Five advisory practices of equal standing.
Debt and structured finance, equity fundraising, government incentives, strategic advisory and Virtual CFO. Each is delivered independently, by the same partner-led team, with cross-practice insight where it adds value.
Debt & Structured Finance
Institutional debt for capex, working capital and balance-sheet needs, structured around cash flows and placed with the right lenders.
- Working capital and term loans
- Syndication and consortium banking
- Private credit, AIF and NBFC funding
- Venture debt and structured finance
- Refinancing and stressed-asset funding
- Credit rating advisory
- The requirement outgrows a single lender
- Capex needs project-style funding
- Existing debt is expensive or restrictive
- Conventional credit is unavailable
- 1Funding assessment
- 2Financial documentation
- 3Lender engagement
- 4Negotiation and sanction
- 5Documentation and disbursement
Equity Fundraising & Investment Banking Advisory
Investor-ready materials, a considered valuation and a disciplined process, from first outreach to closure of the round.
- Startup and growth-stage fundraising
- Angel, VC and private equity capital
- Models, valuation and information memoranda
- Investor outreach and term-sheet negotiation
- Diligence coordination and closing support
- A first institutional round
- Growth capital for expansion
- Valuation expectations
- Term-sheet complexity
- 1Readiness and positioning
- 2Materials and valuation
- 3Investor engagement
- 4Terms and diligence
- 5Closure
Government Incentives, Subsidies & Grants
Central and state incentives identified, built into the investment plan and carried through to claim realisation.
- Capital investment and interest subsidies
- Industrial promotion and manufacturing-linked schemes
- Export and EPCG-related advisory
- Technology, R&D and innovation grants
- Eligibility, applications and claim realisation
- Unclear which schemes apply
- Capex planned without incentive eligibility
- Applications rejected or delayed
- Claim windows missed
- 1Eligibility and benefit assessment
- 2Structuring the investment
- 3Application and documentation
- 4Liaison and compliance
- 5Claim realisation
Strategic & Business Advisory
Financial and strategic problem-solving for founders, promoters and management teams, from project feasibility to profitability and restructuring.
- Strategy, growth and expansion planning
- DPRs, feasibility studies and CMA projections
- Unit economics, cost and profitability improvement
- Financial restructuring and transaction advisory
- ERP and finance process transformation
- Turnkey project setup, land and approvals
- Evaluating an expansion
- Lenders require a bankable report
- Margins under pressure
- Unclear profitability by line
- 1Diagnosis
- 2Analysis and options
- 3Recommendation and plan
- 4Implementation support
Virtual CFO & Finance Transformation
CFO-level financial leadership, reporting and controls for businesses that need senior finance capability on an ongoing basis.
- CFO-level leadership and forecasting
- MIS, board and investor reporting
- Cash flow and working-capital management
- Controls, governance and compliance coordination
- Finance team, ERP and process transformation
- Reporting is late or unreliable
- No forward view
- Multi-entity complexity
- Rising reporting expectations
- 1Scope alignment
- 2Engagement letter
- 3Onboarding kick-off
- 4First board pack
No practice requires another.
Most clients begin with a single mandate. Where a combination adds value, we explain why, and the decision remains with you.
Questions about how we work.
Does a mandate in one practice require engaging another?
No. Each practice is delivered on a standalone basis. Many clients engage us for a single debt, equity, incentive or advisory mandate. Where a combination is useful, we say so, and the decision is yours.
Do you work on one-time mandates and ongoing relationships?
Both. Transactions such as a funding raise or an incentive claim are scoped to the mandate. Advisory and Virtual CFO engagements can continue as an ongoing relationship.
Who works on a mandate?
A partner-led team of Chartered Accountants and finance professionals. The partner who scopes the mandate remains involved through execution.
Can you guarantee a funding or incentive outcome?
No. Sanctions, investment decisions and incentive approvals rest with lenders, investors and authorities. We control the quality of preparation, structure, documentation and follow-through.
How are fees structured?
Fees depend on the nature and scope of the mandate and are discussed and documented at the outset in an engagement letter.
Which locations do you cover?
We work with businesses across India from our headquarters in Indore and offices in Delhi and Jaipur.
Is client information kept confidential?
Engagements are conducted under confidentiality terms set out in the engagement letter.
Let’s Discuss Your Next Financial Priority.
Describe the requirement and a partner will recommend the appropriate practice and approach.