SAGEMONTANOFinancier AdvisorsContact

Financier Advisors

Your premier partner in IPO management and underwriting

Investment banking, private equity and capital advisory

ContactTrack Record
SAGEMONTANOFinancier Advisors

Facilitated fundraising for promoters and companies

  • ₹800 CrIn progress

    IPOConsumer packaging business

  • ₹50 CrIn progress

    Private placementHealthcare — hospital establishment

  • ₹2,000 Cr+Completed

    PE / M&A / IPOCumulative across sectors

Sun Gravitas, Satellite, Ahmedabad

  • ₹2,000Cr+

    Capital raised across private equity, M&A and IPO

  • 6IPOs

    Executed across multiple sectors

  • 40yrs

    Combined promoter experience

  • 7sectors

    From pharmaceuticals to technology

About

About the firm

Sage Montano Financier Advisors specialises in IPO management, IPO underwriting and private equity. With a legacy spanning over four decades, our promoters bring a wealth of experience and a proven track record.

The firm has been instrumental in the completion of private equity deals exceeding ₹2,000 crore, reflecting both our capability and our commitment to delivering exceptional financial solutions.

Sage Montano is your partner in navigating the financial landscape, offering expertise across IPO management, underwriting and private equity.

Mr. Shobhan Kumar PandyaManaging Director

Mission

Our mission

To deliver comprehensive and tailored financial solutions — from IPO management and underwriting to private equity and investment advisory. We create lasting value for our clients by leveraging decades of experience, a robust regulatory understanding, and a commitment to excellence in every transaction.

Vision

Our vision

To be the most trusted and innovative financial advisory partner, empowering businesses to achieve transformative growth through strategic capital solutions and market expertise. We envision a future where every emerging enterprise has access to world-class financial guidance and capital opportunities. By fostering transparency, integrity and client success, we aim to redefine standards in investment banking and advisory.

Services

Services

  • 01

    IPO Management

    Navigating an Initial Public Offering demands a deep understanding of regulatory frameworks, market dynamics and strategic planning.

    End-to-end preparation for public markets — readiness assessment, documentation, timeline and process management through to listing.

  • 02

    IPO Underwriting

    Structuring and support through the underwriting process.

    Working alongside institutional partners to give issuers confidence in subscription and pricing outcomes.

  • 03

    Strategic Planning & Advisory

    Capital strategy aligned to where the business is going, not only where it is.

    Pre-IPO funding, capital structuring, and sequencing of raises against growth milestones.

  • 04

    Financial Advisory

    Valuation, structuring and negotiation support across the transaction lifecycle.

    Deal origination through to close, with financial modelling and diligence built in.

  • 05

    Regulatory Compliance

    Regulatory strategy as a core part of transaction design.

    Decades of experience with the frameworks that govern public issues and private capital in India.

  • 06

    Portfolio Management

    Investment advisory across mutual funds and alternative investment products.

    Portfolio construction for resident and non-resident clients, with cross-border considerations addressed.

  • 07

    Family Office

    Structured wealth strategy for promoter families and family offices.

    Long-horizon planning that connects personal wealth to business capital decisions.

Approach

Approach

  1. 01

    Risk assessment and management

    Thorough risk assessment to identify potential challenges, and strategies to mitigate them.

  2. 02

    Pricing and valuation

    Accurate pricing and valuation are critical to the success of any public issue.

  3. 03

    Deal sourcing and origination

    Leveraging an extensive network to identify opportunities tailored to strategic goals.

  4. 04

    Due diligence

    Comprehensive diligence so every aspect of a potential investment is properly evaluated.

  5. 05

    Structuring and negotiation

    Structuring deals that maximise value, and negotiating terms aligned to client interests.

Leadership

Leadership

  • CFA
  • MBA Finance
  • LIFA
Shobhan Kumar Pandya, Managing Director
Managing Director · Investment Banking

Shobhan Kumar Pandya

Managing Director · Investment Banking

Shobhan Pandya brings over two decades of expertise in investment banking, capital markets and financial advisory. As Managing Director he leads the firm’s investment banking practice, with a focus on IPO advisory, pre-IPO funding and strategic capital structuring.

Over his 20+ year career he has been instrumental in executing transactions worth over ₹2,000 crore across pharmaceuticals, FMCG, textiles, chemicals and real estate. His domain expertise spans deal origination, financial structuring, regulatory strategy and capital mobilisation for high-growth companies.

He previously served as a Partner at Bon Proximo Advisors, and held leadership roles at Category I SEBI-registered merchant bankers including Nirbhay Capital and Corporate Strategic Alliance. At both firms he played a pivotal role in establishing their merchant banking divisions, and executed six IPOs across multiple sectors.

Experience
20+ years
Transactions
₹2,000 Cr+
IPOs executed
6

₹650 Cr+

Portfolio managed

Partner · Investment Advisory & Wealth Strategy

Kunal Trivedi

Partner · Investment Advisory & Wealth Strategy

Kunal Trivedi is a seasoned investment professional with over 20 years of expertise in wealth management, investment advisory and portfolio strategy, having worked with India’s leading private and corporate banking institutions. As Partner he drives the firm’s investment advisory vertical, with a focus on NRI wealth, mutual fund strategies and alternative investment products.

He has held senior roles at ICICI Bank, Kotak Bank, Yes Bank, Axis Bank, IDFC Bank and IndusInd Bank. Most recently he served as Assistant Vice President — Investment & Portfolio Management in NRI Banking, managing a portfolio exceeding ₹650 crore across mutual funds and Alternative Investment Funds.

He has developed deep relationships with high-net-worth clients and family offices across the UK, USA, UAE, Switzerland and Australia, offering solutions that align global opportunities with domestic regulatory frameworks.

Experience
20+ years
Regions
6

Coverage

Sectors

  1. 01Pharmaceuticals
  2. 02FMCG
  3. 03Textiles
  4. 04Chemicals
  5. 05Real Estate
  6. 06Manufacturing
  7. 07Technology

Coverage

Regions

  1. 01India
  2. 02United Kingdom
  3. 03United States
  4. 04United Arab Emirates
  5. 05Switzerland
  6. 06Australia

Track Record

Facilitated fundraising for promoters and companies

Successfully closed transactions in collaboration with family offices and private equity funds, working closely with investment funds to secure and finalise funding for a diverse range of businesses.

  • ₹800 Cr

    IPO

    Consumer packaging business

    In progress

  • ₹50 Cr

    Private placement

    Healthcare — hospital establishment

    In progress

  • ₹2,000 Cr+

    PE / M&A / IPO

    Cumulative across sectors

    Completed

Contact

Contact

shobhan@sagemontano.com

+91 98798 13407

136/137, Sun GravitasRadio Mirchi Road, SatelliteAhmedabad 380015, Gujarat, India
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