SKG Family Office

SKG – Investments & Advisory, operating under SKG Assets & Holdings Pvt Ltd, is an investment management firm established in 2005, focusing on creating opportunities within the Indian capital market. The firm's investment philosophy, dubbed "Small is BIG," emphasizes identifying high-growth potential in small and mid-cap companies. They actively seek out high-impact events such as mergers and acquisitions, fundraises, and institutional participation that act as catalysts for growth. SKG also specializes in discovering under-researched and under-owned companies, aiming to pre-empt institutional involvement and benefit from price discovery. The firm adopts a venture capital and private equity mindset, prioritizing long-term growth and transformation through strategic interventions and risk mitigation.

Founded in 2005 by Vikas Gupta, who serves as the Managing Director, SKG began as a broking firm and has since evolved into a full-service financial entity. Under Gupta's leadership, the company expanded its offerings to include asset management and investment banking, with offices in Delhi, India, and Dubai, UAE. Vikas Gupta is recognized for his expertise in the SME-IPO circuit, having guided numerous small and medium-sized enterprises through successful capital market journeys. The firm's commitment to fiduciary values and client-focused innovation has been a cornerstone of its longevity and success.

SKG's offerings include an Alternate Investment Fund (AIF), specifically The SKG India Small & Midcap Fund, a Category III, Open-ended Fund. Through this fund, they apply an analytical approach to investments in small companies with high growth potential. In investment banking, SKG originates, structures, and executes public and private placements of equities, advising companies on IPOs and acting as underwriters, bookrunners, or merchant bankers. Their portfolio management services involve designing, implementing, and managing portfolios with well-researched investment policies and transparent practices. Additionally, SKG provides comprehensive family office services, assisting affluent families in growing, protecting, sharing, and enjoying their wealth.

The SKG team comprises dedicated professionals with expertise across various financial domains. Key members include Vikas Gupta (Managing Director), Luv Gupta (Director, Head of Derivatives and Trading Desk), and Kush Gupta (Director). The team also includes specialists in global business development, real estate family office services, CSR, marketing and strategy, investment banking analysis, operations, compliance, research, and client service. This diverse expertise allows SKG to offer a holistic and personalized service experience, fostering long-term relationships with clients and addressing a wide range of financial needs.