Financial Planning, Budgeting & Forecasting

• Design and implementation of annual and rolling budgets
• Monthly variance analysis with actuals vs. forecasts
• Scenario-based financial modeling and cash flow forecasting
• Business performance dashboards and KPI tracking

Accounting Oversight & MIS Reporting

• Supervision of accounting team and review of books of accounts
• Periodic financial reporting (monthly, quarterly, annual)
• Preparation of MIS reports tailored to management needs
• GAAP/Ind-AS compliance and reconciliations

Strategic Financial Advisory

• Business planning support for scaling and growth
• Financial health check-up and strategy refinement
• Working capital optimization and liquidity management
• Cost-benefit analysis and profitability improvement initiatives

Tax Strategy & Regulatory Compliance

• End-to-end compliance with Income Tax, GST, TDS, and other fiscal laws
• Tax structuring and planning to minimize tax exposure
• Handling of audits, notices, and representation before authorities
• Expert handling of Form 15CA/CB and DTAA interpretations for cross-border payments

Fundraising & Investor Support

• Preparation of pitch decks, information memorandums, and financial projections
• Share valuation and business valuation reports for funding or buy/sell transactions
• Liaison with banks, NBFCs, and investors for debt or equity funding
• Due diligence readiness and support throughout fundraising lifecycle

Internal Controls & Risk Management

• Design and implementation of internal financial controls (IFC)
• Regular internal audits to detect inefficiencies or risks
• Review of procurement, payment, and approval processes
• Risk assessment reports and control enhancement strategies

Board & Stakeholder Reporting

• Preparation of quarterly board reports and financial presentations
• Transparent reporting to promoters and external stakeholders
• Assistance in structuring investor agreements and compliance clauses