The firm intends to add value to clients through the provision of the following services, by drawing on the domain experience of the founders :
The advisory services is a vast arena and no list can be exhaustive. It may cover transactional or business specific advice, for example, strategy development or implementation. This may also involve financial due diligence, for a joint venture or merger or an acquisition or for capital raising. The firm is adept at developing and offering tailored, innovative, and comprehensive solutions for specific client business needs. Areas covered include
We advise on best practices, policies, processes and frameworks to ensure good corporate governance at Board level. This would help the client build trust with investors and other stakeholders including regulators and employees.
We can conduct reviews on business processes flows and policies and identify potential loopholes. Based on such reviews, we would provide solutions to mitigate the risks identified during such reviews.
We also conduct internal audits of specific areas of the client’s organization and provide our feedback and inputs.
We undertake independent review of specific areas such as payment processes, internal controls, etc which may be of concern to management, and suggest mitigation steps to address shortcomings.
We advise management on framework of KPIs / Performance measures to enable them review, control and direct organization performance.
We also assist in implementation of reporting structures and reports for the above.
We provide assistance in re-engineering of finance processes to enable clients cope with environment changes.
We perform the initial diagnosis, determine the target state and assist in carrying out the necessary actions for an optimal setup of finance function including assistance in development of financial policies and internal controls, in accordance with the best industry practices.
We conduct reviews of annual financial reports (10K) and provide inputs on enhancing the quality of disclosures.
Our value added inputs help improve the confidence of investors and other stakeholders like banks, in the company’s business and management.
We can also help companies write prospectuses ( business and financial review sections).
We also assist in development of investor packs and investor presentations to enable clients communicate effectively with the investor community and also approach prospective investors.
As an independent reviewer, we can provide reasonableness assurance on the client’s financial control processes.
We can also conduct benchmarking exercises wherein we compare the client’s financial ratios with other firms, along with other financial analysis to provide insight to management on potential areas of improvement.
We advise and assist non resident Indians with all financial related services particularly tax planning, advise on asset allocationand investments, as also dealing with various regulatory bodies including tax and other filings. We also assist Indians settled abroad in liquidation / sale of assetsin India and repatriating the sale proceeds from India.
Companies may find themselves short of resources or expertise to handle exceptional requirement which can be one off or rare occurrence. Given our expertise, experience and in-depth knowledge we provide various corporate services on requirement basis. These services typically cover -
We can perform in depth evaluation of financial data and develop due diligence questionnaires for various purposes such as Credit, Investments, potential acquisition / merger targets etc.
We assist clients in developing financial models that helps the business forecast future financial performance.
The models will consider the key variables that drive business performance.
The client can use these to analyse how a business will react to different economic situations or events before the company commits any funds or efforts toward it.
We can conduct financial valuation of businesses and arrive at enterprise value. We provide financial models to forecast the expected cashflow and profit projections.
We can also provide reports on valuation of business to enable client meet regulatory / business requirements.
We provide expert advise to clients on their funds position, requirements in the near future and effective management of the same going forward.
Development of investor packs and investor presentations to enable clients project right image and facts while approaching prospective investors.
Develop financial restructuring proposals for borrowers affected by diminished cashflows from the pandemic.
This would enable borrowers to approach and negotiate with their banks and other lenders.
Provide assistance to entrepreneurs to set up a professional finance function for their start-ups.
We can also assist them reach out to potential investors.
Outsourcing of activities enables the entity to reduce cost and leverage on the expert’s contribution for better performance. With our experience in handling senior level positions in finance function, the firm provides professional and quality services in handling outsourcing activities along with maintaining the confidentiality that may be required on the data. The firm provides outsourcing services which covers -
For small entities, we can provide Virtual CFO services where the client has access to an experienced finance professional, who will provide typical finance services – financial, management and regulatory reporting, performance analytics and planning, at a fraction of the cost of a full-time employee.
For Medium scale entities, we can assist in setting up of a finance department on a “Build-Operate-Transfer” method, with proper polices and procedures, including assistance in recruiting appropriate resources.
We assist clients in system selection.
We can also assist clients in implementation and program / project management of financial system solutions – which can range from core systems to reporting systems.
We can provide assistance to clients in staffing of senior level positions in their organization.
We provide hands on training and guidance on various accounting process such as IFRS standards and basic financial accounting.