Services

Strategic advisory, backed by a full statutory practice.

Two integrated practices under one roof — high-end strategic advisory for capital decisions, and a complete chartered accountancy practice for everything below the line.

Practice One

Strategic Advisory

Mandate-based advisory for investors, treasuries and growing businesses.

Market Advisory

For investors and treasuries with active capital — a written market strategy, sized positions and a hedging discipline that survives volatility.

Representative offerings

Portfolio strategy and asset allocation review
Hedging advisory across equities, indices and currencies
Derivatives structuring — options, futures and combination strategies
Market risk assessment and exposure mapping
Tactical opportunity reviews and macro briefings

Suited for

HNI investors · Family offices · Corporate treasuries · Active business owners

CFO Advisory

Virtual CFO support for SMEs and growing businesses — bringing finance discipline, MIS clarity and capital strategy without the cost of a full-time hire.

Representative offerings

Virtual CFO and finance leadership engagements
Cash flow planning and working capital optimisation
MIS development and monthly business performance reviews
Budgeting, forecasting and variance analysis
Fundraising advisory — debt, equity and structured instruments
Profitability improvement and cost structure reviews

Suited for

Founder-led SMEs · Growth-stage companies · Promoter groups · Family businesses

Transaction Advisory

Independent advisory for one-time capital decisions — from diligence and structuring to negotiation support and closing.

Representative offerings

Buy-side and sell-side diligence support
Deal structuring and instrument design
Valuation review and price negotiation framework
Capital structure planning around the transaction
Post-deal integration and reporting setup

Suited for

Promoters evaluating exits · Acquirers · Investors entering or exiting positions

Risk & Structuring Advisory

Designing the policy layer that sits above every market and treasury decision — so risk is governed, not just monitored.

Representative offerings

Treasury and investment policy design
Counterparty, concentration and liquidity risk frameworks
Currency and interest rate exposure structuring
Hedging policy documentation and board reporting
Capital allocation and surplus deployment frameworks

Suited for

Corporate boards · CFO offices · Family office governance · Trustees

Practice Two

Compliance & Statutory Services

Chartered accountancy services for entities at every stage — incorporation through audit and ongoing compliance.

Incorporation of Companies, LLPs & Firms

End-to-end entity setup — from name reservation and drafting to MCA registration and post-incorporation compliance kick-off.

Representative offerings

Private Limited, OPC and Public Limited company incorporation
Limited Liability Partnership (LLP) registration
Partnership firm and proprietorship registration
Conversion: firm → LLP, LLP → company, OPC → Pvt Ltd
Startup India and DPIIT recognition
PAN, TAN, GST and other registrations bundled at incorporation
Drafting of MoA, AoA, LLP agreement and partnership deeds

Suited for

Founders launching new ventures · Promoters restructuring entities · Family business reorganisation

Audit & Assurance

Statutory, internal and special-purpose audits delivered with technology-aided workpapers and a documented audit trail.

Representative offerings

Statutory audit under the Companies Act and LLP Act
Tax audit under section 44AB of the Income Tax Act
Internal audit and concurrent audit engagements
Stock, receivables and revenue audits
GST audit and reconciliation reviews
Forensic and investigative audits
Due diligence and limited-scope reviews

Suited for

Companies · LLPs · Partnership firms · NBFCs · Co-operatives · Trusts and societies

Income Tax Advisory & Compliance

Tax planning, return filing and assessment representation across individuals, businesses and complex structures — with capital-markets fluency.

Representative offerings

Tax planning for individuals, HUFs, firms, LLPs and companies
ITR preparation and filing across all return types
Capital gains structuring — equities, F&O, real estate, ESOPs
TDS compliance, returns and reconciliation
Notice and assessment representation
Reassessment, appeals and CIT(A) / ITAT support
Cross-border tax matters, DTAA and NRI taxation
Advance tax computation and quarterly reviews

Suited for

Individuals · Professionals · Promoters · Companies · NRIs · Family offices

GST Advisory & Compliance

Full-stack GST coverage — from registration through monthly returns to litigation — with a focus on input credit accuracy and audit readiness.

Representative offerings

GST registration, amendments and de-registration
Monthly and quarterly returns — GSTR-1, 3B, 9, 9C
Input tax credit reconciliation and 2A/2B matching
E-invoicing, e-way bill and IRN setup
GST audit, annual return and reconciliation statement
Refund applications, including export and inverted-duty
Departmental representation and notice handling
GST litigation and appeals support

Suited for

All GST-registered businesses · Exporters · E-commerce sellers · Manufacturers · Service providers

Engagement Model

Retainer, project or outcome — aligned, not transactional.

Retainer

Monthly or quarterly fee for ongoing advisory, compliance and access — predictable, dedicated capacity.

Project

Fixed-scope, fixed-fee engagements — incorporation, audit cycles, transaction support, one-off mandates.

Success Fee

Where applicable, an outcome-linked fee aligns incentives with measurable wins — capital raised, savings delivered.

Discuss a mandate