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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.

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MARKETING

INVESTOR RELATIONS

OPERATIONS

ACCOUNTING

HUMAN RESOURCES

OUR CAPABILITIES

OUR APPROACH

  • Highly skilled in fund support solutions

  • Deep experience from large financial institutions

  • Combined industry experience of more than 70 years

OUR CAPABILITIES

  • Best-in-class “Chief of Staff” services

  • Laser-focused synchronization of functional areas

  • Efficient and effective project management

   ABOUT OUR TEAM

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OUR SPECIALISTS

OUR APPROACH

  • Cost effective bespoke offerings.

  • Scalable with growing areas.

  • 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

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  • Instagram

© 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

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THE PANCHEE ADVISORYY

ADVANTAGE

OUR

SPECIALISTS

OUR

CAPABILITIES

OUR

APPROACH

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