Strategic consulting & M&A advisory

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.

How I create impact

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

Specialised M&A mandates

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

From M&A clients

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.
Rajesh AroraDirector, Viansh Insurance Broker, Gurgaon
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.
Jasvinder Singh SethiDirector, Mass Insurance Brokers Pvt. Ltd.
My approach

How every engagement runs

01

Client first

Your objectives set the agenda, not a template.

02

Industry insight

Strategy backed by how insurance actually works in India.

03

Execution focus

Measurable outcomes and regular accountability.

04

Long-term partnership

Relationships, not one-off transactions.

05

Confidentiality

Integrity and trust in every conversation.

Every proposal includes

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.

Ready when you are

Let's build what's next.

Whether you want to scale, merge, exit or transform, start with a conversation.