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The Swipe North Group

Advisory Across
Borders &
Generations...

Where consequential decisions find their direction.

A principal-led advisory group delivering management consulting, family office solutions, and capital strategy to businesses, promoters, and families with global ambitions.

20+
Years of Practice
CFO · COO
Fractional Leadership
HNI
Client Focus
Global
Multi-Jurisdiction
Global advisory
Principal-led advisory
20+
Years of Excellence
Who We Are

A group built for those
who think beyond borders.

Swipe North is a global advisory group founded on the belief that the most consequential wealth and business decisions require an advisor who thinks across disciplines, jurisdictions, and generations. We bring deep operating experience spanning financial management, strategic transformation, family office solutions, and capital structuring across international markets.

Every engagement is principal-led. We work closely with business owners, promoters, and families — not as service providers, but as trusted long-term advisors invested in the outcomes we recommend.

Independence
No product agenda. Advice shaped solely by your outcomes.
Depth
Senior principals on every engagement, without exception.
Discretion
Absolute confidentiality as a founding principle of practice.
Longevity
Advisors who stay — through decisions, transitions, and generations.
Management Consulting

Senior-led consulting for consequential business decisions.

Our consulting practice delivers the full spectrum of management advisory — from enterprise strategy and operational transformation to complex cross-border transactions and technology-led change.

01

Corporate Strategy

Long-horizon strategic planning, competitive positioning, portfolio strategy, and growth architecture for organisations navigating complex or disrupted markets.

Growth StrategyPortfolio DesignMarket Intelligence
02

Mergers & Acquisitions

End-to-end advisory across buy-side and sell-side transactions — origination, valuation, commercial due diligence, negotiation, and integration strategy.

ValuationDue DiligenceDeal Structuring
03

Technology Advisory

Digital transformation strategy, ERP selection and implementation, technology architecture review, and IT operating model design across industries.

Digital TransformationERPIT Strategy
04

Operations & Transformation

Process redesign, operating model transformation, performance improvement, and organisational restructuring for lean, resilient enterprises.

Process RedesignPerformanceRestructuring
05

International Business

Market entry frameworks, cross-border expansion, JV advisory, regulatory navigation, and jurisdiction-specific operating model design for global ambitions.

Market EntryJV AdvisoryCross-border
06

Fractional CFO & COO

Senior financial and operational leadership on a fractional basis — financial controls, management reporting, cash flow strategy, and board-level advisory.

Financial LeadershipReportingCash Flow
Capital & Wealth Advisory

Wealth strategy for those
who have built something
worth protecting.

Our capital management practice delivers bespoke family office and wealth advisory solutions to High Net Worth Individuals, Business Promoters, and Families — with a genuinely global mandate, structured through the appropriate framework for each client's circumstances.

01

Family Office Solutions

Comprehensive family office setup and management — governance frameworks, investment policy, consolidated reporting, and multi-generational wealth planning.

Family GovernanceOffice SetupReporting
02

Global Wealth Strategy

Cross-border wealth planning, asset allocation strategy, global portfolio structuring, and multi-jurisdiction wealth optimisation for HNIs and promoters.

Asset AllocationPortfolio StrategyCross-border
03

Estate & Succession Planning

360-degree estate planning and succession advisory — wills, trusts, holding structures, business succession, and generational wealth transfer for cross-border families.

Succession PlanningTrust StructuresEstate Planning
04

Capital Raising Advisory

Strategic capital raising support — investor readiness, fund-raise strategy, investor matching, and deal optimisation across private equity, venture, and debt channels.

Investor ReadinessPE & VCDeal Structuring
05

Cross-border Structuring

Jurisdiction-efficient wealth structures, holding company design, international trust advisory, and tax-efficient cross-border structuring for promoters and business families.

Holding StructuresTrust AdvisoryTax Efficiency
06

NRI & Returning Resident Advisory

Dedicated advisory for non-resident and internationally mobile clients — coordinating multi-jurisdiction assets, compliance, repatriation strategy, and residency-aligned planning.

