We provide integrated financial, regulatory, strategic, and operational advisory services — designed to support businesses at every stage of growth, from startups to large corporates and multinational groups.
Helping organisations strengthen transparency, governance, financial integrity, and stakeholder confidence through independent examination and advisory.
01
Statutory Assurance
Independent audit under applicable statutes.
We conduct statutory audits under the Companies Act and other applicable legislation — providing stakeholders with the independent assurance they require on the truth and fairness of financial statements.
Statutory audit under Companies Act, 2013
Audit of trusts, societies, and NGOs
Audit of co-operative societies and housing societies
Reporting under CARO and other regulatory requirements
02
Internal Assurance & Financial Controls
Strengthening controls and governance from within.
Our internal assurance practice helps organisations identify control weaknesses, process gaps, and compliance risks — while assisting boards and management in designing and evaluating internal financial controls to meet regulatory expectations.
Internal audit and process review
Internal Financial Controls (IFC) design and testing
SOX compliance and controls documentation
Risk and control matrix development
Board and audit committee advisory
Corporate governance review and benchmarking
03
Accounting Advisory
Technical accounting guidance for complex transactions.
We provide technical accounting guidance on complex transactions, new standards, and financial reporting matters — helping finance teams navigate Ind AS, IFRS, and other frameworks with confidence.
Ind AS and IFRS implementation and transition
Accounting for complex transactions (M&A, ESOPs, leases)
Financial statement preparation and review
Restatement and error correction advisory
Accounting policy development and documentation
04
Specialised Assurance & Certifications
Agreed-upon procedures and statutory certifications.
We issue certifications and conduct agreed-upon procedures that require the independent sign-off of a Chartered Accountant — covering net worth, turnover, UDIN-backed certificates, and lender certifications.
Net worth and turnover certificates
UDIN-backed certifications for regulatory purposes
Agreed-upon procedures engagements
Lender certifications (end-use, stock, book-debt)
Utilisation certificates for grants and government schemes
Tax & Regulatory Services
Tax & Regulatory Services
Delivering integrated tax and regulatory solutions aligned with business strategy — covering direct tax, indirect tax, transfer pricing, and international tax.
01
Direct Tax
Corporate and personal tax compliance and advisory.
Our direct tax practice covers the full lifecycle of corporate and personal tax — from planning and structuring to compliance, reporting, and representation before tax authorities.
Corporate income tax planning and compliance
Personal income tax advisory and filing
Capital gains structuring and optimisation
Tax due diligence for M&A transactions
02
Indirect Tax & GST
End-to-end GST compliance and advisory.
We manage the full GST compliance lifecycle — registration, monthly and annual filings, reconciliation, and advisory — so businesses stay ahead of notices and penalties.
GST registration, amendments, and cancellations
Monthly, quarterly, and annual return filing
Input tax credit reconciliation and optimisation
Advisory on classification, exemptions, and rates
03
International Tax & Transfer Pricing
Cross-border tax structuring and compliance.
We advise on the tax implications of cross-border transactions — covering transfer pricing documentation, FEMA compliance, and international tax structuring for multinationals and outbound investors.
Transfer pricing study and documentation
Advance Pricing Agreement (APA) advisory
Country-by-Country Reporting (CbCR) compliance
International tax structuring for inbound and outbound investment
Tax treaty analysis and withholding tax advisory
04
Tax Audit & GST Audit
Statutory tax audits under the Income Tax Act and GST law.
We conduct tax audits under the Income Tax Act and GST audits — providing the independent attest function that only a Chartered Accountant can discharge.
Tax audit under the Income Tax Act
GST audit and annual return (GSTR-9C)
Form 3CD preparation and certification
Identification and reporting of disallowances and adjustments
Coordination with statutory auditors for integrated reporting
05
Tax Litigation & Representation
Representation before tax authorities and appellate forums.
We represent clients in income tax and GST disputes — from responding to notices and assessments through to appeals before the Commissioner (Appeals), ITAT, and GST appellate authorities. Our approach combines technical rigour with a clear understanding of the litigation process.
Response to income tax notices and scrutiny assessments
Representation before Assessing Officer and CIT(A)
Appeals before the Income Tax Appellate Tribunal (ITAT)
GST notices, show-cause responses, and adjudication
GST appeals before the Appellate Authority and GSTAT
Advance rulings and rectification applications
Deals, Transactions & Corporate Finance
Deals, Transactions & Corporate Finance
Supporting strategic transactions and capital decisions with commercial insight and financial rigour — from due diligence to fundraising and post-deal integration.
