


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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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.