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Mansha Plan
Tavinder Malhotra established Mansha Plan in 1982. The firm operates as a multi-family office that advises business families on generational wealth transfer.
Mansha Plan
Tavinder Malhotra established Mansha Plan in 1982. The firm operates as a multi-family office that advises business families on generational wealth transfer. Jagneet Malhotra serves as CEO and Hardi Anand as COO. Mansha Plan deploys capital through direct co-investments, SPVs, insurance-linked structures, and real estate. It targets InsurTech, PropTech, Healthcare Services, Media & Entertainment, and Sports & Wellness. Geographic reach centers on North America. The firm works exclusively by referral and maintains memberships in Family Enterprise Canada and the CFA Institute. No recent operational events from the last 24 months appear in public records. Team size and AUM remain undisclosed. Adjacent vehicles include the Mansha Plan Foundation, which partners on youth programming with entities such as the Federation of Black Canadians. The firm’s structure ties investment decisions to the founding family’s three-generation governance model, with continuity planning embedded in client mandates rather than separated into distinct fund vehicles.
General information
Firm type
Multi Family Office
Year founded
1982
Location
Region
North America
Country
Canada
City
Toronto
Corporate office
Suite 202, 47 Colborne St, Toronto, ON M5E 1E3, Canada
Principals
Tavinder Malhotra
Founder and President
Jagneet Malhotra
CEO
Hardi Anand
COO
Sector focus
Frequently asked questions
Who runs investment decisions at Mansha Plan?
Tavinder Malhotra serves as Founder and President. Jagneet Malhotra holds the CEO role and Hardi Anand serves as COO. Decisions follow the firm’s three-generation family governance model.
How does Mansha Plan source proprietary deal flow?
The firm works exclusively by referral from existing business-family clients. It maintains professional networks through Family Enterprise Canada and the CFA Institute.
Is Mansha Plan structured as a single family office or does it operate more like a venture firm?
Mansha Plan functions as a multi-family office. It offers integrated advisory and deploys via direct co-investments and SPVs rather than operating dedicated venture funds.
Does Mansha Plan participate in fund commitments or only direct deals?
The firm executes through direct co-investments, SPVs, insurance-linked vehicles, and real estate. No fund-of-funds commitments are disclosed.
Where does the underlying wealth come from?
Mansha Plan was founded by a business family and serves other business families with operating companies and multi-generational wealth.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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