HelioFin!
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info@heliofin.com
Singapore | India
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Clarity in Capital,
Precision in Growth
A cross-border advisory platform connecting India
and the global capital markets
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Insight in Strategy, Confidence in Every Decision Without consulting, plans stay as plans. View services Precision in Deals, Strength in Expansion Without consulting, plans stay as plans. View services

A boutique financial and technology advisory firm, backed by a Singapore family office

Co-founders and partners have leadership experience in Big 4 firms, Investment Banks and Technology consulting firms with a cumulative experience of 100+ years.

HelioFin partners with Private Equity/ VC funds, Family offices and Promoters as a value-creation and exit-readiness advisor to their portfolio companies. The firm also assists portfolio companies in identifying and engaging strategic and financial investors, including family offices, Corporate Venture Funds of conglomerates, Sovereign wealth funds and long-term capital providers across Singapore, the Middle East, and Japan.

The firm

works alongside fund managers, family offices, promoters and operating partners to accelerate scalable growth through targeted digital transformation, operational discipline, governance frameworks and management decision-support frameworks.

HelioFin’s

mandate is focused on improving portfolio quality, expanding exit optionality, and enabling successful follow-on capital raises or partial and full liquidity events.

Networks that span sectors

Over more than 20 years, we’ve fostered trusted relationships across government, industry and global forums.

Our logo

signifies not just strength and power but also trust and dependability aligning ourselves to our client’s objectives.

Why HelioFIn Advisory

A one-stop-shop with focused services – HelioFin Advisory is an alternative to traditional investment banks and technology consulting firms

Our Approach Across Company Lifecycle

End-to-end support from fundraising to exit, powered by digital transformation and value creation.

At HelioFin, we support businesses across every phase of growth—from fundraising and expansion to transformation and exit. Our approach combines investment advisory, value creation, and digital transformation to help companies scale with confidence. We work alongside leadership teams to unlock capital, improve operational performance, strengthen market positioning, and drive technology-led efficiencies. Whether it is strategic expansion, restructuring, or exit readiness, our focus is on creating sustainable long-term value and enabling businesses to grow with clarity and purpose.

 

100%

BUILD

Fund Raising, Technology infrastructure setup, Process digitization, Data analytics/ MIS implementation
100%

SCALE

Operational excellence, Performance optimization, Market positioning, Exit Readiness assessment
100%

EXIT

Value Maximization, IPO readiness and assistance, Strategic buyer engagement, Secondary funds, Sovereigns, Global CVCs

Our Cumulative Team Credentials

Extensive experience advising on a wide range of transactions and engagements across diverse sectors.

Advised several global and Indian companies in a variety of sectors such as consumer, industrials, packaging, IT Services, electricals, flow control, chemicals, financial services and infrastructure from a buy side and sell side deal advisory perspective.

Worked on more than 75+ valuation engagements from a deal advisory, regulatory and financial reporting perspective

0 B+
USD
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Funds Advised
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Engagements
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Sectors Covered

OUR TEAM
-Built on Expertise. Driven by Results.

Backed by extensive experience across domestic and international markets, our professionals work closely with clients to drive informed decisions, scalable growth, and successful outcomes.

We understand the importance of approaching each work integrally and believe in the power of simple.

Melbourne, Australia
(Sat - Thursday)
(10am - 05 pm)