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Engagement Models

Flexible Advisory Partnerships

Whether you are a promoter, board member, or CFO — choose the engagement model that best fits your capital advisory needs.

Our Engagement Models

Every advisory relationship is unique. We offer structured yet flexible engagement frameworks to match your strategic objectives.

Retainer Advisory

A monthly strategic advisory partnership that embeds KTGI as your ongoing capital intelligence partner. Retainer engagements provide continuous access to senior advisory — from CFO-level decision support and board MIS packs to rolling forecasts and capital strategy recalibration. This is our fastest-revenue model: immediate client pain, recurring retainers, and a short sales cycle. Ideal for companies that need permanent capital intelligence without the cost of a full-time senior hire.

Ideal For:

Mid-to-large Indian corporates seeking ongoing CFO advisory and capital intelligence. Promoter-led businesses that need a strategic finance extension. PE-backed companies requiring board-grade financial reporting and decision support.

Growth Retainer

Rs. 3–5 Lakh / month

Monthly strategic advisory for mid-size companies — includes CFO advisory, FP&A support, board MIS packs, and ongoing decision support.

  • Virtual CFO advisory, Rolling forecasts, Board MIS packs, Monthly strategy calls, Email and phone access to senior advisory team

Enterprise Retainer

Rs. 6–10 Lakh / month

Comprehensive capital advisory for large and PE-backed firms — includes embedded advisory presence, capital structure monitoring, investor readiness, and crisis support.

  • All Growth Retainer features, Embedded advisory presence, Capital structure monitoring, Investor and lender readiness, On-demand crisis support, Quarterly board presentations

Project-Based Advisory

Fixed-scope advisory mandates for specific capital challenges — from fund-raise readiness and capital restructuring to ESG framework development and turnaround situations. Project-based engagements deliver defined outcomes within agreed timelines and budgets. High-ticket, high-impact mandates that demonstrate KTGI's value through measurable results.

Ideal For:

Companies facing specific capital events — fund-raises, restructuring, M&A, or ESG compliance. Boards requiring independent capital advisory for strategic decisions. Promoters navigating turnaround or special situations.

Fund Readiness & Capital Structuring

Rs. 15–50 Lakh

Comprehensive capital readiness programme including capital structure optimisation, investor pitch development, financial modelling, and funding roadmap.

  • Capital structure analysis, Investor pitch deck, 5-year financial model, Funding roadmap, Due diligence preparation

ESG & Green Finance Frameworks

Rs. 20 Lakh – Rs. 1 Crore

End-to-end ESG and sustainable finance advisory including green bond framework development, carbon monetisation strategy, and ESG-linked funding readiness.

  • Green bond framework, Carbon monetisation strategy, ESG disclosure pack, Sustainability reporting, Investor-grade ESG documentation

Turnaround Mandates

Rs. 25 Lakh+ plus success fee

Urgent, high-intensity turnaround advisory including liquidity rescue, debt restructuring, lender negotiation, and business stabilisation.

  • 48-hour liquidity assessment, Debt restructuring plan, Lender negotiation, 90-day turnaround roadmap, Ongoing crisis support

Success Fee Advisory

Performance-linked advisory where KTGI's compensation is directly tied to capital outcomes — funds raised, capital freed, debt reduced, or transactions closed. This model aligns our economics with your success, ensuring complete commitment to delivering measurable results. No balance-sheet risk. Pure alignment between advisory effort and client outcome.

Ideal For:

Companies raising capital through debt or equity placements. Businesses seeking to monetise assets or close strategic transactions. Promoters wanting advisory aligned entirely with performance outcomes.

Capital Raise

1–3% of funds raised / monetised

Success fee linked to capital successfully raised or monetised — from equity placements and debt facilities to structured finance transactions.

  • End-to-end fund-raise execution, Investor targeting and engagement, Term sheet negotiation, Transaction closure support

Outcome-Based

Performance-linked bonuses

Performance-linked bonuses tied to specific financial outcomes — debt reduction, cost savings, covenant compliance restoration, or valuation uplift.

  • Defined performance metrics, Measurable outcome tracking, Milestone-based payments, Transparent success criteria
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FAQ

How We Engage

Every engagement starts with a confidential diagnostic conversation. We meet with your leadership team to understand your capital structure, growth ambitions, and immediate challenges. From this initial dialogue, we develop a tailored advisory proposal outlining scope, deliverables, timeline, and fees. There is no obligation at this stage -- the diagnostic conversation itself often provides valuable strategic clarity.

Retainer engagements typically run 6-12 months, with many clients extending into multi-year partnerships as their capital strategy evolves. Project-based mandates range from 8 to 16 weeks depending on complexity, while success fee engagements continue until the defined outcome is achieved. We are flexible and design timelines around your specific needs and pace of decision-making.

Yes, we support cross-border capital advisory for Indian companies expanding internationally and for global firms entering the Indian market. Our team has deep experience with international capital markets, cross-border regulatory frameworks, and global investor networks. We also work with NRI promoters and diaspora-led businesses seeking strategic capital advisory for their India operations.

Success fees are performance-linked and tied to measurable outcomes such as capital raised, cost savings achieved, or transaction value created. The exact structure is agreed upon upfront with complete transparency, typically comprising a modest retainer component plus a performance-linked fee triggered upon achievement of defined milestones. This ensures our interests are fully aligned with yours throughout the engagement.

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Ready to Design Your Next Capital Decision?

We help promoters, boards, and CFOs solve capital, cash flow, funding, and investor-readiness challenges. Schedule a confidential boardroom session with our advisory team.