Four areas of work.
We are a general finance consultancy. Most engagements start with a review of the business and personal finances. Financing, NRI matters and family advisory follow when the review says they should.
-
Business and personal finance review
Most promoters do not keep a wall between the company and the house. This review looks at both – profit, cash, tax, household commitments – and sets a sequence for what to tidy first.
-
Financing and bank liaison
When a limit is stuck or a new facility is needed, we prepare a file the bank can read and stay in the process. No lender commission. No guaranteed sanction.
-
NRI taxation and advisory
For families with an India and an overseas life: tax residency, India entities, and household planning including retirement provision. Not a public investment-advice shop.
-
Family business advisory
Ownership, cash and preservation for groups that run as a family – a map, a pack, and decisions written down. Advisory for the family in business, not a board substitute.
Accounts and statutory returns stay with your chartered accountant, or with a professional we introduce.
How work is sequenced on Approach. Sector fit on Sectors. Ready to talk? Request a conversation.