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 your situation.

8+
Years experience
CA
ICAI qualified
₹0
First session cost
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. Not bookkeeping. Not audit. Real financial leadership.

  • Monthly MIS reporting & management dashboards
  • Cash flow forecasting & working capital management
  • Budgeting, variance analysis & quarterly business reviews
  • Pricing decisions, cost optimisation & profitability analysis
  • Vendor & investor negotiations with financial backing
  • Strategic sounding board for key business decisions
  • Works with Tally, Zoho, HMS, or custom Excel systems
Every business is different. Pricing is scoped after a free 1-hour discovery call — you pay only for exactly what you need.
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
  • Works in-person or fully remote
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 financial partner and report back clearly 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 abroad
  • Family coordination & documentation support
  • Conflict-free — no property or investment management
Annual retainer plans starting from ₹40,000/year. Scope confirmed after a free consultation call.
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
  • Works across all Indian states

Your CA files returns.
Your CFO builds something.

Most business owners confuse the two. Here's the difference.

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

Not sure which service
fits your situation?

Take our free 2-minute quiz and get a personalised recommendation.

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