Practice Areas

COMPREHENSIVE Professional SOLUTIONs

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.

Assurance & ReportingTax & RegulatoryDeals & Corporate FinanceRisk & GovernanceStartup AdvisoryGlobal Mobility & FEMACorporate ComplianceManaged ServicesPrivate Client

Assurance & Financial Reporting

Assurance & Financial Reporting

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.

  • Annual return and financial statement filings
  • Event-based ROC filings (director changes, share allotments, charges)
  • 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

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We are available to discuss your situation and outline the scope of assistance we may be able to provide. Initial discussions are without obligation.

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