Outbound Advisory
Navigating Transactions with Precision and Expertise
Unleashing Global Investment Opportunities
Internationalization is a critical phase in business expansion, and understanding the intricacies of global markets, supply chains, and compliance is paramount when taking this significant leap.
At PNAM, we offer expert guidance in navigating the complexities of international expansion, particularly in compliance with the Foreign Exchange Management Act (FEMA). Our expertise lies in ensuring that resident individuals and Indian companies can seamlessly establish corporate entities & make investments outside India, avoiding potential hurdles that may arise due to unfamiliarity with FEMA regulations.
Our Expertise
As Indian businesses venture into international markets, concerns surrounding business, tax, and regulatory aspects become a focal point. These concerns encompass both the Indian perspective and the regulations in the target country, requiring a well-structured approach to ensure compliance and efficiency. Our services are designed to address these multifaceted challenges, providing tailored solutions for seamless cross-border expansion. PNAM assists resident individuals and Indian companies in planning their global investments and international growth strategies, guiding them through the complexities of overseas markets with clarity and confidence. From structuring foreign entities and navigating legal frameworks to optimizing tax liabilities and mitigating risks, we ensure a well-rounded approach. With a cautious yet strategic outlook, we help you limit business risks, capitalize on global opportunities, and achieve a smooth, secure, and successful international expansion.
How we can assist you
Our experienced team specializes in providing outbound investment advisory services and structuring to Indian companies seeking to expand overseas
Investment strategy
Our team helps design compliant structures for outbound investments, safeguarding against regulatory complexities, identifying capital mixture for investments and extent of investments, transaction structure, fund raise and exit strategies. Further to advise on cross-border investment strategies and suggestions for obtaining optimal ownership/jurisdiction structures for investment into a particular jurisdiction which includes setting up an international holding company, global sales company, etc.
Regularizing existing JV/ WOS
For companies with existing Joint Ventures (JV) or Wholly Owned Subsidiaries (WOS) outside India, we offer specialized services to ensure compliance with evolving regulatory requirements. Our expertise covers legal and financial restructuring, tax compliance, and adherence to foreign exchange regulations, helping businesses navigate complex international frameworks seamlessly. Additionally, we assist clients in the strategic disinvestment of their overseas investments, providing guidance on valuation, transaction structuring, and regulatory approvals.
Valuation Advisory
Through our network of associates, we provide expert advice on valuing shares when acquiring an existing Joint Venture (JV) or Wholly Owned Subsidiary (WOS). Our valuation services take into account financial performance, market trends, regulatory considerations, and strategic synergies to ensure accurate and well-informed decision-making. We employ industry-standard methodologies, such as discounted cash flow (DCF), comparable company analysis, and asset-based valuation, to determine fair value and optimize investment outcomes.
Compliance Guidance
We provide assistance in obtaining approvals from the Reserve Bank of India/regulatory authorities that may be required in matters concerning ODI including to assist the client with various one-time and ongoing reporting requirements, including Annual Performance Reports (APR) and Form ODI returns, drafting and review of necessary contracts to ensure clients meet all regulatory obligations.
Your Gateway to global investments
We’ve established a robust network of partners in key overseas destinations, including the UK, US, Canada, Europe, Singapore, Africa, Australia, the Middle East, and beyond. This extensive network enables us to provide seamless, on-the-ground support tailored to the unique regulatory, financial, and business environments of each region. By collaborating closely with our global partners, we offer comprehensive advisory services that facilitate smooth cross-border transactions, market entry strategies, compliance management, and investment planning. With PNAM, you gain access to a well-connected, expert-driven ecosystem that ensures your international business ventures are strategically positioned for success.