01
Transaction Advisory
Financial due diligence for acquisitions and investments.
We provide buy-side and sell-side financial due diligence — giving acquirers, investors, and sellers a clear picture of the financial position, risks, and opportunities in a transaction.
Buy-side and sell-side financial due diligence
Quality of earnings analysis
Working capital and net debt assessment
Identification of deal risks and adjustments
Post-acquisition integration support
02
Valuation of Shares & Business
Independent valuations for regulatory and commercial purposes.
We provide independent valuations of shares, businesses, and intangible assets — for M&A, FEMA, IBC, court proceedings, and commercial purposes, with statutory valuations conducted by an IBBI-Registered Valuer.
Business valuation for M&A and investment
Share valuation
Valuation for scheme of arrangement and merger
Intangible asset and brand valuation
Fairness opinions for related-party transactions
03
Capital Fundraising Advisory
Investor-ready financial advisory for growth capital.
We assist businesses in preparing for fundraising — from financial modelling and investor-ready documentation to structuring the transaction and supporting negotiations.
Financial modelling and projections
Investor-ready information memoranda
Valuation and fairness opinions
ESOP design, structuring, and valuation
Term sheet review and transaction structuring
04
Mergers & Acquisitions
End-to-end M&A advisory and structuring.
We advise on the financial, tax, and structural aspects of mergers, acquisitions, demergers, and restructurings — coordinating across disciplines to ensure every dimension of the transaction is addressed.
M&A structuring and tax optimisation
Business valuation for M&A
Scheme of arrangement and merger advisory
Regulatory filings and compliance for M&A
Post-merger integration and accounting
05
Project Financing
Structured financing for infrastructure and capital projects.
We advise on the financial structuring of large-scale projects — helping promoters, developers, and sponsors secure debt and equity financing on terms that are commercially sound and bankable.
Project finance structuring and feasibility advisory
Debt syndication and lender coordination
Preparation of detailed project reports (DPR) and information memoranda
Financial modelling for infrastructure and capital projects
Liaison with banks, NBFCs, and development finance institutions
Risk Advisory & Governance
Risk Advisory & Governance
Helping organisations proactively manage risk, strengthen controls, and improve resilience — across enterprise risk, governance, internal controls, and technology risk.
01
Governance Advisory
Strengthening board and management governance.
We advise boards, audit committees, and management on governance frameworks — helping organisations meet regulatory expectations and adopt best-practice governance structures.
Corporate governance review and gap analysis
Board and committee effectiveness review
Related-party transaction governance
Whistleblower policy and vigil mechanism design
Governance reporting and disclosure advisory
02
Internal Controls & Compliance Advisory
Strengthening compliance frameworks across the organisation.
We advise on the design and effectiveness of internal controls and compliance frameworks — helping organisations build robust controls environments and meet regulatory requirements with confidence.
Internal controls framework design and documentation
Compliance programme design and implementation
Policy and procedure development
Regulatory compliance health checks
Compliance monitoring and reporting frameworks
CFO Advisory & Finance Management
CFO Advisory & Finance Management
Building future-ready finance functions that drive performance, agility, and strategic decision-making — through virtual CFO services and FP&A
01
Virtual & Fractional CFO
Senior financial leadership without the full-time cost.
We provide virtual and fractional CFO services to growing businesses — delivering the financial leadership, strategic oversight, and investor-facing capability that a full-time CFO would provide.
Financial strategy and planning
Investor relations and fundraising support
Board and management reporting
Cash flow management and treasury oversight
Finance team mentoring and capability building
02
FP&A & Business Performance
Data-driven planning and performance management.
We help finance teams build robust FP&A capabilities — covering budgeting, forecasting, variance analysis, and management reporting that drives better business decisions.
Annual budgeting and rolling forecast processes
Management reporting and KPI dashboards
Variance analysis and business performance review
Scenario modelling and sensitivity analysis
Finance business partnering support
03
Cash Flow & Working Capital
Optimising liquidity and working capital efficiency.
We assist businesses in understanding and improving their cash flow position — identifying working capital inefficiencies and implementing processes that improve liquidity.
Cash flow forecasting and monitoring
Working capital cycle analysis
Debtor and creditor management review
Inventory optimisation advisory
Banking and credit facility advisory
Startup & Emerging Business Advisory
Startup & Emerging Business Advisory
Partnering with founders and high-growth businesses through every stage of the growth journey — from incorporation and compliance to fundraising and scale.
