Family-owned businesses are vital to India’s economy, blending tradition with entrepreneurship. They face challenges in succession planning and should balance governance, compliance and emotional dynamics.

Puneet Sachdev

Partner, Tax, EY India

Transaction tax advisor and M&A professional with a diverse portfolio of Indian family-owned businesses and international investors. Passionate about client relationships and succession planning.

Puneet is a Partner at EY India with over 15 years of experience advising clients across diverse sectors, including consumer, manufacturing, industrials and infrastructure. He specializes in direct tax and advises companies on inbound and outbound transactions, acquisitions, joint ventures and corporate restructuring.

He also possesses domain knowledge and experience in estate and succession planning. Puneet has advised large Indian family business houses on transitioning and succession to their next generation.

Puneet is a Chartered Accountant and holds a bachelor's degree in commerce from Shri Ram College of Commerce, Delhi University.

How Puneet is shaping the future with confidence

I work with family-owned businesses to proactively plan succession, helping protect their legacy and positively impact the future of the business. I am optimistic that family-owned businesses will continue to fuel India's growth, allowing everyone to participate and benefit from it.

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