NRI AdvisoryRepatriationCompliance
How We Work

A process built around your outcomes,
not our deliverables.

We begin every engagement by understanding what success looks like for you — not what a standard advisory process looks like for us. Our methodology is built around your timeline, your priorities, and the specific complexity of your situation.

01

Discovery

Deep listening before any recommendation. We map your full picture — business, wealth, family, goals, and constraints — before applying any frameworks.

02

Analysis

Rigorous assessment of your current position — financial, structural, strategic, and jurisdictional — to identify where the most material value can be unlocked or protected.

03

Strategy

A clear, actionable plan with explicit recommendations — not a list of options that shifts responsibility back to you. We tell you what we would do, and why.

04

Execution

We stay through implementation — coordinating with your stakeholders, advisors, and service providers until the outcome is achieved, not just delivered on paper.

"Wealth without strategy is temporary. Strategy without trust is ineffective. We provide both."
Swipe North — Advisory Philosophy
Who We Serve

Clients who have built
something significant.

Our clients share one defining characteristic — they are at a stage where the quality of their advisory relationships directly determines the trajectory of their wealth, their businesses, and their families' futures.

High Net Worth Individuals

Senior executives, entrepreneurs, and professionals with significant accumulated wealth seeking a trusted global advisor for wealth strategy, structuring, and long-term planning across jurisdictions.

Business Promoters & Families

First and second generation business owners managing the intersection of business wealth, personal wealth, family dynamics, and succession — requiring an advisor who understands all dimensions simultaneously.

SMEs & Growth Businesses

Mid-sized businesses seeking senior-level strategic and financial leadership — across strategy, operations, capital structure, and M&A through our consulting and fractional CFO practices.

Why Swipe North

What makes
the difference.

I

Two Decades of Trust

Built over twenty years of working closely with business owners, promoters, and families — relationships that endure because our advice has consistently been in our clients' best interests, not our own.

II

Multi-Disciplinary Under One Roof

Consulting, wealth advisory, capital management, and family office solutions within one trusted group — so nothing falls between advisors and every recommendation considers your full picture.

III

Genuine Global Capability

Operating entities across India and the UAE with client relationships spanning Asia, the Middle East, Europe, and the USA. Not global in aspiration — global in practice.

IV

Principal Access, Always

Senior principals are directly accessible throughout every engagement. We do not route client relationships through junior staff once the mandate is signed.

Begin a Conversation
The most important advisory relationships begin with a frank, unhurried conversation.

We work with a selective number of clients at any time — ensuring the depth of attention each relationship deserves. We welcome introductory dialogue to explore fit and scope.

Request a Conversation
Typical Engagement Profile
Relationship HorizonLong-term / Ongoing
Client ProfileHNI · Promoters · SMEs
Geographic ScopeCross-border
Engagement ModelRetainer / Project
Get in Touch

Start a
conversation.

Thank you for your enquiry.

A senior principal will be in contact within two business days.

Direct Contact
Registered Headquarters
Swipe North Capital Management LLP
India
Sales & Consulting
Swipe North Consulting FZ LLC
UAE
Client Focus
India  ·  Asia  ·  Middle East  ·  Europe  ·  USA
Phone
+91 6382744660
Email
info@swipenorth.co
Response Commitment
All enquiries acknowledged within one business day. Senior principal contact within two business days.

Regulatory Notice: Wealth management, family office, and capital advisory services are provided by Swipe North Capital Management LLP, a registered entity in India, operating within the applicable regulatory framework. Swipe North Consulting FZ LLC is a UAE Free Zone entity providing management consulting services only and does not provide regulated financial, investment, or wealth management services in the UAE or any other jurisdiction. Nothing on this website constitutes investment advice, a solicitation, or an offer to buy or sell securities in any jurisdiction. All services are subject to applicable laws and regulations of the relevant jurisdiction.