01
Startup Advisory
End-to-end support for early-stage businesses.
We provide founders with the financial, regulatory, and structural support they need at the early stage — covering incorporation, compliance, and the financial foundations for growth.
Company incorporation and structuring
Startup India registration and DPIIT recognition
Regulatory compliance setup (GST, PF, ESI, PT)
Founders' agreement and equity structuring advisory
Early-stage financial modelling and projections
02
Growth Enablement
Scaling financial operations for high-growth businesses.
As businesses scale, their financial and compliance requirements grow in complexity. We help high-growth companies build the systems, processes, and governance structures they need to scale sustainably.
Finance function design and process documentation
ERP selection and implementation advisory
Compliance calendar management
Investor reporting and data room preparation
Pre-IPO readiness and financial restructuring
03
Managed Finance Support
Outsourced finance operations for growing businesses.
We provide managed finance support to businesses that need reliable, professional financial operations without the overhead of a full in-house team.
Bookkeeping and accounts management
Payroll processing and compliance
Monthly MIS and management accounts
Accounts payable and receivable management
Year-end accounts preparation and audit support
Global Mobility, FEMA & International Business
Global Mobility, FEMA & International Business
Enabling compliant and efficient cross-border business operations — for multinationals, outbound investors, NRIs, and businesses with international operations.
01
FEMA Advisory
Foreign exchange compliance for cross-border transactions.
We advise on the Foreign Exchange Management Act (FEMA) implications of inbound and outbound transactions — covering FDI, ODI, ECB, and remittances.
FDI structuring and compliance
Overseas Direct Investment (ODI) advisory
External Commercial Borrowings (ECB) compliance
FEMA compounding and regularisation
RBI reporting and filings (FC-GPR, FC-TRS, ODI forms)
02
Cross-Border Transactions
Tax and regulatory advisory for international transactions.
We advise on the tax, regulatory, and structural aspects of cross-border transactions — helping businesses and investors navigate the intersection of Indian and international law.
Cross-border M&A and investment structuring
Holding company and SPV structuring
Repatriation and dividend advisory
Double taxation avoidance treaty analysis
Permanent establishment risk assessment
03
Global Mobility & Expat Advisory
Tax and compliance for internationally mobile individuals.
We advise internationally mobile individuals — expatriates, NRIs, and returning residents — on their Indian tax obligations, FEMA compliance, and financial planning.
NRI and expat income tax advisory and filing
Residential status determination
FEMA compliance for NRI investments and property
Repatriation of funds and assets
Tax equalisation and shadow payroll advisory
Private Client Services
Private Client
For individuals, families, and family offices, we provide integrated financial counsel — coordinating across tax, estate, succession, and wealth structuring so that every decision is financially sound.
01
Wealth & Tax Planning
Integrated planning for individuals and families.
We advise HNIs and family offices on the structuring of personal wealth — covering income tax planning, investment structuring, and the efficient management of assets across generations.
Personal income tax planning and optimisation
Capital gains planning on investments and property
NRI and returning resident tax advisory
Investment holding structure design
Annual compliance and filing management
02
Succession & Estate Planning
Orderly transfer of wealth across generations.
We assist families in planning the orderly transfer of wealth — through trusts, family settlements, and governance frameworks that reflect the family's intentions and minimise future disputes.
Estate planning and succession advisory
Private family trusts and HUF structuring
Family settlement and partition agreements
Nomination and beneficiary planning
Succession advisory for family businesses
03
Family Office Advisory
Governance, reporting, and compliance for family offices.
We provide end-to-end advisory to family offices — covering entity structuring, regulatory compliance, consolidated MIS reporting, investment governance, and the ongoing coordination of financial matters across the family's interests.
Family office entity structuring and governance
Regulatory compliance for investment vehicles
Consolidated financial reporting, MIS, and multi-entity accounting
Investment performance tracking and reporting
Related-party transaction advisory
Coordination with investment managers and advisors
Periodic review meetings and governance support
04
Property & Asset Transactions
Financial advisory on real estate and assets.
We advise on the acquisition, disposal, and structuring of real estate and significant assets — covering tax implications and transaction documentation from an integrated financial perspective.
Tax planning for property transactions
Capital gains structuring on real estate
Gift and inheritance of immovable property
FEMA compliance for NRI property transactions
Financial structuring for asset acquisitions
05
Acting as Trustee / Executor / Administrator
Independent fiduciary services for estates and trusts.
