Consulting Partners to Corporates, Investors, Founders, & Philanthropists
We enrich global investors, private equity funds, and corporates with CFO-led finance, transaction, and India advisory services — global standards.
Corporate Finance & M&A
Corporate Finance & M&A
Corporate Finance & M&A
Our comprehensive CFO advisory solutions cover the entire finance function: from strategic planning, reporting, and risk management to expert execution of M&A, fund raising, taxation, and specialized areas including programme, costing, factory finance, and SAP modules/system integration.
Our Knowledge Domains
Corporate Finance & M&A
Corporate Finance & M&A
Our curated set of twenty finance knowledge domains reflects the depth of expertise our consultants bring across finance, controlling, and mergers & acquisitions (M&A), along with the technical rigor and execution depth that inform every CFO advisory, transaction, and India market engagement we undertake.
CFO Advisory for India's Financial Strategy & Governance
Corporate Finance & Controlling Advisory
Mergers & Acquisitions (M&A) & Private Equity Advisory
Mergers & Acquisitions (M&A) & Private Equity Advisory
Supporting European investors and corporates with CFO-led finance, reporting, and governance solutions for India operations.
- Fractional CFO Services
Strategic leadership for growth, turnaround, carve-outs, and India expansion phases - Factory & Plant Finance
Cost center optimisation, plant profitability, industrial finance, and capex governance - Controlling & MIS
Profit centre / Cost centre controlling, participation management, real-time dashboards, variance analysis, and board-ready insights - Financial Reporting
IFRS, US GAAP, IND-AS conversions, group reporting, and statutory & internal audit support - Taxation (Direct & Indirect)
Corporate tax, GST, TDS, and coordination of global transfer pricing - Treasury & Forex Management
Cash flow forecasting, liquidity planning, FX exposure management, and hedging strategies - Governance & Risk
Internal controls, policy design, regulatory compliance, and board-level risk advisory
Mergers & Acquisitions (M&A) & Private Equity Advisory
Mergers & Acquisitions (M&A) & Private Equity Advisory
Mergers & Acquisitions (M&A) & Private Equity Advisory
End-to-end transaction advisory for European PE funds and corporates investing, acquiring, or partnering in India.
- Due Diligence & Valuation
Financial, commercial, legal, and operational reviews with independent valuation analysis - Deal Structuring & Advisory
Transaction structuring, SPV setup, capital structuring, negotiation support, and transaction documentation - Post-Merger Integration (PMI)
End-to-end integration across finance, HR, IT, operations, and compliance — including cultural integration and change management - Joint Ventures & Partnerships
Feasibility studies, partner diligence, shareholder and board agreements, and governance frameworks
India Market Entry / Incentives segment Advisory
Mergers & Acquisitions (M&A) & Private Equity Advisory
India Market Entry / Incentives segment Advisory
Strategic advisory for structuring India market entry, manufacturing investments, and incentive-led growth initiatives.
- Government Incentives & Schemes Advisory
Strategic support on structuring, eligibility, compliance, and applications across India and global frameworks
Core expertise includes:
- Production-Linked Incentive (PLI) Schemes
- Special Economic Zones (SEZs)
- R&D Grants and Innovation Incentives
- State-level subsidies and capital support
- Haircut strategies for distressed asset resolution and special situations
Our Knowledge Domains: Finance | Controlling | M&A
Core Finance & Business Acumen
Core Finance & Business Acumen
Core Finance & Business Acumen
1. Finance for Non-Finance Professionals:
Understand financial statements, budgeting, and key metrics.
2. Business Finance Fundamentals:
Unit economics, cash flows, break-even, and profitability analysis.
3. Financial Statement Analysis:
Interpreting P&L, balance sheet, and cash flow for better decisions.
Controllership & Planning
Core Finance & Business Acumen
Core Finance & Business Acumen
4. Budgeting, Forecasting & Variance Analysis:
Strategic budgeting, rolling forecasts, variance deep-dives.
5. Cost Accounting & Cost Control:
Overhead allocation, standard costing, activity-based costing, cost-centre, profit centre, hourly rate.
6. Working Capital Management:
Inventory, receivables, payables-optimising liquidity.
Strategic & Corporate Finance
Core Finance & Business Acumen
M&A, Fundraising & Transactions
7. Corporate Finance & Capital Structuring:
Financial Statements, Treasury Management, Debt vs equity, leverage, funding options, capital deployment.
8. Investment Decision-Making (Capex, ROI, NPV, IRR):
Real-world investment appraisal and decision frameworks.
M&A, Fundraising & Transactions
Compliance, Audit & Risk Management
M&A, Fundraising & Transactions
9. Private Equity & Venture Capital Basics:
Term sheets, fundraising lifecycle, investor perspectives.
10. Mergers & Acquisitions Essentials:
Deal lifecycle, due diligence, valuation, DCF, transaction, post-merger integration.
Compliance, Audit & Risk Management
Compliance, Audit & Risk Management
Compliance, Audit & Risk Management
11. Internal Controls & Risk Management:
Audit readiness, fraud risk, policy controls.
12. Indian GAAP vs Ind AS vs IFRS:
Key differences, convergence, and practical implications.
Finance Automation & Tools
Compliance, Audit & Risk Management
Compliance, Audit & Risk Management
13. Excel for Financial Modelling & Dashboards:
Hands-on with templates, live case models - key KPIs.
14. Power BI for Finance Teams:
Turn finance data into decision dashboards.
Not-for-Profit Finance
Banking & Credit Operations
Banking & Credit Operations
15. Not-for-Profit Compliance:
Value-for-Money, FCRA compliance, NGO Finance, Grant Management, Programme Finance.
16. Fundraising Strategy:
Crowd-funding techniques, raising CSR funds, approaching Philanthropists.
Banking & Credit Operations
Banking & Credit Operations
Banking & Credit Operations
17. Banking & Financial Services: Vigilance in Banking, Banking Law & Practice, MSME Financing, Retail Lending, NPA Management.
18. Cross-border Compliance:
Transfer-pricing, Global invoicing, Cash-pooling.
Leadership & CXO Finance
Banking & Credit Operations
Leadership & CXO Finance
19. Strategic Finance for CFOs / Controllers:
Business partnering, board reporting, and stakeholder management.
20. Investor Relations & Board Finance Communication:
Presenting financials to investors, VCs, and boards.
Thought Leadership: Select engagements at leading forums, sharing insights on Finance, Operations, and India’s role in the global supply chain.
Addressing students at Shri Ram College of Commerce (SRCC).
Meeting Shri Ram College of Commerce (SRCC) Principal and Dignitaries as Guest of Honor to address students on Finance & Economy.
Resource Expert @ Shri Ram College of Commerce (SRCC)
Addressing IIM MBA Students on International Finance and Economy Revival.
Global Wealth Management's presence at the G20 India platform.