
WE ARE IN THE BUSINESS OF RUNNING YOUR BUSINESS
CORE AREAS OF ADVISORY SERVICES
THE PANCHEE ADVANTAGE
FOCUS ON INVESTING.
WE DO THE REST.
Superior Solutions in Fund Operations, Marketing, Investor Relations, Human Resources, and Accounting.

MARKETING
INVESTOR RELATIONS
OPERATIONS
ACCOUNTING
HUMAN RESOURCES
OUR CAPABILITIES
OUR APPROACH
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Highly skilled in fund support solutions
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Deep experience from large financial institutions
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Combined industry experience of more than 70 years
OUR CAPABILITIES
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Best-in-class “Chief of Staff” services
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Laser-focused synchronization of functional areas
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Efficient and effective project management
ABOUT OUR TEAM

OUR SPECIALISTS
OUR APPROACH
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Cost effective bespoke offerings.
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Scalable with growing areas.
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Flexible—Customized for one-off need or fully integrated solutions across multiple business functions
OUR TEAM
Panchee Advisory is a woman-owned business that employs a group of qualified and highly skilled professionals who offer more than 70 years of combined experience from financial institutions such as Citigroup, JP Morgan Chase, Neuberger Berman, PricewaterhouseCoopers, and Arthur Andersen.
We take great pride in what we do, and are dedicated to providing exceptional service to our clients as we help turn their current challenges into future opportunities.
CONTACT US
© 2021 Panchee Advisory
www.pancheeadvisory.com + 212.500.1230 + inquiries@pancheeadvisory.com + 200 Business Park Drive, Suite 201 Armonk, NY 10504
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OPERATIONS
MARKETING
HUMAN RESOURCES
ACCOUNTING
INVESTOR
RELATIONS
PA MARKETING
PLAYBOOK

THE PANCHEE ADVISORYY
ADVANTAGE
OUR
SPECIALISTS
OUR
CAPABILITIES
OUR
APPROACH