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Financial & Business Advisory Services Corporate Governance, Secretarial & Compliance Support Regulatory & Tax Compliance Transaction Support & Legal Advisory Capital Raise & SME IPO Readiness

Financial & Business Advisory Services

  1. End-to-End Finance Management
    • End-to-End accounting and finance support, including outsourced bookkeeping, assignment- based work, MIS/reporting delivery and statutory compliances
  2. Virtual CFO & Strategic Business Support
    • Strategic financial leadership for planning, budgeting, forecasting and KPI tracking
    • Business model refinement, unit economics, cost optimization and decision-support for CXOs/CEOs
    • Hands-on support for board reporting and investor relations
  3. Financial Reporting & Analysis
    • Preparation of general, special-purpose, statutory, and annual financial statements
    • IFRS/US GAAP conversion, account translation and XBRL-compliant reporting
    • Variance analysis and in-depth performance reviews across profitability, cash flow and working capital efficiency
  4. Systems Implementation & Process Design
    • ERP and financial systems implementation & review
    • SOP design, internal controls setup and process re- engineering for scale and audit-readiness

Corporate Governance, Secretarial & Compliance Support

  1. Secretarial Compliance Services
    • Complete secretarial support including ROC filings, statutory register maintenance and policy drafting
    • Advisory on-board structure, committee formation and governance benchmarking
    • Internal compliance reviews to identify risk areas and strengthen governance systems
  2. Meeting & Reporting Support
    • Drafting notices, agendas, board resolutions, director9s reports and another related document as per prescribed Secretarial Standards
  3. Entity Lifecycle & Equity / Capital Planning
    • Incorporation, conversion, winding up, MSME/startup registrations, and regulatory licensing support for companies (including Section 8), LLPs, trusts, and partnership firms
    • Drafting and implementation of ESOP policies in line with regulatory requirements and founder objectives

Regulatory & Tax Compliance

  1. RBI, FEMA & Forex Compliance
    • End-to-end support on FDI/ODI, SMF/FLA filings and coordination with AD bankers
  2. Direct Tax Advisory & Strategy
    • Corporate and international tax planning, transfer pricing, tax due diligence, structuring and incentive advisory
  3. Indirect Taxation (GST)
    • Registration, compliance, return filing, liability mapping, input optimization and refund assistance
  4. Sector-Specific Regulatory Support
    • Comprehensive compliance tracking for AIFs, startups, and SMEs, with real-time dashboards for monitoring statutory obligations and regulatory requirements

Transaction Support & Legal Advisory

  1. Deal Structuring & Advisory
    • Legal and commercial advisory across transactions, including review, drafting Term Sheets, Share Subscription Agreements (SSAs), Shareholders' Agreements (SHAs), and Deeds of Adherence (DOA)
    • Support in negotiating key rights (e.g., liquidation preference, board rights, drag/tag, anti-dilution, etc.)
    • Cap table modeling and founder dilution impact mapping
  2. Diligence, Tracking & Documentation
    • Secretarial and financial due diligence
    • Setup and management of data rooms, CP (Conditions Precedent) and CS (Conditions Subsequent) tracking
    • Monitoring of promoter obligations and reserved matters under SHA for investor
  3. Capital Raise & SME IPO Readiness Support
    • Fundraising strategy, investor collateral preparation, pitch deck development, and alignment of financial narratives with investor expectations
    • End-to-end SME IPO readiness support, covering eligibility assessments, cap table and valuation preparation, and guidance on post-listing compliance

Capital Raise & SME IPO Readiness

  1. Fundraising Strategy & Investor Collateral
    • Strategic advisory on capital-raising plans, valuation readiness, and investor approach.
    • Development of financial models, pitch decks, and investor narratives aligned with business objectives and market positioning.
  2. SME IPO Preparation & Execution Support
    • End-to-end readiness assistance for companies planning to list on SME exchanges, including eligibility assessment, due diligence support, and coordination with merchant bankers and auditors.
    • Preparation of governance frameworks, valuation reports, and compliance systems to ensure a smooth transition from private to listed entity.

Client Served

Startups & Founders
  • Guidance on entity structuring, licensing, and early-stage compliance
  • Support with financial models, investor readiness, and ESOP design
MSMEs & Growing Businesses
  • Scalable finance, tax, and compliance systems
  • Support with digitization, cost control, and performance tracking
Established Corporates
  • Robust corporate governance and strategic financial advisory
  • Complex compliance management and transaction support
VC/PE-Backed Companies
  • Investor reporting, cap table hygiene, and deal documentation
  • Ongoing regulatory, financial, and legal compliance post-investment
Cross-Border Entities / Foreign Subsidiaries
  • FEMA/RBI/FDI/ODI compliance
  • International tax, transfer pricing, and regulatory structuring
Investment Managers, AIFs & Family Offices
  • AIF compliance, fund structuring, financial reporting
  • Due diligence and transaction assistance for portfolio investments