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    • Home
    • About us
      • Our Mission
      • Who We Are
    • Our Advisory
      • India Market Entry
      • Strategic Intelligence
      • Strategic Finance Hub
      • Industrial Execution
    • Our Team
    • Our Clients
    • Connect with an advisor
  • Home
  • About us
    • Our Mission
    • Who We Are
  • Our Advisory
    • India Market Entry
    • Strategic Intelligence
    • Strategic Finance Hub
    • Industrial Execution
  • Our Team
  • Our Clients
  • Connect with an advisor

Fiduciary Partner to European Boards & Indian Promoters

Fiduciary Partner to European Boards & Indian PromotersFiduciary Partner to European Boards & Indian PromotersFiduciary Partner to European Boards & Indian PromotersFiduciary Partner to European Boards & Indian Promoters

We enrich global investors, private equity funds, and corporates with CFO-led finance, transaction, and India advisory services — global standards.

To illustrate our capabilities, we present three Industries.

Manufacturing - Aerospace & Defence (pdf)

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Services - Global Shipping & Logistics (pdf)

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Impact - Philanthropy & Grant Management (pdf)

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On-Ground Financial & Deal Execution for India

Strategic Finance Hub

Strategic Finance Hub

Strategic Finance Hub

We provide comprehensive CFO advisory solutions designed to bridge global standards with market execution. Our execution-linked expertise covers entire finance function, from strategic planning and risk management to hands-on deal execution and systems integration.

Review Strategic finance Capabilities

Our Knowledge Domains

Strategic Finance Hub

Strategic Finance Hub

Our curated set of twenty finance knowledge domains reflects the depth of expertise our consultants bring across finance, controlling, and mergers & acquisitions (M&A). This technical rigor and execution depth informs every CFO advisory, transaction, and India engagement we undertake.

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Strategic Finance Capabilities

Corporate Finance & Controlling

Corporate Finance & Controlling

Corporate Finance & Controlling

We ensure Global Compliance Mirror by aligning Indian operations with European HQ standards. We deliver execution-linked finance and reporting that transforms local data into board-ready strategic intelligence.


  • 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)

Corporate Finance & Controlling

Corporate Finance & Controlling

Driving Forensic Deal Integrity for European PE funds and corporates. We move beyond standard due diligence to provide real-time execution insight, ensuring transaction success in the complex Indian mid-market.


  • 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

FinTech Interoperability

Corporate Finance & Controlling

FinTech Interoperability

GWM acts as the Cross-Border Steward between European boards and Indian digital ecosystems. We govern FinTech Interoperability to protect Data Sovereignty, drive Regulatory Alignment, and ensure Scalability.


  • Finance Systems Architecture & Control Design:
    Defining finance system architecture, control principles, data flows, and reporting structures aligned with European HQ standards and India regulatory requirements.
  • Digital Reporting, Compliance & Audit Readiness:
    Establishing digital reporting and compliance frameworks that deliver real-time financial visibility, audit readiness, and group reporting alignment post go-live.
  • FinTech & Systems Vendor Governance:
    Independent evaluation, selection support, and governance oversight of ERP, treasury, and FinTech vendors, ensuring fit-for-purpose solutions, clear accountability.
  • Implementation Oversight & Risk Control:
    Providing fiduciary oversight during system implementation to ensure adherence to defined financial controls, regulatory requirements, data integrity, and audit standards.

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.


© 2023 - 2026 Global Wealth Management® (India). All rights reserved.


 Disclaimer: Global Wealth Management® is a strategic business and corporate consultancy. We are not a SEBI-registered investment advisor and do not provide wealth management products, or regulated asset management services.

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