Strategy that creates value.
Deals that build legacies.
For operating insurance businesses that want to grow profitably, transform distribution, form strategic partnerships, consolidate or exit, with senior, hands-on guidance from 25 years in the industry.
Four ways to work together
Business Growth Advisory
For operating insurance businesses looking to scale. We assess the business, set a growth and profitability roadmap and hold execution to account.
- Business and distribution assessment
- Growth and profitability roadmap
- Technology and operational recommendations
- Monthly leadership review and execution accountability
₹60,000 / month
Strategic Advisory
Senior strategic input for established insurance businesses, as an extension of your leadership team without a full-time hire.
- Leadership and business strategy
- Distribution transformation
- Strategic partnerships and expansion
- M&A opportunity assessment where applicable
₹1–₹2.40 lakh / month · scope-dependent
Strategic consulting projects
Defined-scope projects on market entry, product strategy, distribution transformation and competitive positioning.
- Market entry and new-line strategy
- Channel and distribution redesign
- InsurTech go-to-market and partnerships
- Investor readiness
Fixed project fee, quoted on scope
Leadership & mentoring
Mentoring leaders and InsurTech teams to build tech-enabled, well-run insurance businesses and stronger second lines.
- Leadership team coaching
- Sales and distribution leadership
- Building systems, not just headcount
Included in advisory retainers or quoted separately
Consolidation is coming. Be on the right side of it.
Mid-size brokers, IMFs and distributors face growing scale and compliance pressure. Whether you are acquiring, merging, partnering or planning an exit, I bring deal experience and deep industry understanding, with five successful mergers and acquisitions behind me.
Transaction-specific engagement
- Target identification and evaluation
- Acquisition and exit strategy
- Valuation perspective and deal structuring
- Negotiations
- Due diligence coordination
- Post-deal integration planning
Custom fee · separate engagement agreement · success fee where agreed
Getting deals done
Gurtej worked with us on our M&A transaction, and it was an excellent experience. He understood our business deeply, brought sound commercial judgement and kept things practical. Whether it was a difficult discussion, a tough negotiation or getting every stakeholder on the same page, he was there at every critical stage, and he drove the deal all the way to closure. If you're a business owner or investor looking for a hands-on M&A advisor who actually gets deals done, I'd recommend Gurtej without a second thought.
Gurtej helped me understand what my business was really worth and why. He walked me through the numbers patiently, answered every question, however basic, and made sure I went into every decision with my eyes open. For a business owner going through M&A for the first time, that clarity is priceless.
How every engagement runs
Client first
Your objectives set the agenda, not a template.
Industry insight
Strategy backed by how insurance actually works in India.
Execution focus
Measurable outcomes and regular accountability.
Long-term partnership
Relationships, not one-off transactions.
Confidentiality
Integrity and trust in every conversation.
No ambiguity on scope
- Your business context and objectives
- Problem statement and scope
- Deliverables and timelines
- Sessions and access arrangements
- Professional fees and payment schedule
- Confidentiality and termination terms
Coaching, consulting and transaction advisory are contracted separately. M&A mandates carry their own confidentiality, conflict-of-interest, scope and success-fee terms. Engagements involving regulated activities are accepted only where appropriate under applicable IRDAI requirements.
Let's build what's next.
Whether you want to scale, merge, exit or transform, start with a conversation.