Advisory & Compliance
for Every Stage of
Your Business Journey

Strategic finance advisory — financial modeling, pitch books, valuation, M&A — alongside rigorous tax, GST, corporate compliance, and digital marketing. One firm across the full spectrum.

PRACTICE 01 · STRATEGIC FINANCE

Financial
Modeling

Institutional-grade financial models built for investor scrutiny, board decision-making, and credit committee review. Every assumption documented, every output auditable and explainable.

Three-StatementDCFLBO Scenario AnalysisSensitivity Tables
Request a Model →
Deliverables
  • Integrated 3-Statement Model
    P&L, Balance Sheet, and Cash Flow fully linked with automated reconciliation. 5-year projections with monthly Year-1 granularity.
  • DCF Valuation with Sensitivity
    Discounted Cash Flow with WACC derivation, terminal value (Gordon Growth & EV/EBITDA exit), two-way sensitivity on WACC and growth rate.
  • Scenario & Stress Testing
    Base, Bull, and Bear cases with a management assumptions dashboard. Monte Carlo simulation available for infrastructure or real estate mandates.
  • Executive Dashboard
    One-page dynamic output sheet with key metrics, charts, and ratios formatted for board or investor presentation — printer-ready, no formulas visible.
Toolkit
Microsoft ExcelPower BI Python · PandasBloomberg Data
PRACTICE 02 · STRATEGIC FINANCE

Pitch Books &
Information Memoranda

We craft the documents that open boardrooms and close deals. Our pitch books combine rigorous financial analysis with compelling narrative — built to survive questions from seasoned investors and credit committees.

Investor Pitch DeckInformation Memo CIMTeaserLender Pack
Start a Pitch Book →
Deliverables
  • Investor Pitch Deck (Seed to Series B)
    12–20 slide narrative covering problem, solution, market sizing, business model, traction, team, financials, and ask — with custom visual identity.
  • Information Memorandum (IM / CIM)
    30–60 page confidential document covering company overview, industry context, financial history, projections, management profiles, and transaction rationale.
  • Bank / Credit Committee Pack
    Structured lender presentations including DSCR analysis, collateral schedules, promoter profiles, and repayment structure aligned with bank requirements.
  • Anonymous Teaser & NDA Package
    4–6 page teaser to distribute before NDA execution, protecting confidentiality while generating investor interest.
Toolkit
PowerPointAdobe InDesign FigmaWord / PDF
PRACTICE 03 · STRATEGIC FINANCE

Business
Valuation

Independent, defensible valuations across all methodologies. For M&A negotiations, ESOP issuance, regulatory filings, or shareholder disputes — our reports hold up under examination.

DCFEV/EBITDA Precedent CompsNAVESOP
Commission a Valuation →
Deliverables
  • Multi-Method Valuation Report
    Triangulated valuation using DCF, public market comparables, and precedent transaction analysis — with a concluded value range and recommended anchor point.
  • ESOP / Fair Value Certificate
    Valuation certificate for ESOP grant pricing, private placement compliance, and Form FC-GPR / SH-7 reporting under Companies Act and FEMA.
  • Purchase Price Allocation (PPA)
    Post-acquisition intangible asset identification and valuation for Ind-AS 103 compliance — customer relationships, IP, brand, and goodwill treatment.
Standards Applied
Ind-AS 113ICAI Guidelines SEBI RegulationsFEMA / RBI
PRACTICE 04 · STRATEGIC FINANCE

CMA Reports &
Project Finance

India-specific credit documentation engineered to satisfy bank credit committees. CMA data, DSCR workings, and project viability reports that are banker-ready from day one.

CMA DataDSCR Working CapitalDPRTerm Loan
Get CMA Report →
Deliverables
  • CMA Data Package (RBI Format)
    3 years of audited actuals, current year estimates, and 5-year projections with ratio analysis — compatible with SBI, PNB, HDFC, and all major lenders.
  • DSCR & Cash Flow Analysis
    Year-wise DSCR computation with EMI schedules, moratorium planning, and sensitivity to revenue downside — demonstrating repayment capacity across stress scenarios.
  • Detailed Project Report (DPR)
    Comprehensive project reports for greenfield or expansion financing covering cost of project, means of finance, capacity utilization, break-even, IRR and NPV.
Loan Types Covered
Term LoansCC / OD Limits MSME / MudraInfrastructurePMEGP
PRACTICE 05 · STRATEGIC FINANCE

M&A Transaction
Advisory

End-to-end transaction support for acquisitions, divestments, and joint ventures — from target identification through financial due diligence to deal closure documentation.

