment Fund. He also serves on the advisory board of Udyaan Care, an NGO for abandoned & orphan children.
Amit is a Chartered Accountant by qualification and has attended Post Graduate Programme in Management (ISB, Hyderabad, Co2004) & Owners President Management Program OPM49 (Harvard Business School)
Deepika Khanna
Deepika is the Director – Legal based in our New Delhi office, specialising in M&A, Private Equity, Joint Ventures, General corporate commercial advisory across India.
She is a specialized transactions lawyer, with over 14 years of experience and has an established track record in advising clients across various sectors including real estate, education, hospitality & leisure, publishing & media, alcohol & beverage, charitable organizations, and microfinance. Previously, Deepika has represented domestic and international clients in private equity investments, mergers & acquisitions, joint ventures, exchange control regulations, outbound investments, general corporate advisory matters, corporate restructurings, corporate governance, contract law matters, securities law matters including insider trading/ takeover regulations.
In addition to providing transactional advice, Deepika also has an extensive experience in advising Indian companies on day-to-day compliance and regulatory issues including requirements for regulatory approvals/ licenses, corporate and governance affairs & drafting and review of various operational contracts.
In her prior role, Deepika was a Partner with AZB & Partners, a leading law firm in India. She has also worked with InterGlobe Enterprises, a large Indian conglomerate.
Deepika holds an LL.M degree in Corporate Law from New York University School of Law, LL.B & Bachelor’s degree in Arts from Amity Law School, Delhi.
Muskan Ahuja
Muskan holds the designation of Senior Analyst – Transactions and is based out of our New Delhi Office. She has around 4 years of experience in Corporate Advisory and Financial Management across different industries including education, tech & media.
Previously, Muskan has worked as a Corporate Finance Analyst at a boutique corporate advisory firm, Modus Partners Singapore where she was involved in evaluating sell side transactions for the company.
Muskan holds a Master’s degree in Finance & Accounting from Imperial College Business School, London & Bachelor’s degree in Commerce from College of Vocational Studies, Delhi University.
Transactions
Our transactions
HRIS
Phoenix Advisers was the sole adviser on the transaction which saw Aakash Chaudhry and other investors invest $5 million in a Series A round at HONO
Real Estate
Advised a Land owner client on a Development Joint Venture with Tata Realty.
Real Estate
Took on a General Partner role for a large Indian Family Office in setting up their Commercial Real Estate portfolio in India.
Real Estate
Advised a prominent Indian Real Estate company on a JV for a commercial office build to core development in NCR.
Real Estate
Sell & Buy side advisory on various Real Estate transactions.
Education
Advised a leading Education company in a strategic sale.
Education
UK based education company on India entry strategy.
Education
Advised a prominent education company in raising secondary capital from an international Private Equity investor.
Investment Advisory
Managed an AUM of INR 10 bn invested in Equity & Debt for a client of the Multi-Family Office division
Investment Advisory
Co-founded a debt fund with a prominent Indian financial services fund.
Investment Advisory
Advised several Family Office clients and an American Fund in their investment in a fast-growing Indian Alcoholic Beverage Company.
Investment Advisory
Advised several Family Office clients in acquiring the stock of Paytm (One97 Communications) and eventually exiting into the IPO for a 3x return.
Real Estate
Advised a Land owner client on a Development Joint Venture with Tata Realty.
Real Estate
Took on a General Partner role for a large Indian Family Office in setting up their Commercial Real Estate portfolio in India.
Real Estate
Advised a prominent Indian Real Estate company on a JV for a commercial office build to core development in NCR.
Real Estate
Sell & Buy side advisory on various Real Estate transactions.
Education
Advised a leading Education company in a strategic sale.
Education
UK based education company on India entry strategy.
Education
Advised a prominent education company in raising secondary capital from an international Private Equity investor.
Investment Advisory
Managed an AUM of INR 10 bn invested in Equity & Debt for a client of the Multi-Family Office division
Investment Advisory
Co-founded a debt fund with a prominent Indian financial services fund.
Investment Advisory
Advised several Family Office clients and an American Fund in their investment in a fast-growing Indian Alcoholic Beverage Company.
Investment Advisory
Advised several Family Office clients in acquiring the stock of Paytm (One97 Communications) and eventually exiting into the IPO for a 3x return.
Our testimonials
Our testimonials
“Always bringing a cool head to room, Amit is a master dealmaker, especially in multi-party situations where the dynamics can be complex. Amit is outstanding in understanding the needs of founders, family offices, private equity funds and dealing with Intergenerational and succession challenges.”
Bharat Anand
Partner
Khaitan & Co LLP
“I have had the pleasure of knowing Amit Khanna for more than 15 years now; earlier at the business school and later as a colleague in the principal investment industry. I have also seen Amit evolve as a trusted advisor to friends, families on various aspects of their business strategy – M&A, asset allocation and financing. Amit is sharp, entrepreneurial and is an avid learner. He would be a significant value-multiplier for anyone focused on investing in India”
Gaurav Sachdeva
CEO and Managing Partner
JSW Ventures
“The recent merger with Byju’s is a transformative move as it brings together two complementary and highly successful education businesses together. AESL has always strived to do an exceptional job of delivering value to its students and now can build on that strength with a partner that shares our passion. We are thankful for the advice, deep sector expertise and commitment of the Phoenix Advisers team working with us as our exclusive adviser. This is an optimal outcome for everyone, thanks to their knowledge, proficiency, and ability to drive an efficient process despite the challenging conditions and complexity of the transaction. We wish them the best for their future endeavours.”
Aakash Chaudhry
MD
Aakash Educational Services Ltd.
“Real Estate – in particular in the National Capital Region is plagued with low levels of trust and transparency. It is a pleasure to see Phoenix bring a sea change to the way business is conducted through its refreshing approach.
Our experience with Amit and the team has been nothing short of exceptional. Being a publicly listed company one values clarity, integrity and transparency – the team at Phoenix has exceeded our expectations on all accounts.
Moreover – there is an emphatic approach that Amit brings with his experience in business and Real estate that helps create a win-win for all stakeholders.
We wish Amit and his team at Phoenix all the very best always and look forward to continuing our strong relationship with them.”
Sahil Vachani
CEO & Managing Director
Max Ventures & Industries Limited
“I have had wonderful interactions with Amit Khanna and Phoenix last few years. He brings lots of value addition to all stakeholders and helps in successful transactions materialising.”
Deepak Seth
Group Chairman
Pearl Global Group
“Its such a pleasure working with Amit and Phoenix advisors. Honesty, integrity and doing what is best for the client is paramount in their approach.”
Girish Vanvari
Founder
Transaction Square
NEWS & media
News & media
Twitter feed
We are happy to announce 2 simultaneous deal closures of franchisee acquisitions done by #byjus Aakash Educational Services Limited.
Education Industry is going through consolidation across the world. BYJU'S has decisively emerged as the leader in global Ed-Tech.
Join the team #phoenixadvisers https://lnkd.in/dm-hKZS
Contact us
Contact us