Other Services
Non-Banking Finance Companies (NBFC)
- Obtain regulatory approval from the relevant regulators
- Compliance with policies, as per the concerned regulator
- Advice on income tax and applicable regulations
- Health check-up from tax and regulatory perspective
- Litigation services
- Direct tax compliance
- Indirect tax compliance
- Assistance in responding to queries from tax and regulatory authorities, etc
- Filing monthly Cibil report – consumer and commercial cibil
- Filing CERSAI records
- MIS for Management and Lenders
Start-ups advisory
We provide end-to-end assistance to start-ups. This incudes conceptualisation of investment/business structure from a tax and regulatory perspective, entity options, setting up (evaluating and supporting on available tax exemptions), securing registration with various regulatory authorities, planning and executing stock-based rewards and conducting vendor due diligences to facilitate fund raise and due diligences and providing structuring advisory for acquisition
CFO Services
Creating business value
A sound financial management is key for businesses today. It not only involves getting the numbers together to identify potential threats for your business but also assists in creating a roadmap for growth.
A chief financial officer (CFO) is an essential part of the organisation. While it is the CFO’s responsibility to ensure financial discipline, compliance and internal controls, the role also demands attention in defining business strategy, mitigating risks and mentoring the leadership.
As more finance leaders move from operational efficiencies to value creation with a focus on revenue growth and margin, they need an advisor who can help them manage and alleviate the risks associated with a growing business.
Business Consulting
The country’s eased regulatory scenario and improved ease of doing are increasingly offering opportunities to businesses to grow. We are engaged by family-owned businesses, private equity and venture capital funded businesses, widely-held companies and other organisations to assist them in developing and delivering strategic direction to the business.
We offer a bouquet of fully integrated strategic advisory services. Our extensive experience and in-depth knowledge combined with our collaborative approach helps dynamic businesses to grow.
Some of our key business consulting services include:
- Strategy planning and implementation: These services are aimed at assisting the top management of an organisation in deciding the strategic direction and ensuring their functional heads buy into the vision of the organisation. We do this through the following:
- Strategy action plans: Basis the strategy map developed in the workshop, our team collaborates with each functional team over a series of sessions to develop their functional strategy.
- Market assessments and competition landscaping: We help businesses become more aware of their market, operating landscape, competition and own positioning. Our business consulting services typically include market size (volume and value), growth (historical and projected), demand-supply gap analysis, price point analysis, value chain, competitor analysis, drivers/challenges and trends, relevant models showing the business strengths and positioning, etc.
- Business planning: We develop comprehensive financial projections through detailed financial models covering a period of 3-5 years based on detailed assumptions and management discussions. The assumptions cover the detailed market scenario, operating model, regulatory aspects, pricing and margins basis competition, supply chain model, fixed and variable expenses etc.
- Commercial due diligence: Companies preparing for a transaction or currently in an ongoing transaction need an analysis of the market and competition, supply chain and validation of the future projections of the business basis the management model, customer interviews, competition and market assessment. Along with these analysis, we also provide a reasonability assessment on the financial projections by the management along with a detailed report, which can be used by investors and financial institutions to formulate their view on the transaction.
- Annual operating plan (AOP): Our specialist team assists companies in preparing detailed AOPs and budgets from a bottom-up perspective. It spans across departments and covers complex modelling and validation exercises across levels — plant and machinery level, sales and marketing, HR, IT, etc. It also includes detailed workshops to kick off and set common top-down and bottom-up objectives.
- These AOPs are backed by detailed bottom-up functional level strategy action plans.
- We also undertake quarterly monitoring against the AOPs developed.
- Working capital optimisation: Our team can assess the opportunity of potential savings in working capital by optimising structural and operational processes, directly impacting working capital. This results in medium to long term sustainable savings rather than focusing on tactical levers to meet short-term goals. Key coverage includes:
- Identification of areas for cash flow leakage optimisation: Designing a diagnostic workshop to assess current processes, terms and compliance levels for accounts receivable, accounts payable, inventory and cash flow management
- Benchmarking the working capital position of competitors
- Quantification and reasons for pressure on margins, revenue leakage, structuring, relevant ratios etc.
- Quantification of sustainable savings opportunity
- Working capital and cash flow planning: Developing an implementation roadmap to deliver the identified savings
Private Client Services
While wealth is what excites everybody and draws utmost attention, it is good governance and robust compliance that ensures sustained wealth over generations
The drive, determination and never say die spirit is what drives family businesses. Studies have concluded that family-owned businesses tend to outperform non-family-owned businesses due to multiple reasons. Their long-term outlook, ability to resist the temptations of the capital markets, which usually react to short-term events and reward quarterly achievement of financial results, is what works in the favour of the former. Long-term view allows these businesses the ability to invest in their foundations, conduct research and development as well as other institution building initiatives.
However, challenges of succession, alignment of ownership interests and strategic outlook amongst family members are some of the challenges that more than half the family-owned businesses find when setting up a formal succession and retirement plan. Therefore, to perpetuate the business, it is imperative that the founder or the family patriarch implements a strategy that delivers these objectives.