Buy-SideSell-Side FDDDeal StructuringJV Advisory
Discuss a Transaction →
Deliverables
  • Financial Due Diligence (FDD)
    Quality of Earnings, normalized EBITDA, working capital assessment, debt-like items, and off-balance sheet exposures — Red Flag or full FDD report.
  • Deal Structuring & Valuation Bridge
    Enterprise value to equity value bridge, purchase price adjustment mechanisms, earn-out structuring, and post-closing working capital true-up frameworks.
  • Vendor Due Diligence (VDD)
    Seller-commissioned financial analysis to accelerate buyer diligence, reduce information asymmetry, and strengthen negotiating position.
Deal Types
MSME M&AFamily Business Sale PE ExitsCross-Border JVs

Compliance & Statutory Services

The foundation every capital decision rests on — handled with the same rigour as our strategic advisory work.

Tax, GST, Corporate, Creative & Digital Services

Comprehensive compliance coverage that keeps your business penalty-free, audit-ready, and structurally sound — all year round.

🧾

Income Tax

ITR filing for individuals, firms, companies, and trusts. Tax planning, advance tax computation, TDS compliance, and notice handling across all income types.

  • ITR-1 through ITR-7 filing for all categories
  • New vs old tax regime analysis and planning
  • Advance tax computation and quarterly tracking
  • TDS deduction, payment, and return filing
  • Income tax notice response and representation
  • Capital gains tax computation and planning
Enquire →
📋

GST Compliance

End-to-end GST management — from registration through annual returns — ensuring your ITC is maximised and compliance is airtight.

  • GST registration (regular, composition, LUT)
  • GSTR-1, GSTR-3B monthly/quarterly filing
  • GSTR-9 and GSTR-9C annual return preparation
  • GSTR-2B reconciliation with purchase register
  • GST department notice responses (ASMT-10, DRC-01)
  • QRMP scheme evaluation and filing
Enquire →
🏢

ROC & Company Law

Complete corporate lifecycle support — from incorporation through annual filings — keeping your entity compliant with the Companies Act 2013.

  • Pvt Ltd / LLP / OPC / Nidhi incorporation
  • Annual return (MGT-7) and financial filing (AOC-4)
  • Director KYC (DIR-3 KYC) annually
  • Charge creation, satisfaction, and modification
  • Share transfer, allotment, and SH-7 filings
  • Change of directors, address, and name
Enquire →
📊

Accounting & Bookkeeping

Accurate, audit-ready books maintained monthly — with MIS reporting, P&L analysis, and balance sheet management for businesses of all sizes.

  • Monthly bookkeeping on Tally / cloud platforms
  • P&L, balance sheet, and cash flow statements
  • Bank reconciliation and ledger management
  • Monthly MIS reports for management review
  • Payroll accounting and PF/ESI compliance
  • Year-end closing and audit-ready finalization
Enquire →
🎨

Design & Creative Services

Professional brand identity, presentation design, and video content for businesses that want to look as credible as they are.

  • Brand identity and logo design
  • Pitch deck and investor presentation design
  • Brochures, letterheads, and business stationery
  • Social media creatives and digital banners
  • Corporate video editing and promotional reels
  • Affidavit drafting and notary documentation
Enquire →
📣

Digital Marketing

Result-driven digital marketing to grow your brand's online presence — from search visibility and paid ads to social media management and content strategy.

  • Search Engine Optimisation (SEO) — on-page & off-page
  • Google Ads & Meta Ads campaign management
  • Social media marketing (Instagram, Facebook, LinkedIn)
  • Content marketing and blog strategy
  • Email marketing campaigns and automation
  • Analytics, reporting, and ROI tracking
Enquire →
Not sure where
to start?

Schedule a free consultation and tell us about your business. We'll scope the right engagement within 24 hours.

Get Free Consultation +91 8770828208
Every Mandate Starts with a Conversation

Tell Us About Your Requirement

Whether a financial model, pitch book, tax filing, or GST query — we respond to every enquiry within one business day.

Get Free Consultation Call +91 8770828208