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LegaLogic advises Wealth Managers in its Strategic Tie-up with Scripbox

We are pleased to announce that LegaLogic Consulting advised Wealth Managers in its strategic tie up with Scripbox.

Wealth Managers is a leading Wealth Management firm based in Pune which caters customized wealth management solutions to High Net-worth Individuals, Corporates, Promoters of the Organizations, NRIs and Private Trusts in Pune and Mumbai. Wealth Managers provides Portfolio Management services, Distribution services and Investment Advisory services to its clients and handles an AUM of over INR 6,000 Cr.

The strategic tie up will allow Scripbox to leverage their collective wealth management experience, and jointly deliver data-driven personalised solutions for the growth and diversification of wealth for their clients. In addition to strengthening their offerings, it will enhance the company’s presence in key geographies and offer an amalgamation of traditional and digital solutions to cater to a full spectrum of customer needs.

LegaLogic (www.LegaLogic.co.in) was the sole legal counsel to Wealth Managers and its shareholders.  LegaLogic advised Wealth Managers on structuring, assistance on due diligence, negotiation and finalisation of documentation and closing of the transaction.

Bharat Phatak, Founder, Wealth Managers mentioned, “Joining hands with Scripbox gives us an opportunity to build long term investments based on rational and responsible approach, for a much larger section of investors. The core values of putting the investors’ interest first and having the foundation of asset allocation and rebalancing will only get enhanced.

We felt greatly supported by the LegaLogic team, led by founders, due to their integrity, clarity of thought, competence and taking ownership of the assignment with a constructive approach.”

Nikita Navindgikar, and Prashant Krishnani worked on the deal documentation with Vivek Sadhale and Vikas Agarwal. Kunal Dodeja worked on due diligence assistance and closing documentation. Payal Bhalinge assisted on the closing documentation with Pallavi Salunke.

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