Interactive Business Journey
Map Your Business Journey
Finance and governance rarely mature at the same pace. Find where your business actually sits on each — and which decisions come next.
Five quick questions place you on both tracks — no email required.
Governance & Board Advisory
“Build the governance, accountability and decision-making structures your growth requires”
A standing governance partner for your board — the judgement a company usually gets only after hiring one full time.
We help with- Board calendar, agendas and papers
- Governance scorecard and MIS for the board
- Statutory and regulatory oversight
- Independent judgement on board decisions
Personal liability, disqualification and D&O exposure — mapped, reduced and defended before a regulator asks.
We help with- Personal liability and disqualification mapping
- D&O exposure review and reduction
- Board evidence trail and record-keeping
- Regulator-response preparation
Governance for a regulated balance sheet — where the RBI’s view of your board decides whether the licence holds.
We help with- RBI compliance framework and reporting
- Board and committee governance design
- Fit-and-proper, KYC and risk-management policies
- Supervisory inspection preparation
Build the governance, accountability and decision-making structures required as your business grows.
We help with- Board composition and charter design
- Decision rights and delegation of authority
- Governance scorecard and board MIS
- Founder–board alignment and succession
The board’s administration held to an investor-grade standard — records, meetings and disclosures that survive scrutiny.
We help with- Board and general-meeting management
- Statutory registers and minutes
- Event-based ROC filings and disclosures
- Corporate governance calendar
Fractional CFO & Management Advisory
“Senior financial leadership without a full-time CFO”
The 90 days of preparation that decide whether capital arrives on your terms or theirs.
We help with- Debt-versus-equity route assessment
- Restated financials and a defensible model
- Cap table clean-up and instrument structuring
- Diligence-ready data room
Senior financial leadership without a full-time CFO.
We help with- Financial planning & forecasting
- Management reporting
- Cash-flow & working-capital strategy
- Decision support for founders and boards
Books that stay current — because every lender, investor and management decision starts there.
We help with- Monthly book-keeping and close
- Management reporting pack
- Ind AS / GAAP-aligned financial statements
- Audit-ready ledgers and schedules
Salaries, statutory dues and labour filings — accurate every month, and defensible when inspected.
We help with- Monthly payroll processing
- PF, ESI and professional-tax compliance
- Labour-law registers and filings
- Payroll policy and structuring
Business Structuring & Transition
“Build the structure your next stage needs”
Build the structure your next stage needs — what worked when the business was smaller may not work for the business you are becoming.
We help with- Entity, ownership and succession design
- Founder → professional management transition
- Governance framework and delegation of authority
- Tax and stamp-duty-safe conversion sequencing
Pvt Ltd, LLP, OPC or a holding structure — chosen for where the business is going, not just where it starts.
We help with- Entity choice — Pvt Ltd, LLP, OPC or holding
- Incorporation and founding documents
- Founder shareholding and vesting design
- Post-incorporation registrations
DPIIT recognition, the 80-IAC holiday and angel-tax relief — claimed properly, and structured so you can actually use them.
We help with- DPIIT recognition application
- Section 80-IAC tax-holiday positioning
- Angel-tax exemption and valuation support
- Structuring so benefits can actually be used
Trademarks, copyrights and assignments — so the brand and the code sit inside the company before anyone puts a value on it.
We help with- Trademark, copyright and design filings
- IP assignment from founders and contractors
- Brand and code ownership mapping
- IP position for investor diligence
Due Diligence & Transaction Advisory
“Judgement before signature — on either side of the table”
Buy-side and sell-side diligence, strategic mergers and the agreements that hold them — judgement before signature.
We help with- Buy-side and vendor due diligence
- Deal structuring and risk pricing
- Drafting & Review of Shareholders’ Agreements (SHA/SSA)
- Post-signing integration planning
The 12 to 24 months before listing — financials, governance and equity story rebuilt to public-market standard.
We help with- IPO readiness diagnostic and gap closure
- Financial and governance transformation
- Equity story and investor narrative
- Listing process and merchant-banker coordination
Transaction structuring, transfer pricing and tax positions — for decisions where tax decides the outcome.
We help with- Transaction tax structuring
- Transfer-pricing policy and documentation
- Tax positions on restructuring and exits
- Advance rulings and dispute strategy
Statutory, internal and management audits planned risk-first — findings ranked by what they actually cost you.
We help with- Statutory and internal audit planning
- Risk-ranked findings and remediation
- Management and special-purpose audits
- Audit-committee reporting
India Entry & Cross-Border Advisory
“Enter, operate and grow across markets with the right structure”
Helping businesses enter, operate and grow across markets — with the right structure and local insight.
We help with- Entry-vehicle and structure selection
- Incorporation, licences and registrations
- Funding, governance and reporting set-up
- Local management and board arrangements
Inbound and outbound capital structured for tax, treaty position and repatriation — decided before the money moves.
We help with- Inbound and outbound investment structuring
- Treaty, tax and repatriation analysis
- FEMA, RBI and ODI/FDI compliance pathway
- Holding-company and jurisdiction selection
Inbound and outbound capital structured to hold — FDI, ODI, ECB and the reporting that keeps the position clean.
We help with- FDI, ODI and ECB structuring
- RBI reporting and compounding
- Cross-border ownership and repatriation
- Regulatory position on foreign transactions
Indian subsidiaries for foreign groups, and overseas structures for Indian ones — one team holding both rulebooks.
We help with- Indian subsidiary for foreign groups
- Overseas structures for Indian businesses
- Jurisdiction, tax and treaty selection
- Group governance and reporting lines
Compliance & Tax Support
“The statutory layer, handled quietly beneath the advisory”
Every licence, registration and return your entity carries — on one calendar, with one accountable owner.
We help with- Single compliance calendar across entities
- Licence and registration tracking
- Owner-assigned filings and reminders
- Compliance dashboard for management
Returns, reconciliations, refunds and notices — held to a monthly discipline by a specialist who knows your file.
We help with- Monthly returns and reconciliations
- Input-credit matching and refunds
- Notice and assessment handling
- GST position on new transactions
Returns, advance tax, TDS and assessments — planned across the year, not assembled in March.
We help with- Advance tax and TDS planning
- Return preparation and filing
- Assessment and appeal representation
- Tax position on major decisions
Annual and event-based MCA obligations tracked for the company and every director — before the ₹100-a-day meter starts.
We help with- Annual MCA filings for company and directors
- Event-based forms and resolutions
- Director KYC and disqualification checks
- Obligation mapping for every corporate action
Not sure which program fits? That’s the first conversation.
Tell us where you are and where you’re headed — a senior advisor will map the exact services you need (and the ones you don’t).