Boutique BFSI Advisory

Strategic financial advisory for business guidance

A boutique financial advisory firm empowering growth through structured debt & equity syndication, corporate assurance and strategic advisory — aligning 95 years of collective BFSI expertise with your ambitions.

95+
Years Collective Experience
7
Practice Areas
₹500Cr+
Facilities Structured
Privy Advisory financial advisors in consultation
Banks◆NBFCs◆Alternative Investment Funds◆Institutional Lenders◆Private Equity◆Family Offices◆ Banks◆NBFCs◆Alternative Investment Funds◆Institutional Lenders◆Private Equity◆Family Offices◆
“
Our Philosophy

We believe capital should enable ambition, not constrain it. We provide tailored financing and advice, built on trust, integrity, discretion and strong relationships.

Trust

Discretion in every engagement

Strategy

Bespoke financial architecture

Integrity

Aligned with your ambition

Privy Advisory wealth advisor consulting with clients
Transparent & Trusted Advisory
About Privy Advisory

Boutique advisory,
comprehensive solutions.

We are a boutique financial advisory firm specialising in comprehensive solutions for modern businesses and high-net-worth individuals. From debt & equity syndication to strategic partnerships, we align our expertise precisely with your growth goals — delivering tailored solutions for even the most complex financial challenges.

95 Years Collective Experience

Combined BFSI experience across our directors and advisory bench.

Strategic Networks

Deep relationships with Banks, NBFCs, AIFs, institutional lenders & investors.

Partner with us
Our Leadership

Meet our directors

Three seasoned BFSI professionals bringing 95 years of collective experience across banking, capital markets and corporate advisory.

Director portrait

R. Suresh

Director

  • Distinguished banking career with over 35 years of experience, including 26+ years with HDFC Bank.
  • Former Executive Vice President & Regional Head, HDFC Bank, Tamil Nadu.
  • Extensive expertise in lending, credit governance, and portfolio management.
Executive Profile
Director portrait

BBS Moni, FCA

Director

  • Chartered Accountant and seasoned professional with over 20 years of experience in lending.
  • Held leadership roles with Cholamandalam, Magma Housing, HDFC Bank, and Veritas Finance.
  • Expertise in credit strategy, risk governance, and building robust lending frameworks.
Executive Profile
Director portrait

G. Sathyanarayanan

Director

  • Seasoned banking professional with over 30 years of experience in driving Business growth, Operational Excellence and P&L performance.
  • Held senior leadership positions with RBL Bank, HDFC Bank and ICICI Bank, extensive experience across South India.
  • Expertise encompasses consumer and business banking, strategic growth, relationship management and stakeholder engagement, with a strong track record of building businesses and leading teams.
  • Holds a Bachelor's degree and a Management qualification.
Executive Profile

Director names and detailed biographies can be added — share them and we will update this section.

Core Financial Services

Seven practices, one partner

Specialised advisory built to help businesses and individuals secure capital, stay compliant, protect assets and grow with confidence.

01

Debt & Pre-IPO Equity

SME & Mid Corporate

Structured financing for complex debt requirements and strategic dilution for accelerated growth — term loans, working capital, project finance and pre-IPO equity.

View products
02

Trade Advisory Services

Domestic & International

  • Letter of Credit & SBLC
  • Bank Guarantee & Buyers Credit
  • Packing Credit & Proof of Funds
03

Tax Planning & Advisory

Individual and corporate tax optimisation strategies.

  • Tax-efficient structures
  • Compliance management
  • International tax planning
04

Fractional CFO

& Company Secretary Services

Access high-level executive expertise without the full-time cost — strategic guidance for operational excellence with remote leadership and flexible engagement.

05

Real Estate Advisory

Strategic asset acquisition guidance for warehouses, industrial properties, factories and commercial spaces — with comprehensive due diligence and market insights.

Learn more
06

Operational Excellence

Cost efficiency and productivity enhancement initiatives to optimise your business operations — driving cost optimisation and measurable performance gains.

07

General Insurance Advisory

Risk Protection & Claims

  • Fire, property & marine cover
  • Group health & employee benefits
  • Liability, credit & claims assistance
Debt & Equity Syndication

A full suite of financing products

Structured financing solutions for complex debt requirements — across Mid Corporate and Retail segments.

Mid Corporate

  • Term Loans
  • Working Capital Loans (Cash Credit & Overdraft)
  • Loans Against Securities (Shares, Mutual Funds, FDs & SGB)
  • Construction Finance
  • Medical Equipment Loans
  • Unsecured Business Loans to MSMEs up to ₹10 crore (CGTMSE)
  • Inventory Finance for land developers & builders
  • Acquisition Finance
  • Construction Equipment Loans
  • Bill Discounting Facilities
  • Supply Chain Financing
  • Loans against collaterals — Hospital Buildings, Educational Institutions & land
  • Project Financing

Retail

  • Home Loans

    Financing for your dream home with competitive, tailored terms.

  • Business Loans

    Tailored funding solutions to power your business growth.

  • Loan Against Property

    Unlock the value of your property for personal or business needs.

Enquire about a loan
Real Estate & Capital Advisory

Large real estate acquisition guidance

Expert consultation for acquisition and development, pairing strategic market insight with comprehensive due-diligence support.

Warehouses & Industrial Properties

Strategic acquisition and development guidance.

Factories & Manufacturing Facilities

Comprehensive due diligence and feasibility studies.

Commercial Spaces & Office Complexes

Market analysis and investment optimisation.

Get Real Estate Advisory
Real estate and capital advisor at a commercial property
Why Privy Advisory

What our clients gain

Speed & Efficiency

Swift access to capital through streamlined processes and proven methodologies.

Market Knowledge

Competitive rates matched precisely to your risk profile and business stage.

Strategic Guidance

Expert advisory perfectly aligned with your long-term growth objectives.

Knowledge Centre

Latest updates & government schemes

Curated official resources on the MSME segment, credit guarantee schemes and policy updates our clients can act on.

Get in Touch

Ready to elevate your business?

Contact Privy Advisory for tailored financial solutions and expert advisory. Our team responds promptly and in confidence to discuss your requirements.

Email
consult@privydirect.in
Corporate Office
O-Square 36/2B Mount Poonamallee Road, St. Thomas Mount, Chennai 600016
Registered Office
Plot No. 59 Paari Street, VGP Shanti Nagar, Pallikaranai,
Chennai 600100

We respond within one business day. Your details stay strictly confidential.