Our Services

Two practices.
One trusted
advisor.

Whether you're a business owner who needs a strategic finance partner, or an NRI family managing assets back home — we have a dedicated practice built exactly for you.

Years of financial advisory experience across SMEs, clinics, and family wealth

Chartered Accountant, ICAI — with a CFO mindset built through real business work

₹0

Cost for the first session — a real financial health check, no strings attached

Practice 01

Part-Time CFO
for SMEs & Clinics

You have a CA for compliance. But compliance isn't strategy. A Part-Time CFO fills the gap — watching your margins, your cash flow, and your next big decision, without the cost of a full-time hire.

Monthly MIS reports & management dashboards
Cash flow forecasting & working capital management
Budgeting, variance analysis & quarterly reviews
Pricing decisions, cost optimisation & profitability analysis
Vendor/investor negotiations with financial backing
Strategic sounding board for key business decisions
Works with your existing systems — Tally, Zoho, and others

Get a Custom Proposal →

Part-Time
CFO

Ideal for clinics, SMEs & growing businesses
10–20 hrs/week of dedicated finance leadership
Fixed-scope, fixed-price engagements
No disruption to your current systems
Free 1-hour health check to start

Practice 02

NRI Family
Wealth Advisory

You're abroad. Your parents are in India. Their banking, nominations, estate, and tax compliance all need attention — but managing it remotely is overwhelming. We act as your trusted local partner, and report back to you every quarter.

Banking & nomination updates for senior parents
ITR filing, TDS tracking & Indian tax compliance
Estate planning — will drafting, asset inventory, succession
Insurance reviews & health coverage optimisation
Quarterly financial reports sent directly to you
Family coordination & documentation support
Conflict-free — no property management or investment advisory

Book a Free Consultation →

NRI
Wealth

Annual retainer plans from ₹40,000/year
Quarterly reports to NRI client abroad
100% compliance-focused, advice-only
No property or investment management
Free initial consultation call

Your CA files returns.
Your CFO builds something.

Your CA Does This

Files your ITR on time
Handles GST compliance
Prepares statutory accounts
Manages audit requirements
Tells you if your margins are shrinking
Forecasts your cash crunch 3 months out
Helps you decide on that new hire
Prepares you for investor conversations

Your CFO Does This Too

Files your ITR on time
Handles GST compliance
Prepares statutory accounts
Manages audit requirements
Tells you if your margins are shrinking
Forecasts your cash crunch 3 months out
Helps you decide on that new hire
Prepares you for investor conversations

Two practices.One trustedadvisor.

Part-Time CFOfor SMEs & Clinics

NRI FamilyWealth Advisory

Your CA files returns.Your CFO builds something.