We act as trustee, executor, or administrator of estates and trusts — providing independent fiduciary oversight, professional accountability, and continuity across the administration of a family's affairs.
Acting as trustee for private family trusts
Executor services for estate administration
Administrator for intestate estates
Fiduciary oversight and reporting to beneficiaries
Coordination with legal advisors on estate matters
Corporate & Regulatory Compliance
Corporate & Regulatory Compliance
Ensuring that businesses meet their ongoing corporate, secretarial, and regulatory compliance obligations — with professional sign-off where required by statute.
01
Corporate Secretarial Support (ROC)
End-to-end ROC compliance and company-law filings.
We provide comprehensive corporate secretarial support — covering annual and event-based ROC filings, certified e-forms, and company-law advisory, with professional sign-off where required by statute.
Certified e-forms requiring professional certificate
Maintenance of statutory registers and records
Company law advisory and compliance calendar management
Coordination with company secretaries for integrated compliance
02
Corporate Restructuring Advisory
Scheme certifications and restructuring advisory.
We advise on corporate restructuring — covering mergers, demergers, and capital restructuring — with scheme certifications, court valuations, and Registered Valuer sign-offs handled by the CA firm.
Merger and demerger advisory
Capital reduction and restructuring
Scheme of arrangement under Companies Act
Court valuation and scheme certification
Post-restructuring compliance and integration
03
Regulatory Advisory (Non-Tax)
Advisory on non-tax regulatory compliance.
We advise on non-tax regulatory compliance matters — covering SEBI, RBI, and sector-specific regulations across listed companies, NBFCs, and regulated entities.
SEBI compliance advisory for listed companies
RBI regulatory compliance for NBFCs and fintechs
Sector-specific regulatory advisory
Regulatory filing and disclosure support
Liaison with regulatory authorities
04
POSH Compliance & Training
Prevention of Sexual Harassment — compliance, training, and IC support.
We assist organisations in meeting their obligations under the Prevention, Prohibition and Redressal of Sexual Harassment at the Workplace Act, 2013 — covering Internal Committee constitution, policy drafting, annual compliance, and awareness training for employees and management.
Internal Committee (IC) constitution and documentation
POSH policy drafting and review
Annual compliance report preparation and filing
Awareness and sensitisation training for employees
Training for IC members on inquiry procedures
Advisory on complaint handling and inquiry process
05
Independent Director Services
Qualified Independent Directors for boards of companies.
We provide qualified Independent Directors for the boards of private and public companies — supporting governance, audit committee oversight, and regulatory compliance with the Companies Act, 2013. Our Independent Directors bring financial and regulatory expertise to board deliberations.
Appointment of Independent Directors under Companies Act, 2013
Audit Committee membership and oversight
Board-level financial and regulatory advisory
Compliance with ID declaration and registration requirements
Annual performance evaluation support
Guidance on related-party transactions and conflict management
Managed Services & Outsourcing
Managed Services & Outsourcing
Providing reliable, professional outsourced finance and compliance operations — so businesses can focus on growth while we manage the financial back-office.
01
Finance & Accounting Outsourcing
Bookkeeping and accounting managed end-to-end.
We provide outsourced finance and accounting services — covering bookkeeping, accounts management, and financial reporting — so businesses have accurate, timely financial records without building an in-house team.
Bookkeeping and day-to-day accounts management
Accounts payable and receivable processing
Bank reconciliation and ledger maintenance
Monthly management accounts preparation
Year-end accounts preparation and audit support
02
Compliance Outsourcing
Managed compliance across tax and regulatory obligations.
We manage ongoing compliance obligations on behalf of clients — covering GST, TDS, payroll, and ROC compliance — so businesses stay current with their regulatory calendar without internal overhead.
GST return filing and compliance management
TDS / TCS compliance and return filing
PF, ESI, and payroll compliance
ROC and company-law compliance calendar
Compliance health checks and gap assessments
03
Shared Services Support
Operational finance support for shared service centres.
We provide operational finance support to shared service centres and businesses with centralised finance functions — covering process management, reporting, and financial operations.
Shared service centre setup and process design
Intercompany accounting and reconciliation
Centralised payroll and compliance processing
Financial reporting and consolidation support
Process documentation and SOP development
Enquire about a specific matter
We are available to discuss your situation and outline the scope of assistance we may be able to provide. Initial discussions are without obligation.